This article describes how to create a SharePoint Workflow which automatically generates and sends invoices to e-mail recipients. The invoice will be generated and sent as soon as a new item is added into the list. This kind of workflow cannot be created using any standard actions and conditions which are available in SharePoint, so we will use some actions added by HarePoint Workflow Extensions for SharePoint:
The Workflow will start once a new item is added into the SharePoint list, and it will work in the following manner:
Before creating the Workflow it is necessary to do the following:
Let's start creating the steps of the Workflow.
To copy the invoice template we should use the “Copy or Move Documents” action from the “HarePoint Activities – Document Library” activity group.
A link to the document template should be specified in the parameters for this activity. The full path to the document should be specified. In our example it is:
The new file should be placed in the “Invoices” document library which we created in step 4. It is necessary to specify the full path to the document library. In our example it is:
Set the invoice number field to be used as the data source for the file name:
Next, we should use the “Update Word Document” action (this action is located in the “HarePoint Activities – Office” category) to replace “Content Control” values in the document with the value of the relevant fields of the new element in the document library.
We select Content Control as the parameter and indicate which document should be updated. Also, we should indicate the data that should be added to the field:
The remaining fields are filled in similarly:
Next, we should add an action to convert the updated document into a PDF file.
To do this, we will use the “Convert Document” action (this action is located in the “HarePoint Activities – Document Conversion” category).
The Invoice that was created and completed above is used as the parameter:
Execution of this action will take a while. So, we need to suspend the Workflow until the conversion is finished. For that we will use the “Wait Conversion Job” action.
After that we will have two invoice files, and the Word document can be deleted by using the “Delete Item at URL” action from the “HarePoint Activities – Lists” category. The path to this document should be specified as the parameter:
Now we should add an action to send the generated invoice via email. The “Send E-mail with Document as Attachment” action from the “HarePoint Activities – E-mail” category will be used.
The 'To' address is taken from the new element which was added into the List:
Specify the message subject.
And specify the path to the generated PDF invoice.
The workflow is ready. It looks like:
Save the Workflow.
Now we should set the Workflow to be launched automatically when new list item is created. To do this click the “Workflows” link in the left menu of SharePoint Designer, select your Workflow and double click it. Check the option “Start workflow automatically when an item is created” and click the “Save” button on the ribbon.
Save and Publish the Workflow:
Test the Workflow: create a new list item, wait a moment, and look at the Document Library “Invoices”. Check your mailbox, the invoice in PDF should be there. Check the message subject and make sure that all Invoice fields are filled in properly.
You can also look at the Video Demo of the whole process of creating this workflow.