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I’m trying to create a workflow (2010 or 2013) to update all of the Department Names or the Department Codes in List 2 whenever there is change to the Department Names or Department Codes in List 1.

For example, if I update the department name ‘Operations Data’ to ‘Ops Data’ in List 1, I would like a workflow to loop through all the employee data in List 2 and update the department name to ‘Ops Data’.

What is the best way to accomplish this?

List 1 – Depts & Codes (10-15 departments)

Department Name | Department Code

Operations Data        1001
Operations Mgmt      1002

List 2 – Employee Data (800-900 employees)

Employee Name | Position | Department Name | Department Code

John Doe              Operator   Operations Data     1001
Tim Daily              Operator   Operations Data     1001

  • Can you use a lookup column in List 2, referencing List 1? Lookup columns can bring over multiple columns of data and you should be able to get both your Department Name and Code pulled over (and updated) automatically doing it this way. – James Jul 19 '16 at 17:02
  • I'm able to use a lookup column because I need to be able to filter the items in the column. Filtering lookup items does not work. – user5305155 Jul 19 '16 at 21:06
  • Correction - I'm not able to use a lookup column because I need to be able to filter the items in the column. Filtering lookup items does not work. – user5305155 Jul 20 '16 at 14:47
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On Item Update in Department List , Create workflow with loop to do bulk update for all employees with condition Department = ‘Operations Data’

To know how to create this loop check this

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