[2 days left] What’s wrong with your cloud strategy? Learn why multicloud solutions matter with Nimble Storage.Register Now

x
?
Solved

Understanding Using a Lookup in a Workflow in SPD 2010

Posted on 2013-01-27
1
Medium Priority
?
828 Views
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.
0
Comment
Question by:Cljose
[X]
Welcome to Experts Exchange

Add your voice to the tech community where 5M+ people just like you are talking about what matters.

  • Help others & share knowledge
  • Earn cash & points
  • Learn & ask questions
1 Comment
 

Accepted Solution

by:
Cljose earned 0 total points
ID: 38886516
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).
0

Featured Post

VIDEO: THE CONCERTO CLOUD FOR HEALTHCARE

Modern healthcare requires a modern cloud. View this brief video to understand how the Concerto Cloud for Healthcare can help your organization.

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

The System Center Operations Manager 2012, known as SCOM, is a part of the Microsoft system center product that provides the user with infrastructure monitoring and application performance monitoring. SCOM monitors:   Windows or UNIX/LinuxNetwo…
A recent project that involved parsing Tableau Desktop and Server log files to extract reusable user queries for use in other systems. I chose to use PowerShell to gather the data, and SharePoint to present it...
The viewer will learn how to use the =DISCRINV command to create a discrete random variable, use this command to model a set of probabilities and outcomes in a Monte Carlo simulation, and learn how to find the standard deviation of a set of probabil…
The viewer will learn how to create a normally distributed random variable in Excel, use a normal distribution to simulate the return on an investment over a period of years, Create a Monte Carlo simulation using a normal random variable, and calcul…

656 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question