We have a SharePoint site setup for tracking teams metrics. We have multiple lists to organize things. A metrics definition list that captures the metric, description and target goal percentage with start/end dates. This drives the actual tracking log to get the right metric goal% for the date of the log item. This works fine and other calculations work as needed.
We are stuck on updating all the log items for when a metric definition goal% is changed. If a user updates the target goal (for whatever reason) we need to find all the impacted tracking log items AND update the goal% to the new/revised value.
I thought I could do this from the metric definition site with a list workflow, but cannot figure out the query logic to find all the log items from the other list. A site workflow was pulling everything and again struggled to get the right logic.
How can we setup a workflow or combination of workflows to - when a target goal% is updated find the all related log items in another list and update the goal% to the new value?
Thanks in advance for your help on this. Struggle to get the right setup