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11月2日

Using Lookup column to maintain the relationship between two lists

Scenario:

This is an simple tutorial of using Lookup column to synchronize the data between two lists: Source List and Destination List.

1. In the Destination List, create a RefID which gets information from ID field of the Source List. Very similar with the Foreign Key in the SQL Server.

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2. Create a simple workflow attached to Source List to create the initial the relationship.

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3. Create a workflow attached to Destination List to sync the changes back to the Source List.

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4. Test results.

1) Create a new item in Source List and wait for the workflow to complete.

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2) In the Destination List, a list is created by the workflow attached to Source List and the RefID has been filled out.

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If you click the RefID, you could navigate back to Source List.

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3) Modify the list item in Destination List, wait for the workflow attached to Destination List to complete.

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Navigate to Source List, the change made in Destination List is synchronized.

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Additional Comments:

1. SharePoint Designer workflow impersonates your current account, which means you need to have Contribute Permission (at least Edit List Item Permission) on both Lists.

To workaround the limitation, a Visual Studio workflow or an Event Receiver is needed. actually Event Receiver is more suitable for this scenario.

2. As the RefID is a key field in the two lists, I do not suggest to add the RefID to the exited lists because it is not easy to fill the empty values with correct ones.

3. The tutorial implements a limited function with  least actions, it should be extended with specific requirements.

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