Forum Discussion
clackarama
Dec 06, 2022Copper Contributor
Autofill column in a SP list with information from a different list in the same site?
Hello! I have two lists: "Customers" and "Projects." "Customers" has two columns: Customer_Company_Name (unique) and Customer_Company_Number (unique and sequential). In the "Project...
- Dec 07, 2022
Hi clackarama , you could use a simple Flow, watching for new items in the Projects list. When a new item is created you would use a Get items action to retrieve all records from the Customers list where the Customer_Company_Name matched the one input in the Projects list. An Update item action would then append the Customer_Company_Number to each returned item.
Dec 06, 2022
Sounds like you have a customer name column in your Projects list. Try replacing that column with a lookup column that pulls in the Customer Name from the Customers list. Then you can configure that column to also pull in the Customer Number.
Hope that helps.
Hope that helps.
- clackaramaJan 02, 2023Copper ContributorHi Kelly,
This also worked, but for a different item I was trying to use. Thank you very much!
Aan - clackaramaDec 06, 2022Copper ContributorThanks for the reply, Kelly. I tried that, maybe incorrectly. If I did it right it seems that the out-of-the-box Lookup column type doesn't support getting information from a different list, even if it's in the same site. But I will try that again!
- jonlakeDec 07, 2022Iron Contributor
Hi clackarama , you could use a simple Flow, watching for new items in the Projects list. When a new item is created you would use a Get items action to retrieve all records from the Customers list where the Customer_Company_Name matched the one input in the Projects list. An Update item action would then append the Customer_Company_Number to each returned item.
- clackaramaDec 07, 2022Copper ContributorAh! Yes, I will try that. Thank you, John and Kelly. I'll loop back and let you know.