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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / ExportPdfDocument call...
Customer experience | Sales, Customer Insights,...
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ExportPdfDocument called from Power Automate missing related table fields

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Posted on by Glenn.J

We have a flow that generates a PDF document based on a custom table.

When the power automate calls the Dynamics API ExportPdfDocument, the PDF document is created except for the address field, which is blank.  The address field is in the contact table associated with the custom table.

I've put a get row by Id into the flow on the step before - which confirms the address is there.

If use the Export to PDF button on the record within Dynamics, the Preview / generated PDF has the address.

I'm hoping someone has seen this issue before.

Thanks in advance

Glenn

  • Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at

    Hi Glenn,

    Could you share each steps about your flow?

    You mentioned that you are using Dynamics API ExportPdfDocument in power automate, you can refer to the following link:

    https://2die4it.com/2019/08/20/generate-pdf-from-document-templates-in-cds-dynamics-365-ce-using-native-web-api-with-flow/ 

    Or you can try to another way to achieve your goal:

    (1)Create and call action in the power automate to generate word document:

    https://onlinemgblog.wordpress.com/2021/04/14/invoke-d365-otb-word-templates-from-power-automate/ 

    (2)convert word to PDF in power automate:

    https://optimallogics.com/convert-word-to-pdf-using-power-automate/ 

  • Glenn.J Profile Picture
    Glenn.J on at

    Thanks Leah,

    The first link is the process I followed.  All the other fields merge find through the automation.   Just not the multi-line address field.

    Will look through the other two links to see if they work better.

  • Suggested answer
    Jim Daly Profile Picture
    Jim Daly Microsoft Employee on at

    ExportPdfDocument message is a private message that isn't supported for use. Learn more about private messages.

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