Forum Discussion
Copy some columns values from List A to List B based on another columns value
Hi Community I need to pull some contact details (Name, Phone, Email) from SharePoint List A (which contains approx 2K records) into List B. List B is then used as a "tracker" to validate the cont...
Hi Norm
Great question.
Its a messy process and it all starts with an upload of columns from an excel file into List B.
This will never populate the 3 contacts columns , they will always be blank.
In List A however they maintain the contact info for every client they have ever reviewed, so once the customer details (with the key column being the customer ref number) is loaded into List B, I would just then go to List A and populate the 3 contacts fields form List A into List B for that particular customer ref (which will exist in both lists).
I have a default progress status = New for when they do any new bulk upload from excel, so I would also only run the Flow at New status (or if Item create does the same job then great).
Then thats it for the flow for that particular record in list B.
I may get the same customer ref number again a few weeks later and I would just do the same again as this would be a new "review case" in list B..
Does that all make sense?
Thanks!
Great question.
Its a messy process and it all starts with an upload of columns from an excel file into List B.
This will never populate the 3 contacts columns , they will always be blank.
In List A however they maintain the contact info for every client they have ever reviewed, so once the customer details (with the key column being the customer ref number) is loaded into List B, I would just then go to List A and populate the 3 contacts fields form List A into List B for that particular customer ref (which will exist in both lists).
I have a default progress status = New for when they do any new bulk upload from excel, so I would also only run the Flow at New status (or if Item create does the same job then great).
Then thats it for the flow for that particular record in list B.
I may get the same customer ref number again a few weeks later and I would just do the same again as this would be a new "review case" in list B..
Does that all make sense?
Thanks!
Actually you've made me think of another use case.
List A may not have the customer stored because it could be a brand new customer who have never been reviewed before.
So in that case what would the best thing to do be?
have another field that I could display on the form and in SharePoint to state "Customer record does not exist in List A" ?
List A may not have the customer stored because it could be a brand new customer who have never been reviewed before.
So in that case what would the best thing to do be?
have another field that I could display on the form and in SharePoint to state "Customer record does not exist in List A" ?
- I think you need to have 2-way sync. Once when you upload a items to list B, then go fetch the item in list A with the same ID and update all metadata. And another flow on list A, that you run manually that would go and query all items in list B, loop through them and update their metadata.
