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Yesterday in a SharePoint 200 session I gave at Lawrence Memorial Hospital, I shared one of my favorite SharePoint “nuggets” which is the “Edit” icon available out-of-the-box, and easily added by any level of user in just 4-5 steps.

This edit icon column can be added to any list or library view in SharePoint and allows you one-click access to edit the properties of a document or edit a list item or form. In addition to that it’s security-trimmed, meaning only people who have edit/contribute permissions will actually see the icon at all. Everyone else will only see an empty column.

To add the column, you must have the ability to create or modify views and list settings.

Note this is only available in classic view lists and libraries. In the O365/Modern experience you can simply select an item, click “Edit” and the right edit pane appears to allow a similar experience.

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We’ve been waiting a lifetime (dramatic?) for this feature. And now it’s here! Sort of.

Currently, with a new “Preview” action release in Microsoft Flow, we’re able to convert documents to PDF in OneDrive for Business via workflow. While this isn’t ready for SharePoint yet, we can make it look that way for our end users. Basically:

  1. When a file is created or modified in SP
  2. Create document in OneDrive for Business
  3. Convert document
  4. Create document in SP

It’s roundabout but we get exactly the result often requested: convert SharePoint docs to PDF automatically. Here’s how to set this up. A video walkthrough is available at the bottom of this post.

Outcome:

process

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Intro:

Look at that workflow above – have you ever seen something so beautifully simple? I’m excited to share several solutions with you in this one post. This post should cover the following:

  1. Working with content types
  2. Creating a template for each content type capable of having merge fields
  3. Finding a way to merge list item info into a new document via workflow
  4. And if you’re super ambitious, expanding the workflow just a bit with an if/then statement to use different templates based on conditions in your list

But because this is a massive topic and could be tailored an infinite number of ways, I encourage you to comment or tweet me for additional guidance more specific to your scenario. So here we go!