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Update the Title based on a the metadata selection

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Posted on by westerdaled

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I want to update the Title column of the newly created item to reflect the term label of a separate meta data column. Please don't ask me why I am having to do this but it does involve dealing with the limitations of a popular Forms product

Hence, Is the best approach to use a Get Items acction and for me to set the OData filter to select field values of the current item or is there a simpler approach when using flows?

Daniel

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barathb on at

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Re: Update the Title based on a the metadata selection

Hi Daniel, what is the data source in your scenario? SharePoint list? Excel?

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westerdaled 634 on at

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Re: Update the Title based on a the metadata selection

Hi Barathb

It is SharePoint list. I can see many uses if this solvable inc shadowing metadata columns for in text columns that can act as keys in lookup lists.
Daniel

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barathb on at

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Re: Update the Title based on a the metadata selection

Setup two Flows. One will create records on the list and another will trigger when a record is inserted into the SP list, update the title column of the same. Will this work?

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westerdaled 634 on at

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Re: Update the Title based on a the metadata selection

Hmmm I am not sure. Can you explain the actions I should use and I will look at this in the morning (as I am in 🇬🇧 ). and I will update this post.

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westerdaled 634 on at

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Re: Update the Title based on a the metadata selection

Hi

I have re-read this and I am still not sure what you mean. I think this should only require one Flow: On Item or record create, extract the label of the mandatory metadata column and apply to the Title column.

Regards

Daniel

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barathb on at

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Re: Update the Title based on a the metadata selection

Hi,
Can you please give an example of how the record will look like when it is first inserted and after it is updated? Please also give the shape of the data in the metadata column.

Thanks
Barath

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westerdaled 634 on at

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Re: Update the Title based on a the metadata selection

Barath

I am intersted in when the item is first created

Here I show the

Title Column ( for shadowing the meta column)
The Policy Type meta colum
The termset associated with the list column
.

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barathb on at

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Re: Update the Title based on a the metadata selection

I am not familiar with the "meta column" concept. Is it specific to SharePoint?

When a new item is created in a Sharepoint list, you have to look up a meta column and update a column within a sharePoint list? Is it possible to store the meta column values in another SharePoint list? In that case, when a record is created in SP List A, you lookup the meta column value based on some criteria in SP List B and update the SP List A?

Or, are looking to query the values in a "meta column" on a SP List via Flow? I don't think Flow exposes the "meta column" values and that may be the issue here?

We can setup a quick call to get you unblocked. Send an email to flowdev@service.microsoft.com and mention this thread. We will take it from there.

Thanks
Barath

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