Forum Discussion
leighjackson
Mar 03, 2023Copper Contributor
Combining 2 tables dynamically
Hi, I need to create a SharePoint lists for a training record. I will have a record of employees with Job role and some specialisations, and a list of training with the job roles that are required to...
- Mar 03, 2023Yes, it is possible to create a SharePoint list for tracking training records and combine employee and training records to track completed training in SharePoint without rebuilding the table via a flow. Here are the steps you can follow:
Create the Employee List: Create a SharePoint list to store employee records. Add columns for Employee Name, Job Role, Specialization, etc.
Create the Training List: Create a SharePoint list to store training records. Add columns for Training Name, Required Job Roles, etc.
Create the Training Assignments List: Create a SharePoint list to track completed training. Add columns for Employee Name (lookup column from the Employee List), Training Name (lookup column from the Training List), Completed Date, and any other relevant columns.
Create a Workflow: Create a SharePoint workflow that triggers when a new item is added to the Training Assignments List. The workflow should look up the Job Role(s) associated with the selected Training Name in the Training List, and update the corresponding Employee records in the Employee List with the Completed Date for that Training Name.
Create a View: Create a view in the Training Assignments List that shows the Completed Date for each Employee and Training Name. You can also add a filter to show only the records that are relevant to a specific Job Role or Specialization.
jaortizgolf78
Mar 03, 2023Brass Contributor
Yes, it is possible to create a SharePoint list for tracking training records and combine employee and training records to track completed training in SharePoint without rebuilding the table via a flow. Here are the steps you can follow:
Create the Employee List: Create a SharePoint list to store employee records. Add columns for Employee Name, Job Role, Specialization, etc.
Create the Training List: Create a SharePoint list to store training records. Add columns for Training Name, Required Job Roles, etc.
Create the Training Assignments List: Create a SharePoint list to track completed training. Add columns for Employee Name (lookup column from the Employee List), Training Name (lookup column from the Training List), Completed Date, and any other relevant columns.
Create a Workflow: Create a SharePoint workflow that triggers when a new item is added to the Training Assignments List. The workflow should look up the Job Role(s) associated with the selected Training Name in the Training List, and update the corresponding Employee records in the Employee List with the Completed Date for that Training Name.
Create a View: Create a view in the Training Assignments List that shows the Completed Date for each Employee and Training Name. You can also add a filter to show only the records that are relevant to a specific Job Role or Specialization.
Create the Employee List: Create a SharePoint list to store employee records. Add columns for Employee Name, Job Role, Specialization, etc.
Create the Training List: Create a SharePoint list to store training records. Add columns for Training Name, Required Job Roles, etc.
Create the Training Assignments List: Create a SharePoint list to track completed training. Add columns for Employee Name (lookup column from the Employee List), Training Name (lookup column from the Training List), Completed Date, and any other relevant columns.
Create a Workflow: Create a SharePoint workflow that triggers when a new item is added to the Training Assignments List. The workflow should look up the Job Role(s) associated with the selected Training Name in the Training List, and update the corresponding Employee records in the Employee List with the Completed Date for that Training Name.
Create a View: Create a view in the Training Assignments List that shows the Completed Date for each Employee and Training Name. You can also add a filter to show only the records that are relevant to a specific Job Role or Specialization.
leighjackson
Apr 12, 2023Copper Contributor
jaortizgolf78 Perfect thanks. I have done just this and after a bit of faffing with power automate so didn't create records that already existed I have it working,