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varshinims08
Helper III
Helper III

Linking parent and child records automatically

Hi all, 

I want to build a flow to link parent and child records of same entity. Here is the scenario, I have entity A. When a new record is created in entity A it will check for duplicate record using "List rows" connector, if record already exist then i want to add newly created record(child) to already existing record(parent). How can I do this?

 

I tried to use "relate rows" connector, but i am getting error as Action 'Relate_rows' failed.

 

Thanks.... 

4 REPLIES 4
Expiscornovus
Most Valuable Professional
Most Valuable Professional

Hi @varshinims08,

 

Depends a bit on your setup. Have you created a custom field with a N:1 relationship for your Entity A?

 

If so, below is an example with the out of the box Account entity.

 

That entity has a field called parentaccountid. This field is using a N:1 relationship called account_parent_account. 

 

parentaccount_lookup.png

 

With this example it should be possible to add the relationship by just setting the guid of the parent account in the parentaccountid field.

 

 

1. Add a When a record is created trigger action

whenarecordsiscreated.png

 

2. Add a List records action. Use the filter query field to retrieve the parent. Make sure you also exclude the account from the trigger.

name eq '@{triggerOutputs()?['body/name']}' and accountid ne '@{triggerOutputs()?['body/accountid']} '

listrecords_accounts.png

 

3. Add a Update a record action. Use accountid (child) from the trigger action.

 

updatearecord_accounts.png

 

4. Use an expression to retrieve the accountid from the parent from the List records action.

outputs('List_records')?['body/value']?[0]?['accountid']

parentaccount_expression.png

 



Happy to help out! 🙂

Interested in more #PowerAutomate #SharePointOnline or #MicrosoftCopilotStudio content?
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varshinims08
Helper III
Helper III

Hi @Expiscornovus, Thanks for reply..

 

I tried the steps u have attached... 

But I am getting a error. 

 

Here is the screenshot of my flow

27cd19c7-5349-435d-a670-640f67869821.png

 In next step I have some conditions that need to be satisfied

8e036a73-2131-47d3-bf77-f99e43651616.png

7007221d-16e6-4ad0-812b-1855e777c633.png

And the error is - 'NotFound'

This is the output I am getting 

 

<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Strict//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-strict.dtd">
<html xmlns="http://www.w3.org/1999/xhtml">
<head>
<meta http-equiv="Content-Type" content="text/html; charset=iso-8859-1"/>
<title>404 - File or directory not found.</title>
<style type="text/css">
<!--
body{margin:0;font-size:.7em;font-family:Verdana, Arial, Helvetica, sans-serif;background:#EEEEEE;}
fieldset{padding:0 15px 10px 15px;}
h1{font-size:2.4em;margin:0;color:#FFF;}
h2{font-size:1.7em;margin:0;color:#CC0000;}
h3{font-size:1.2em;margin:10px 0 0 0;color:#000000;}
#header{width:96%;margin:0 0 0 0;padding:6px 2% 6px 2%;font-family:"trebuchet MS", Verdana, sans-serif;color:#FFF;
background-color:#555555;}
#content{margin:0 0 0 2%;position:relative;}
.content-container{background:#FFF;width:96%;margin-top:8px;padding:10px;position:relative;}
-->
</style>
</head>
<body>
<div id="header"><h1>Server Error</h1></div>
<div id="content">
<div class="content-container"><fieldset>
<h2>404 - File or directory not found.</h2>
<h3>The resource you are looking for might have been removed, had its name changed, or is temporarily unavailable.</h3>
</fieldset></div>
</div>
</body>
</html>

 

 

Thank you

Expiscornovus
Most Valuable Professional
Most Valuable Professional

Hi @varshinims08,

 

First of all I would add a not equals (ne) to your filter query. Otherwise it is possible that you would also list the child claim record and potentially could try and link it to itself.

 

Below is an example. Amend it to your field names.

 

claimsid_notequals.png

 

You can ignore my expression which I posted earlier.  You are using the update a row in an apply to each. This will make it a bit easier, there is no need for expression with an index [0] to select the first record.

 

You can just use both the Claims fields (claimsid) to relate the records to each other.

 

claimsid.png

 

And finally you should also check if the List rows action output is empty. Otherwise the flow will also fail.

 

Hope this helps a bit?



Happy to help out! 🙂

Interested in more #PowerAutomate #SharePointOnline or #MicrosoftCopilotStudio content?
Visit my blog, Subscribe to my YouTube channel or Follow me on Twitter


varshinims08
Helper III
Helper III

Hi @Expiscornovus, Thank you for guidance 

 

I followed your steps, But I am still getting same error.. 

 

I think my list action is not listing records, Can you please tell me how can I check whether the output is empty or not?

If it is empty, then what is wrong and how can I correct this?

 

 

Thank you.. 

 

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