In a SharePoint list, I have a column that holds a foreign key ID to another list. For example:
list teachers
list classes with foreign key column teacherID to teacher item
I am trying to create a Power Automate flow that starts with a SharePoint "For a selected item" in classes and then modifies the referenced teacher list item.
"For selected item" in classes
Modify teachers item referenced by classes.teacherID
All(!) I need to do is get the value of teacherID, but that has turned out to be incredibly difficult. How can I do this? I'm new to Power Automate so any suggestions appreciated.
What I've tried:
Created a second action to email me output from the first action (because I don't know any other way to "debug" or "watch" this). Added many different types of Dynamic content and expressions to the email body. teacherID never appears. It is not in the list of Dynamic content fields. I cannot find in expressions tried e.g. triggerBody, trigger, output, actions('For a selected item') (which is an error for some unknown reason but I'm not trying to understand why at the moment). In the JSON, all I have been able to retrieve so far is ID, itemURL, fileName, FileId (which looks the same as ID).
My next thought was, okay, maybe "For a selected item" doesn't have access to the other list columns, but maybe "Get item" does. So, I inserted a "Get item" (singular, not "Get items) but this frustratingly did not make any difference.
What I am trying to do should be very simple and straightforward. The documentation is sparse, and it sucks TBH.
If the lookup column name is teacherID, you should use teacherID Id in the flow to find the item in teachers
You could create the flow like this:
"For a selected item" in classes
"Get item" in classes
"Update item" in teachers
Related
We are trying to get around the limitation of Field Permissions in SharePoint by creating a second list which will allow users to edit what they are allowed, instead of the whole form. In this case, it is on field that is set to Person or Group (Dashboard). For reference, the Person or Group gets info from AD, I am not sure if that is standard or not info but thought to add it in.
We have created a second list that has two fields, one being a Person or Group (AddToDashC) and the second being plain text (CopyName), where a workflow triggers and sends the Person or Group to plain text as Display Name, as that is what shows in the Person or Group. Last Name, First Name. This workflow works fine.
On the main list, we have separate list items where the Dashboard field can be edited, being unique for each list item. I can’t figure out the logic to be able to match the IDs up so that we can transfer the CopyName information to populate the correct list item ID through a workflow. We have a Lookup on the first list (AddtoDashWFC) which grabs the plain text form, CopyName, but just trying to figure out how to populate it properly.
I was hoping to have an edit link next to each list item in the column, which will go to the second list but still link to the report through the ID.
Sorry for the seemingly basic question, I just can't get the logic.
List 2 Workflow so far
List 1 Workflow so far
Thanks,
Patrick
I have the following scenario:
A user wants to create a new record of entity CustomEntity1. One of the fields on the "Create New" form is a reference to the entity of type CustomEntity2.
Now, there is a built in lookup where thety can search by name, or filter the options to a predefined view. This doesn't help, because the user needs to get the name (or names) of CustomEntity2 which satisfies a set of criteria based on the fields in CustomEntity2.
Is there a way to incorporate this in "Create New" form for CustomEntity1?
And the question again, a bit less abstract:
The user needs to create a new record of type CustomerAccount. In doing this he/she needs to fill a field called Group. This should be looked up in a list of existing groups, based on several criteria - Type, Region, Budget and so on. Is there a way for the user to enter this criteria while creating the new record, and not go separately to the list of Groups and run a report to find the candidates?
You can use the addCustomView method of the lookup control to filter the options based on the fetchXML and layoutXML that you provide.
One way to supply the right conditions to your custom fetchXML is to duplicate the Type, Region, and Budget fields in the CustomerAccount form, so that when the lookup dialog is opened, it filters the existing Groups based on the values you've selected in the CustomerAccount form.
I got a question about the behavior of lookup fields when importing data. I wonder how the lookup fields behave when the list they point to is being replaced/imported. To explain the issue, I will provide a quick example below:
As example, assume we have these two sharepoint lists:
Product Types
-------------
+ Type Name
+ Code Nr
+ etc
Products
--------
+ Product Name
+ Product Type (Lookup field to list "Product Types")
+ etc
In my scenario, the Products List contains production data on the production Sharepoint platform. It is filled with data by the business users.
However the Product Types list contains rather static data and is maintained by the developer.
Now after a development cycle, the developer wants to deploy his new webparts and his new data (product types list). The developer performs the following procedure:
On the dev machine: Export "product type" list using stsadm
On the production machine: Delete all items in the "product type" list
On the production machine: Import the "product type" list using stsadm
This means we basically replace the "product type" list on the production server while keeping the "product" list as it is.
Now the question:
Is this safe? Will the lookup references break under certain circumstances?
Any downside of this import/export procedure?
What happens if someone accesses a "product" during the import? Will the (now invalid) reference clear its own content (become a null value).
What happens if the schema of the "product type" list changes (new column)? Will this cause any troubles?
