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!
Hi markikav1955,
I would look at having two Flow:
- Import Excel to List B
- Sync List A contacts to List B
The Sync would look for blank entries in List B and populated contact values in List A. If you simplify the tasks it will make this more approachable.
I hope this helps.
Norm
- Hi Norm and derhallim
it's even simpler than this I think.
They are fine with upload from excel into SharePoint because I have a "bulk upload" view where they just copy the few fields out of excel and paste into the corresponding fields in grid view in SharePoint. This task is quick as there are only ever couple hundred rows max to copy in and they would only do this once a day.
So once this upload has taken place into List B I just want to use the Customer Ref number to go to List A, see if contact name exists there, if it does copy it into List B, if the Customer Ref doesn't exist then output text to another field that says "Customer doesn't exist in database" or something like that so they know this is a new customer or they have never stored this customers details before.
I see what you are saying on the 2 way sync which would be good but its another roles responsibility further down the process to populate the contacts if they don't exist so we don't need to worry about that right now.
Where I am struggling is setting up the Flow for List B to look into List A and copy the 3 contact fields to List B based on the Customer Ref field and then the IF clause, if Customer REf doesnt exist in List A then output that into a field in List B, could even use the Contact Name field to put that text in..
Hope this makes more sense!
Thanks
Mark