​Steps to convert a list item(ListItem2DocLibrary) to word document in document library(ListItemDocs)

Document Library

  • Create a document library to store the documents from list. Go to  LIBRARY->Library Settings->Advanced Settings->Document Template ->Click Edit Template
  • Word document that opens should be ‘Saved As’ the same name but with extension template.docx (this will be .dotx).
  • Word ribbon->Quick Parts->Include contents from the list fields as you see fit. (I chose Title as the heading 1 in the document). Close the word document.
  • Go to  LIBRARY->Library Settings->Advanced Settings->Document Template ->Modify ‘Template URL’ to say template.docx instead of template.dotx

List

  •  LIST->Edit List->Create new workflow(give it a name)
  • Edit Workflow->Insert Action-> Create List Item-> Create item in->Choose the document library name
  • Default field populated will be ‘Path and Name’ set the value to whatever is suitable. (In this example I set it to Current Item: Title)
  • Add new field ‘Title’ to Current Item:Title. Add as many fields as your document need calls for.
  • Publish the workflow

Submitting an item in the list will now create a word document in the corresponding document library.

List Item to Word Document
Covert list item to word document in a document library.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s