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...
Hello markikav1955,
For all new items created in List A, you could create a simple Flow that would copy the required values to List B using the When a new item is created trigger.
For multiple records with conditions in List A, you could create a Scheduled Flow with the SharePoint Get items action.
Let me know if you need help with any of this.
Norm
- Hi Norm
Yes help would be good as I assume I need to use an expression somewhere to state where Customer Ref in A = Customer Ref in B , so I pull in the correct contacts?
Or is it done differently?
Thanks!
Mark- Hi Mark,
I need to understand the requirements further. Are you trying to copy the contact details from list A to list B if they don't exist in B?
Norm- 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!
