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.
- 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.
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.
Note: That when trying to do the above after a migration or a bulk transfer of data you may need to open the parent record edit form and "Save" it before running the Action to reassign the relationship.
10/3/2019 1:16 PM