I am new to SharePoint workflows and have started learning how they work. My first project is when a document is uploaded to a document library, a list item is created. When the list item is created, an approval process starts. The approval piece is working, but now I'm tweaking the information that is stored and shared.
Document Library = Purchase-Requests
List = Purchase-Approvals
In the list, Purchase-Approvals, I have created a custom lookup column where the user should be able to select the document from Purchase-Requests that is related to the list entry.
Here is how I set up the custom field in the list:
This shows that there is a document uploaded to this library.
This is the list item where the user should be able to select the document to link to this request.
How can I either get the documents list to show up in the dropdown on the list or is there another way to link a document to a specific list item?