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Understanding Using a Lookup in a Workflow in SPD 2010

Posted on 2013-01-27
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Last Modified: 2013-02-13
I have created two lists, one is called "CDRL Review" and the other is called "Vendors".  I created a Lookup column in the CDRL Review List that is supposed to pull the Vendor's email address from the 2nd List and populate an email header with the vendor's email address for an email to be sent.  When I start to set up the lookup in SPD, I receive a series of windows asking for the Field Data to Retrieve, Data Source, Field from source, etc.  I cannot seem to fill these windows out properly to get the lookup to pull the vendor's email address to store in a workflow variable.  Would someone please help me understand what goes where in order to make this work?  For example, in the "Lookup for String" window, do I list the CRDL Review list as the Data Source, since that is the one that contains the lookup?  Which list is the "Find the List Item" section referring to?  And lastly, which list do I choose as the Data Source in the last window called "Lookup for Single line of text"?  Thanks.
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Question by:Cljose
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I figured this out by looking at other answers.  What I learned is that the first window labeled "Lookup for String", the Data source must be the secondary List tied to your Master List, i.e. the List containing the Lookup column.  The "Field from source" is the EXACT field you would like info from.  In my case, it was EmailAddress.  Return the field "As String".  In the lower portion of the same window, where it reads "Find the List Item", you are now focusing on the Master List.  When you click the blank textbox to select the column name from your Master List (labeled "Field"), a second window opens.  The idea is that this works similar to a wizard to assist in selecting the correct field.  The top of the window will read "Lookup for Single line of text".  Choose "Current Item" as your Data Source.  The "Current Item" is your Master List or, in this case, the CDRL Review List.  This would be the column labeled "Vendor Communications".  The "Field from source:" refers to the Master List column name.  The "Return field as:" must be set to "Lookup Value (as Text).
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