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GeraldDahl
Helper I
Helper I

update field in multiple records based on separate fields in original record

Record A in general ledger is $100. Record B is $50, C is $30 and D is $20.

Record A has a sub-grid that shows Record B, C and D.

Record A has a lookup field called key01 and I use that field to choose Record B it is captured as Record B.

Record A ................................................. key02 ........................................................... Record C ................................ Record C.

Record A ................................................. key03 ........................................................... Record D ................................ Record D.

Each record has a text field called transaction label. I want to write Record A to the transaction label field for each of Records B, C and D.

In other words, when I save Record A I want a flow to set the transaction label for Record B and C and D as 'Record A' in order to show that the values for Record B, C and D are associated with Record A.

I can use 'update record' and when I put any one of the three 'key' columns in as the 'Record Identifier' the flow works but only for that item that the 'key' associates with.

I've tried 'switch' but that is tied to text columns and even then I end up with the same problem, as soon as one record changes none of the other records do.

I would be most grateful for guidance and tips to point me in the right direction, please.
@mdevaney thanks for any special consideration you might have on this.

 

2 ACCEPTED SOLUTIONS

Accepted Solutions

Hi @GeraldDahl,

 

Check my playlist on trigger conditions. I have added some new videos related to it.

 

https://www.youtube.com/playlist?list=PLTyFh-qDKAiGFDykUngHNNstTABnc-tLv

 

--------------------------------------------------------------------------------
If this post helps answer your question, please click on “Accept as Solution” to help other members find it more quickly. If you thought this post was helpful, please give it a Thumbs Up.

Thanks,
Reza Dorrani, MVP
YouTube
Twitter

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6 REPLIES 6
DavidMLCarr1
Regular Visitor

I'm just getting started with Power Automate, so please excuse if you have done this, but I would do a "List Records" type of action to find all things tied to A (B, C, and D in your example).  Then add an 'Apply to each' step, and inside that loop, add your update step.  Then the flow should loop through B, C, and D, and allow you to update each of them.

Hope this helps,

Dave

GeraldDahl
Helper I
Helper I

Hi @DavidMLCarr1 I tried the method you described before posting but only one of the six items updates. Thanks for any further tips you can suggest. 

Hi Gerald,

Is the update step inside the 'Apply for each' block? 

If so, I've been learning some debugging steps:

- use compose at the top of the apply loop to see field values and variable values.

- if the apply for each block is greyed out, drag action blocks above that loop  

 

And I'm sure more experienced guys than me would respond if you post screenshots of your flow!

Good luck,

Dave

Thanks again, Dave. I had a breakthrough based on configuring the trigger in the first step. This 9 min video by @RezaDorrani was key: https://youtu.be/j-gP-E6CCE4. I’ve still got some hurdles but I’m moving forward. Thx for the tip regarding the greyed out box which I have encountered and was puzzled by. I will reference your method in the days ahead I’m sure. 🙂

Hi @GeraldDahl,

 

Check my playlist on trigger conditions. I have added some new videos related to it.

 

https://www.youtube.com/playlist?list=PLTyFh-qDKAiGFDykUngHNNstTABnc-tLv

 

--------------------------------------------------------------------------------
If this post helps answer your question, please click on “Accept as Solution” to help other members find it more quickly. If you thought this post was helpful, please give it a Thumbs Up.

Thanks,
Reza Dorrani, MVP
YouTube
Twitter

Thanks @RezaDorrani!

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