Copy content from one list to another when column types are different.

7 years ago
13 June 2016
10 replies
13 views

sharepointsean
56 replies

Hello Everyone,

Here is my situation, I have SharePoint 2013 on prem with Nintex Workflow 2013.

I have two custom lists - Customer and SR Tracker. I need to copy specific fields from the Customer list to the SR Tracker list. The issue is that the column types are not the same.

Customer:

Customer Name - Lookup column from another custom list

Customer Code - Lookup column from another custom list

CSM - Lookup column from another custom list

SR Tracker

Customer1 - Single line of text

Customer Code1 - Single line of text

CSM - Single line of text

I have tried using a Query List object to collect the information and even a Set Variable. I have tried using a Create Item object to copy the needed information over but nothing gets copied over.

I have also tried to use the Copy Item object in order to copy the content from one list to the other, but content still does not get copied over.

Any ideas or information on how to make this happen is appreciated.

Thank you.

10 replies

+16

what type of fields are customer name, customer code and CSM in the custom list and do they all reside in the same list? I will try to replicate.

In the Customer List the fields are as follows:

Customer Name - Lookup column - looks to another list in the same site.

Customer Code - Lookup column - looks to another list in the same site.

CSM - Lookup column - looks to another list in the same site.

SR Tracker List

Customer1 - Single Line of Text - on the same site as the list above

Customer Code - Single Line of Text - on the same site as the list above

CSM1 - Single Line of Text - on the same site as the list above

+16

sorry think I should have been clearer. Customer Name, code and CSM are lookup columns to another list. In THAT list, what type of columns are they? Single Line of Text?

okay sorry about that. Here is what each is

CSM:

- single column list, It is the default Title column for this.

- Column is a Single Line of Text

- This is a separate list

Customer and Customer Code:

- These are two columns in the Customer List

- Both are Single line of Text fields

- Staff have to fill them in with the customers name and code.

would it work if I used the Crate Item action, but defined it by using the option of List Lookup when selecting a field?

+16

I have tried to replicate. I have the following:

Custom List "CSM":

Custom List "Customers":

Customer Code = Title column, Customer = Single Line of Text

Custom List "CustomersAndCSM"

Customer Code = Lookup to Customers List pointing at title field customer code

Customer Code: Customer = additional information on column above from lookup list

CSM = Lookup to list CSM Title field

Custom List "SR Tracker":

All Single Line of Text

I created a workflow on CustomersAndCSM to create item in SR Tracker with one action configured as follows:

Output:

SR Tracker After WF.PNG

That is excellent!!!! Thank you for your help that is exactly what I am looking for.

I have one other questions now.

In your last screen capture under the columns CustomerCode1, Customer1 and CSM1, you have all of the correct values, but in front of each of these values you have the 1;#CustomerA or 1;#CSM1 how do you get rid of the 1;# that in front of the value in the column.

I would need to get rid of that 1;# in order to have "clean" information to display to the end users.