Thanks for all feedback and suggestions!
Update 1
The imported "product type" items have the same IDs as previously deleted ones.
Update 2
Started a bounty to get some more feedback/opinions.
We have had this exact same scenario before. This is a little tricky, depending upon how you will approach it.
1) Delete and Recreate Product Type list through UI
If you delete and recreate the lookup List(Product Type in your case) through UI, then you will lose the connections because the List's id GUID will change upon recreation. So do not go that route.
2) Delete and Recreate Product Type through a Feature
If you had created the Product Type list through a feature.xml file using the <ListInstance> element, then if you delete that list and then recreate it using the same feature (basically Id attribute of ListInstance remains the same, number of list items, i.e. the number of <Row> elements, may change), the association would be maintained. So if you were adding 5 more product types, then if you had created the list using a feature, you could just delete the list and provision the new one using the same feature with extra info for new items and everything would just work!
As a side note, this is the better approach because if you have to do the upgrade on a lot of servers, then rather than doing list export import via stsadm, feature deactivation and activation is a much more recommended solution. This is how we did it.
3)Deleting all list items from Product Type and adding new ones (list is never deleted)
If you are linking the lookup field (in Product List) to the ID field of the lookup list(Product Type), you have to remember that ID is auto-incrementing, so if you delete all items and then add new ones, then their ID's would be different. Say you had 5 items with ID's (ID field is not shown in UI while editing in Datasheet view) 1-5 in the list. If you delete them and add new items, their ID's would start from 6 and not 1 again. So if your lookup field had link to the item with ID 1 in it, then this method is not going to work because there is no item with ID 1 in the Product Type list anymore. So you might want to really try this out before going to production with this method.
4) Editing the list in place
If the list is not extraordinarily huge, and you only have to make this change to one or two instances, could you not just edit the list directly in the datasheet view on the prod server? When editing in datasheet view, do not delete the item, but just overwrite the values of its columns. And you can add more items if you want. This will make sure your ID's are valid.
I have mostly talked about adding new items to the list. Now if you were deleting existing items, then your lookup fields will be affected because assuming you linked the field by ID, the ID is not present anymore since the item has been deleted. Basically, any method you use, maintaining your ID's is critical.
Now regarding your doubts/questions:
I am not too sure about stsadm export import for a list (never done it myself), but stsadm can be tricky as some operations will work on certain scopes only. So you better try out your exact scenario on a dev env.
What happens during an import is tricky again depending on the exact timing. I am sure SP has its own concurrency mechanisms, but you cannot have a definitive answer as it might probably be different based on the stage of the import. If possible, recommended approach is to do the import during a planned downtime.
Regarding changing schema of the list, a change in the schema of a list will not affect the existing list instances (for the most part). If you do this through UI, I believe SP makes changes to the content DB directly. I am not certain how you intend to do this, but if you were to add a column to an existing list using a feature, the way to do this is during feature activation by adding a new content type to the list and adding your new column to this content type. This way you add the column but do not affect the existing list items.
Good luck...
There are two components to a particular lookup: the field, and the field value. The field value only contains the ID of the item(s) it refers to, and the display field. This information is meaningless without the field, which specifies what list to look at and what field to use as the display field.
The primary reason that a Lookup will break occurs on the field scope: either the list it referred to no longer exists, or the list does not contain the required field. These would generally happen if you deleted and recreated the list, but you aren't doing that. If you do break a lookup's list reference, then the only thing you can do is re-create the lookup, because you cannot configure the list reference for a lookup field once it is created.
The downside of your import/export procedure is that you lose the validity of all currently existing lookup values. A lookup maintains its integrity based on the ID of the item it references. So when the display field changes, it still refers to the same item. If you delete the item, then the lookup no longer references it, even if you create a new item that has the same value for the display field. So you would have to reassign all of the products to the new product types.
It should be noted that if you were to revert the deletion of that item, it would return to being on the lookup! The reference to that ID is kept until the actual lookup value is updated (such as by editing the Product).
All of your now invalid references will be null for purposes of interaction. You won't see anything on display forms, and you won't have the options when you try to update the product. When you do update the product, you update it to what you just set it to, which since you can't set the non-existent IDs, means that there are no more references to those IDs.
Any changes to the Product Type list's schema that do not affect the display field specified for the lookup will not have any effect on the lookup integrity. If you do change the display field in any fashion, and of course if you delete it, then it will break in the same fashion as with the list reference. However, you can set the display field, both in the UI and in the object model, so it is easy to fix this.
I have a Person field in my custom list. I want to have a view that will show multiple fields from that Person instead of the one I had to choose when creating the Person column.
So basically I want to have one column for Person and then in the view see Name, title, email, phone. All of those are valid choices but I can only pick one right now.
I really want to avoid typing in the username lookup for each column I choose to display.
