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Matt Pinkston

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List COnnection in SharePoint

LIST1 contains parent records
LIST2 contains child records

LIST1 & LIST2 are connected

LIST3 is a list that contains several fields from enterprise systems but the DealID field would be shared across all three.

My question is what woul be the best way to connect the data from LIST3 to LIST1 & LIST2 after it is re-created each time...

Thanks


Avatar of Matt Pinkston
Matt Pinkston

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Okay three lists LIST1, LIST2 & LIST3

LIST1 & LIST2 are connected and are working lists
BPID in LIST2 = ID in LIST1 (Connection)

I also have LIST3 which shares a common filed with LIST1 & LIST2 (Siebel ID)
the problem here is that LIST3 gets recreated from scratch once per month, same format just recreated.

From LIST1 & LIST2 forms I need access to Total Spent & Total Spent Date from LIST3

- tried workflow, but does not seem to be a way to do a workflow that updates all records in LIST1
- Since the file gets recreated each month I would lose the connection

Need some solid advise on the best way to do this.
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GeorgeGergues

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