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  Asked By: Gregory    Date: Apr 17    Category: Sharepoint    Views: 667

Can anyone please point me to a resource (or explain) how the 'Add
lookup to body' functionality works in Sharepoint Designer workflows?

I am trying to lookup a field from a source record in a list, and
can't seem to figure it out.

I have two lists: Candidates, Applications.

In the applications list, you can select the candidate (Lookup other
list).

I want an email notification to trigger from the applications list
wherin the message body of the email, the phone field from the
candidates list is looked up, based on the applicant that is selected
in the "Applications" entry (does that make sense)

Sharepoint Designer help file is not very clear or helpful.

Hope I explained it thoroughly.

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1 Answer Found

 
Answer #1    Answered By: Michelle White     Answered On: Apr 17

I found my answer from the MS site.

Basically

Lookup details:

Source: List to lookup  from
Field: Field you want to get

Find the List Item:

Field: Source: Foreign Key (or value that identifies)
Value: Primary Key

So in my case it was

Source: Candidates
Field: E-mail address

Field: Candidates: Full Name (my unique value - for now)
Value: Applications: Candidate

 
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