This is SP 2007
It sounds like you need to create a custom fieldtype (with a fieldcontrol) that inherits from the userfield but in viewmode renders out the different columns you need. Is that something along the lines you are looking for?
http://www.sharepointblogs.com/nicksevens/archive/2007/08/31/create-custom-field-types-for-sharepoint.aspx
Note: This link is broken
You probably want a Computed Field. Note that this is not a Calculated Column. A Computed Field is what is used to display the same data is different ways. In SharePoint there is a Title field, but there is also a "Title (linked to item with edit menu)" computed field as well as a "Title (linked to item)" computed field.
See midway down this link for more details. I'm not sure if it will have all of the power that you need, but if it does it is almost certainly what you are looking for if you don't mind getting into the Schema XML file a little.
Could you use a DataView web part for this? If it's just a question of viewing the data that might be suitable.
Came across this thread and thought I'd add a tip. This suggestion is clearly not for every use case, but may work well in situations where you're managing a list rather than allowing manual inputs (verified to work with SP 2013):
Create a spreadsheet with columns to match your SharePoint list that contains multiple profile fields. (for example: name, phone number, email address)
In the spreadsheet, enter the same email address in all of the person/group field types in that row. (e.g., boss#company.com, boss#company.com, boss#company.com)
Select and copy the row(s) you wish to transfer to SharePoint.
In SharePoint, change the list view to "Quick Edit" and paste the row(s) into the grid.
SharePoint will process each field and convert the email address to the profile value you selected during the list setup.
In a SharePoint list I want an auto number column that as I add to the list gets incremented. How best can I go about this?
Sharepoint Lists automatically have an column with "ID" which auto increments. You simply need to select this column from the "modify view" screen to view it.
You can't add a new unique auto-generated ID to a SharePoint list, but there already is one there! If you edit the "All Items" view you will see a list of columns that do not have the display option checked.
There are quite a few of these columns that exist but that are never displayed, like "Created By" and "Created". These fields are used within SharePoint, but they are not displayed by default so as not to clutter up the display. You can't edit these fields, but you can display them to the user. if you check the "Display" box beside the ID field you will get a unique and auto-generated ID field displayed in your list.
Check out: Unique ID in SharePoint list
If you want to control the formatting of the unique identifier you can create your own <FieldType> in SharePoint. MSDN also has a visual How-To. This basically means that you're creating a custom column.
WSS defines the Counter field type (which is what the ID column above is using). I've never had the need to re-use this or extend it, but it should be possible.
A solution might exist without creating a custom <FieldType>. For example: if you wanted unique IDs like CUST1, CUST2, ... it might be possible to create a Calculated column and use the value of the ID column in you formula (="CUST" & [ID]). I haven't tried this, but this should work :)
I had this issue with a custom list and while it's not possible to use the auto-generated ID column to create a calculated column, it is possible to use a workflow to do the heavy lifting.
I created a new workflow variable of type Number and set it to be the value of the ID column in the current item. Then it's simply a matter of calculating the custom column value and setting it - in my case I just needed the numbering to begin at 100,000.
it's in there by default. It's the id field.
If you want something beyond the ID column that's there in all lists, you're probably going to have to resort to an Event Receiver on the list that "calculates" what the value of your unique identified should be or using a custom field type that has the required logic embedded in this. Unfortunately, both of these options will require writing and deploying custom code to the server and deploying assemblies to the GAC, which can be frowned upon in environments where you don't have complete control over the servers.
If you don't need the unique identifier to show up immediately, you could probably generate it via a workflow (either with SharePoint Designer or a custom WF workflow built in Visual Studio).
Unfortunately, calculated columns, which seem like an obvious solution, won't work for this purpose because the ID is not yet assigned when the calculation is attempted. If you go in after the fact and edit the item, the calculation may achieve what you want, but on initial creation of a new item it will not be calculated correctly.
As stated, all objects in sharepoint contain some sort of unique identifier (often an integer based counter for list items, and GUIDs for lists).
That said, there is also a feature available at http://www.codeplex.com/features called "Unique Column Policy", designed to add an other column with a unique value. A complete writeup is available at http://scothillier.spaces.live.com/blog/cns!8F5DEA8AEA9E6FBB!293.entry
So I am not sure I can really think of why you would actually need a "site collection unique" id, so maybe you can comment and let us know what is actually trying to be accomplished here...
Either way, all items have a UniqueID property that is a GUID if you really need it: http://msdn.microsoft.com/en-us/library/microsoft.sharepoint.splistitem.uniqueid.aspx
Peetha has the best idea, I've done the same with a custom list in our SP site. Using a workflow to auto increment is the best way, and it is not that difficult. Check this website out: http://splittingshares.wordpress.com/2008/04/11/auto-increment-a-number-in-a-new-list-item/
I give much appreciation to the person who posted that solution, it is very cool!!