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SharePoint list
Hello Community - Looking for guidance on a problem. Appreciate any suggestions.
We have an Excel spreadhseet in SharePoint that receives input from 20 users. Sort of a project tracking sheet. Salesperson name, Purchase Order Date, Final Inspection Date, ShipDate, QTY, PO Value, etc. Plus two "comments" columns for user comments. Currently it is manually updated.
Most of the data lives in SAP and we hope to automate it into a SharePoint list somehow (our SAP system is a disaster). In any case, our challenge is how do we import "fresh" data into the list without overwriting the users comments in the last two columns. The data will change daily (new records, revised ship dates, failed inspections that get re-scheduled, etc), but we need the last two user input comments columns to not get wiped (for their corresponding row) as the new data comes in. In other words, a ship date may change on a row record, but the comments about that project need to persist.
4 Replies
One option would be to use Business Connectivity Services to create an External Content Type, this would pull in the data as Reference list and you could connect that to another list to enter in any new data.
Another option would be to use FLow to get the data and a Power Apps form to enter new data (from a mobile device if appropriate)
You may also want to consider using a Related Items column, Benjamin Niaulin has an example at https://en.share-gate.com/blog/new-sharepoint-2013-column-related-items
Just wanted to say thank you for the replies. Once we figure it out I will update.
Any changes or ideas ? Right now Im thinking about SPonline with SAP integration and some tips would be usefull :)
- I'd implement in PowerShell quite frankly. Drop the excel file (or csv would be better) somewhere on a share. Have the PowerShell script iterate the rows in the excel file, and check if the the entry exists. If not create a new list item, but if so, get the existing comments, append it to the new comments, and update the list item with the consolidate comments.
