Microsoft Word - Adding custom controls and fields and populating them using Power Automate

About these instructions

• How to add fields / content controls to a Microsoft Word Template.
• The second part has instructions on using Power Automate to populate the template in a flow.
• Use cases:
  • Setting up a form with named fields in Microsoft Word
  • Filling in the fields in Word in bulk or automatically

Source: Populate a Word Template with Power Automate | How to Tutorial

Adding Content Controls to a Microsoft Word Template

• Enable Developer in Microsoft Word
  • In Word, activate the Developer Tab: (File > Options > Customize Ribbon)
  • Select Developer and Ok
• Insert Content Controls in Word Document
  • In Developer Tab, click “Design Mode”
  • Use the Controls group in the developer tab to insert different controls
    • For example Plain text for text based controls

Populating the Microsoft Word Template with Power Automate

• Use Power Automate flow to populate Word template content controls
• To put data in the controls, use the “Populate a Microsoft Word template” action
  • Select the document from its storage
  • Use dynamic content to populate the content controls