Update a specific column in one sharepoint list based on an item created in another list through a workflow

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Hi,

Am a newbie to Sharepoint Designer and have just started working on workflows.
Would greatly appreciate if someone could help me with the following:

List A : apart from other columns, includes “Client Name”
List B : apart from other columns, also includes “Client Name”. The “Client name” in this list is a lookup field from List A and is the only column that it has in common with List A

I would like to know if it is possible to update just the “Client Name” field in List B every time an item is created / updated in List A. I’ve tried a workflow with build dynamic field – while the workflow has not thrown any errors, it does not work either! Am I missing something or totally off?

Is there any other way?

Would appreciate any help I can get.

Thanks,

Vishaka

Posted 20-Feb-12 0:49am

Member 8661360

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Not Active · Answer 1 · 2012-02-20T01:23:00

Solution 1

I'm a little confused about what you are trying to do. If the client name in B is a lookup from A then if the name is changed it is reflect in any list it is linked to. Like what happens in a relational database.

The best way to handle synchronization between lists is use a list event handler. which can't be done in SPD.

Posted 20-Feb-12 1:23am

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Member 8661360 20-Feb-12 7:35am

You're right. I am more concerned about new items - where users don't have to go use the lookup in List B, instead it would auto populate everytime a new item is created in List A

Could you point me to some good resources on list event handler and how I am to achieve that?

[no name] 20-Feb-12 8:07am

Your comments are still confusing. I don't understand the functionality you are trying to accomplish. When adding a new item to list B there is a dropdown of items in List A, based on the lookup field. You don't want users to pick from this list?

Member 8661360 20-Feb-12 23:22pm

Yes, I don't want users to pick from the list.

[no name] 21-Feb-12 7:00am

How do you expect them to enter this information? Are treating this as some type of auto complete textbox? How do you expect user to enter new items into List A?