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So i have 2 lists, a and b. some of the fields in list a such as envelope (dropdown) is based on a lookup reference. I'd like to create a workflow wherein if envelope 001 has been chosen, envelope 001 from the reference table will not be available anymore in the option. is there a way to. do this?

or can I create a rule wherein if envelope 001 is chosen, envelope 001 in the reference table will be transferred to list b?

  • Please take a look at the below Answer and mark it as a solution if it works for you. Thank you – SP-Kyle Jul 23 at 19:18
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There is a way to do this, but you will need to utilize a workflow.

  • Create List 2 with Title as the values for List 1 lookup
  • Create column in list 1 that looks up to the title column of list 2
  • Create workflow on list 1 for edit/create trigger (reference screenshots below)
  • Grab the drop down value and store in a variable PLAIN TEXT
  • Then using that variable, get List 2 item from Title column and Delete (screenshots)
  • When item edited on list 1 it will lookup and delete an item from list 2
  • Now on list 1, only the remaining items will be available.

Let me know if the below images explain this clearly enough


THIS IS THE WORKFLOW THAT SITS ON LIST 1 This is the workflow on List 1 VALUES ON LIST 2 IN TITLE COLUMN

enter image description here THIS IS THE NEW ITEM ON LIST 1

enter image description here

  • Thank you so much for your help!!!! – Haree Sac Aug 4 at 11:41
  • Glad to help! 👍👍 – SP-Kyle Aug 4 at 22:32

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