Pass List Values Into Word Document Template Using SharePoint

This article explains how to pass list values into a Word document template using SharePoint.

Create a team site in SharePoint.



Here we will create one SharePoint custom list and one Document Library.



Now create a Document Library named certificates.



Now I will create some columns in the list named "Results".

• Exam
• Percentage
• Result
• Date

It looks like this:



So now to create the same fields in the certificate library for mapping.

• Exam
• Percentage
• Result
• Date

It looks like this.



So now to design a certificate template using Microsoft Word.

The template now looks likes here:



So now to apply this document template to my certificate library.

Open SharePoint designer.

Click on all files.



Open the certificate library.



Open Forms.



Now there is the default template there named “Template.dotx”.

Click Import files from the top of the ribbon.

Import the certificate file from the Windows location.



Now it's imported successfully.



So now I will create a simple workflow for creating a document when the item has been added into the result list.

In the Workflows tab click on List Workflow -> Results.



Name the Workflow "Certificate".



Click on Action -> Create list item.





Just click on this list.

A pop-up will be opened. In it select Certificate.



Map the current item columns with certificate library columns.







Now it looks like this.



Click OK and Save.



Now click workflow settings.



On this page check Start this workflow when an item is created.



Click Save and Publish.



Now it has been published into this list.

Now open "Certificate" repository.

Click on Library settings -> Advanced settings then change the template name to Certificate.docx.



Click Edit Template.

A template has been opened in Microsoft Word now.

Click insert-> Quick Parts -> Document Property.



Pass the document properties here.



Now save and close it.

Manually add some date into the results list.



The workflow has been completed now.



Now the certificate has been generated.



So now open the certificates.



The value has been passed into the document.

You can hide the fields in the Document Library (Certificates).

Happy SharePoint.