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Create a Process to update fields within same entity

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Posted on by Community member 30
Hello All-

Looking for directions for creating a Workflow (or Action?) that will update all records (within the same entity) that have matching field values.

Example:

When Field X in Record A changes and is updated to Yes value, then I'd like to update multiple fields in all other Records where Field Y is equal to Field Y in Record A.  Field Y is a Lookup Field from another Entity.  The multiple fields to be updated in subject Records are not parent/child.

Any help is greatly appreciated!

Bill Reinking
Executive Director
State Basketball Championship  
  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Create a Process to update fields within same entity
    Hi Partner,
    Depending on your needs, workflow can't help and you need use power automate to make it happen.
    In power automate, creating one automated flow:
    1.Trigger:
    --The When a row is added, modified or deleted trigger runs a flow whenever a row of a selected table and scope changes or is created.
    2.List rows:
    --Use the List rows action to retrieve multiple rows at once from Microsoft Dataverse with a structured query.
    3.Update a row
    --Use the Update a row action to make changes to a row in Microsoft Dataverse.
    I hope you can verify my answer if it helps you! If you have any questions, please feel free to contact me.
    Regards,
    Leah

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