Tutorial

Changing Parent/Child Relationships

In this example, we'll walk through moving a child list item to a different parent using the Update Action. Using this feature you can build more complex relational databases, migrate data or reorganize structures without having to delete and re-create child items.

This example uses the Infowise “Associated” content type for the child list. For child lists using the default SharePoint content types, children can be reassigned simply by changing which parent the lookup field is pointing to. This can be done manually or by setting the new value using an Infowise Action.

Instructions

  • Create a manual Update Action in the parent list
  • In "Values to Set", change the value of "Parent Field Name" to the "Associated Items Column" of the parent list in "Items"
  • use a column criteria to identify which items to re-associate.
  • Run the action to re-associate the child items.

Summary

The Associated Items list and corresponding field are an integral part of Infowise functionality. While this feature allows you to model the structure of a relational database, it is not immediately apparent how to change the association of child items after they have been created. Using the Infowise Update Action, children can be re-associated to a new parent as desired. All of this can be configured from the SharePoint visual interface with no programming or database setup necessary.

Last modified: 9/7/2017 5:20 PM
3 comments [latest: 8/9/2016 9:20 PM]
Ronnie [8/9/2016 8:54 PM]
Could the update action be triggered from the child list so that when you update the 'Parent ID' field in the child and save the item it automatically updates the associated item at that point (instead of having to go to the parent list to run the action manually)?
Vladi Gubler [8/9/2016 9:20 PM]
Ronnie: depends on what you want to do with the action. If you want to establish a relationship, you would need to run an action from the parent, but you can trigger that action through an action running from the child (update the parent with child ID for example and that use that ID to establish the relationship)
 
Comments are not designed to replace support calls. If you have a specific issue with one of our products, please send an email to support@infowisesolutions.com to open a support ticket.