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Hello everyone. First time posting. I have a form that collects requests for assistance and I am stuck trying to automate adding the user's region to a SharePoint list. Currently the technician assigned to the customer will open the request, as of now the technician selects their own name from a drop down (this can change if another way is better) and fills the rest of the fields regarding the request. This data is then processed through a flow and updates a SharePoint list. I would like to add a column in the list to automatically fill it with the technician's assigned region (North America, LATAM, Europe, APAC, etc.). As of right now the number of technicians is small (about 5), but it will be increasing soon to 100, a dropdown to select the technician will not be ideal when that number increases and also will need to be able to pull their assigned regions. I was thinking if I had a table with the technician's names and their assigned region might work well, maybe from an XLS? How would I go about accomplishing this? Any other suggestions are also welcomed. TIA.
I suggest adding a SharePoint list with two columns:
Title - use this for the region
Tech Name
You can then use a SharePoint Get Items action with an OData filter query - only the row with the region you want will be returned,
Here is a link for more info on using OData filter queries in SharePoint.
Please let me know if you need more help.
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Michael E. Gernaey
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David_MA
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stampcoin
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