Create a PDF From SharePoint List Items Using Power Automate [Without Using Premium Connector]
$39+
$39+
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TSinfo Technologies
This is a Power Automate solution that automatically generates PDFs for an Expense Claim process without using any Premium Connector. It supports both offline and online submissions, includes digital signatures, and sends the final PDF to the Finance Team.
Features:
- Fully Automated: Generates PDFs based on submission type
- Digital Signatures: Captures signatures from employees and HR
- No Premium Connector Needed: Uses only standard Power Automate actions
- SharePoint Integration: Stores data and PDFs in SharePoint
What does the flow do:
- Offline Submission: PDF is created immediately without approvals.
- Online Submission: Goes for HR approval. If approved, the PDF includes signatures.
SharePoint Setup:
The solution uses 3 SharePoint lists and 1 SharePoint document library:
- Expense Claim Details – Stores main expense details
- Employee Cost Details – Tracks individual expenses
- Admin Options – Stores company details (logo, company name, address)
- Document Library – Saves all generated PDFs
Quick Setup with PowerShell: The lists and library are created automatically using a PowerShell script, making setup fast and easy.
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