Forum Discussion
Autofill column in a SP list with information from a different list in the same site?
Hello!
I have two lists: "Customers" and "Projects." "Customers" has two columns:
Customer_Company_Name (unique) and Customer_Company_Number (unique and sequential).
In the "Projects" list there are multiple "Projects" items for each customer.
In the "Projects" list I would like a column that contains the Customer_Company_Number from the "Customer" list. Something like "If the project Customer_Company_Name is X, populate the Customer_Company_Number from the "Customers" list."
I have tried it with Lookup (evidently the Lookup function doesn't support drawing from a different list) and PowerAutomate, which I can't figure out. I get this far on PowerAutomate:
When an item is created in the "Projects" list --> Get Items: Customer_Company_Number from the "Projects" list --> Apply to Each valuex --> the Condition: if valuex is greater than 1, then... and I'm stuck.
I would be grateful for some help 🙂
Hi clackarama , you could use a simple Flow, watching for new items in the Projects list. When a new item is created you would use a Get items action to retrieve all records from the Customers list where the Customer_Company_Name matched the one input in the Projects list. An Update item action would then append the Customer_Company_Number to each returned item.
- Sounds like you have a customer name column in your Projects list. Try replacing that column with a lookup column that pulls in the Customer Name from the Customers list. Then you can configure that column to also pull in the Customer Number.
Hope that helps.- Thanks for the reply, Kelly. I tried that, maybe incorrectly. If I did it right it seems that the out-of-the-box Lookup column type doesn't support getting information from a different list, even if it's in the same site. But I will try that again!
Hi clackarama , you could use a simple Flow, watching for new items in the Projects list. When a new item is created you would use a Get items action to retrieve all records from the Customers list where the Customer_Company_Name matched the one input in the Projects list. An Update item action would then append the Customer_Company_Number to each returned item.
- Hi Kelly,
This also worked, but for a different item I was trying to use. Thank you very much!
Aan
