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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...
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.
Thanks 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!
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.
- Ah! Yes, I will try that. Thank you, John and Kelly. I'll loop back and let you know.
- Hi Jon,
It took me some time to backfill my knowledge of SharePoint and PowerAutomate in order to understand and execute you solution. But in the end, it worked. Thank you.
Alan