6

I have two lists:

  • List A
    • Only Managers have access to this list
  • List B
    • Instructors have View Only access to this list
    • This list has only one view filtered by [Me]

Each list has the same basic columns.

Current Workflow:

  • ItemCreated in List A --> Copy item to List B

What I want to have:

  • Item 10 in List A is edited
  • Item 10 in List B is updated with revisions made in List A

What is the best method to accomplish this using only OOB functionality (No custom code and whatnot)?

What I have:

  • SP 2013
  • SP 2010 Workflows
  • Site Owner Permissions

What I don't have:

  • Server Access
  • Permission to use custom code
4

You can achieve your requirement using SharePoint Designer workflow in a couple of steps.

  1. Go to SharePoint Designer -> Open Site -> Go to Workflows from the left Menu.
  2. From the ribbon select "List Workflows" -> select your "List A"
  3. Make sure this workflow triggers on "an Item Updated".
  4. Add an action "Update a ListItem"
  5. Click "this list" to open a popup to select list and add fields.
  6. In the Update List Item Popup, you have to find a List item using Find the List Item section. Field is select the field in List B to match. Value which matches the field value. e.g: as Below Screenshot

enter image description here

This does update List B when you update an item in List A.

  • Just to be clear, you can use the ID like this because List B is only added to when List A gets a new item, correct? So, this wouldn't work if List B was being added to manually as well (or from another workflow)? – Odinson Jun 11 '17 at 1:29
  • The condition is just a sample you have to replace with your own condition. The field must be a unique field to return one list item (e.g: RegID). To say about that I took ID in my answer. It is not to copy and paste to your solution. – Venkat Konjeti Jun 11 '17 at 14:12
  • To be clear, I got this to work by adding a field in List B of "List A Item ID" and assigned the ID from List A to this field. Once I did this it worked like a charm. – Odinson Jun 14 '17 at 17:35

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