Forum Discussion

Copper Contributor

Mar 15, 2017

Accessing list items (with history) in SharePoint online

Hi Team, I have a SharePoint list that is a small sales pipeline. I would like to either export the list items with version metadata so I can hook it up to Power BI and analyse it. There is a dro...

Mark Teviotdale

Copper Contributor

Mar 16, 2017

Hi Jared

Thanks very much for your reply and your suggestions, I'm pretty lose regarding requirements on this one! I think your idea about adding another column in the list would work well with regrads to storing the previous pipeline status. I'm assuming I need to setup a workflow for the value to be copied ?

Yes I have been looking into using the created and modified columns to look at how long items have been in the pipeline. But the data is noisey on the created value due to migration from on-prem to SharePoint online so I will have to apply some filerting.

Thanks for you help,

Cheers

Mark

JaredMatfess

Iron Contributor

Mar 16, 2017

Hi Mark,

Yes that's exactly right - you'd have a workflow that runs when the Item is edited and it can check the dropdown value. It would then write a value to that new custom column you'll create.

Sorry to hear that you're dealing with some bad data. Most of the tools today should've been able to maintained the dates, but it sounds like that ship has sailed.

Definitely add to this thread if you hit anything else while building.

-Jared

PJungbluth
Copper Contributor
Feb 26, 2019
Hi Jared,

I know this is an old thread but I'm hoping you can help me. I'm fairly new to SharePoint.

I have created a workflow in my document folder and my team is asking for a workflow history or some sort of view that will show who is next to approve a file. I read yours and Mark's thread and adding the column may seem like it can help.

I know how to add a column but what I'm not sure is what i need to select to create the column and show who is next on the approving workflow.

I hope this makes sense.

Thank you

Paola