Populate columns in a library automatically based on a value selected

Karen Palleschi 0 Reputation points
2024-03-28T17:29:35.7566667+00:00

My test scenario so far...

  1. Upload a document from a specific team to a specific SharePoint doc library.
  2. Columns in the library include; Name, Team, Modified, Modified By, SME, and Approver.
  3. Name, Modified, and Modified By will populate automatically from the uploaded document.
  4. I want the options for SME and Approver to be automatically based on the Team selected.

Examples:

Document is uploaded for Team A, and the SME options are Person 1, 2, 3, or 4. Because it's a document for Team A, the Approver options are Manager 1, 2, or 3. The SME and Approver values' only connection to each other is they are both part of Team A. SME might not always be the same value. Approver might not always be the same value. Because it is a Team A document, I want the options for SME and Approver to automatically be just the Team A options.

Document is uploaded for Team B, and the SME options are Person 5, 6, 7, or 8. Because it's a document for Team B, the Approver options are Manager 4, 5, or 6. Again the SME and Approver values' only connection to each other is they are both part of Team B. SME might not always be the same value. Approver might not always be the same value. Because it is a Team B document, I want the options for SME and Approver to automatically be just the Team B options.

Ultimately I'll be leveraging these fields to route a Power Automate flow, to alert the SME of the document for feedback and ultimately to the Approver for final sign off.

I'm appreciative of any recommendations, thanks in advance.

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  1. Yanli Jiang - MSFT 21,606 Reputation points Microsoft Vendor
    2024-03-29T07:36:31.7966667+00:00

    Hi @Karen Palleschi ,

    According to your description, the issue may be more related to Power Automate.

    Power Automate is currently not supported in the Q&A forum. Please start a new discussion via the Power Automate Community so that you can get dedicated support on this issue.

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