Linking Task list and Doc Library with Flow

[ET55]

Hello community,

It may be a simple question, but I want to use VLOOKUP-type functionality in my Sharepoint but I can't figure it out on my own and hours of browsing didn't help me as well.

I have a Document Library with lots of files and metadata, these are the files that are received from customers. One of the metadata fields is "CustomerEmail". Using this column I may group by and filter out the view by customers email. However, in order to make it more user friendly I want to have an automatically updating metadata field "CustomerName" which update file properties according to the "CustomerEmail" value. Doc Library looks like this:

FileName	CustomerEmail	CustomerName
Image001.jpg	john@gmail.com
TestFile.docx	mary@gmail.com

In order to make it I've created a Task List with names and emails of all customers. Task List looks like this:

CustomerName2	CustomerEmail2
John Doe	john@gmail.com
Mary Williams	mary@gmail.com

Then I wanted to create a Power Automate flow to trigger when the file is modified > loop through the Task List > find  the matching value > update file properties (CustomerName: CustomerName2).

For this I've tried using ODATA filter (both using Get Items and Get files (properties only)), looping through the Get Items value and checking it with Condition control, but none of it worked.

If it would be only John and Mary (two customers), I would probably not think too much and just create two conditions in my flow (if CustomerEmail eq 'john@gmail.com', then update file CustomerName to 'John Doe', etc.). But since I have tens of customer emails and names, that's not an option and I'm looking for the way to make it possible since it doesn't look difficult...

[JohnAageAnderse]

Hello @ET55 

Did you find a solution to your need or is it still relevant?

A simple solution would be that when a file is modified and the customer name is empty, then you lookup the customer email address in the task list.

If found, you update the customer name for the file.

If not found, you inform yourself about a missing customer name for a customer email address.

Let us hear back from you about your need 🙂

Kind regards, John