Skip to main content
deleted 59 characters in body
Source Link

I am sure this is something quite simple but I can't seem to figure this out (I am new to SPD and workflows in general). I am building a workflow to notify key individuals of a new item(s) being added to a list in SharePoint. I need SharePoint to email those users depending upon the selected value of an existing drop down selection (called "Department"). This selection is a SharePoint lookup column that refers to the title of an external list (called Departments).

In my workflow I can get SharePoint to simply email someone (or a group) when the item is created...that works just fine. What I need is for SharePoint to email user A if selection A is chosen from the aforementioned lookup column...user B if option B from the lookup column is selected...user C for lookup column C...etc.

Here is an example:
1.User creates a new Item and in the dropdown (lookup column) for Department selects "accounting"
2.The workflow sees that "Department" is equal to "accounting" and it emails Jane Doe

*In this example if the selected department was "Technologies" the workflow would email Jon Smith.

I have attempted to configure the condition as:

If Current Item:Department equals Accounting

| Email Jane Doe

*In this example I have manually typed the word "Accounting" into the value field.

However this does not work as no email is ever sent to Jane. I suspect that does not work because Department is a lookup column in this list but I do not know how to properly configure the associated Lookup for Lookup in the condition and I have tried quite a few combinations to no avail. Any suggestions or guidance would be greatly appreciated.

I am sure this is something quite simple but I can't seem to figure this out (I am new to SPD and workflows in general). I am building a workflow to notify key individuals of a new item(s) being added to a list in SharePoint. I need SharePoint to email those users depending upon the selected value of an existing drop down selection (called "Department"). This selection is a SharePoint lookup column that refers to the title of an external list (called Departments).

In my workflow I can get SharePoint to simply email someone (or a group) when the item is created...that works just fine. What I need is for SharePoint to email user A if selection A is chosen from the aforementioned lookup column...user B if option B from the lookup column is selected...user C for lookup column C...etc.

Here is an example:
1.User creates a new Item and in the dropdown (lookup column) for Department selects "accounting"
2.The workflow sees that "Department" is equal to "accounting" and it emails Jane Doe

*In this example if the selected department was "Technologies" the workflow would email Jon Smith.

I have attempted to configure the condition as:

If Current Item:Department equals Accounting

| Email Jane Doe

*In this example I have manually typed the word "Accounting" into the value field.

However this does not work as no email is ever sent to Jane. I suspect that does not work because Department is a lookup column in this list but I do not know how to properly configure the associated Lookup for Lookup in the condition and I have tried quite a few combinations to no avail. Any suggestions or guidance would be greatly appreciated.

I am sure this is something quite simple but I can't seem to figure this out (I am new to SPD and workflows in general). I am building a workflow to notify key individuals of a new item(s) being added to a list in SharePoint. I need SharePoint to email those users depending upon the selected value of an existing drop down selection (called "Department"). This selection is a SharePoint lookup column that refers to the title of an external list (called Departments).

In my workflow I can get SharePoint to simply email someone (or a group) when the item is created...that works just fine. What I need is for SharePoint to email user A if selection A is chosen from the aforementioned lookup column...user B if option B from the lookup column is selected...user C for lookup column C...etc.

Here is an example:
1.User creates a new Item and in the dropdown (lookup column) for Department selects "accounting"
2.The workflow sees that "Department" is equal to "accounting" and it emails Jane Doe

*In this example if the selected department was "Technologies" the workflow would email Jon Smith.

I have attempted to configure the condition as:

If Current Item:Department equals Accounting

| Email Jane Doe

*In this example I have manually typed the word "Accounting" into the value field.

However this does not work as no email is ever sent to Jane. I suspect that does not work because Department is a lookup column in this list but I do not know how to properly configure the associated Lookup for Lookup in the condition and I have tried quite a few combinations to no avail.

I am sure this is something quite simple but I cantcan't seem to figure this out (I am new to SPD and workflows in general). I am building a workflow to notify key individuals of a new item(s) being added to a list in SharePoint. I need SharePoint to email those users depending upon the selected value of an existing drop down selection (called "Department"). This selection is a SharePoint lookup column that refers to the title of an external list (called Departments).

In my workflow I can get SharePoint to simply email someone (or a group) when the item is created...that works just fine. What I need is for SharePoint to email user A if selection A is chosen from the aforementioned lookup column...user B if option B from the lookup column is selected...user C for lookup column C...etc.

Here is an example: 
1.User creates a new Item and in the dropdown (lookup column) for Department selects "accounting" 
2.The workflow sees that "Department" is equal to "accounting" and it emails Jane Doe

*In this example if the selected department was "Technologies" the workflow would email Jon Smith.

I have attempted to configure the condition as:

                  If Current Item:Department equals Accounting

                  | Email Jane Doe

*In this example I have manually typed the word "Accounting" into the value field.

However this does not work as no email is ever sent to Jane. I suspect that does not work because Department is a lookup column in this list but I do not know how to properly configure the associated Lookup for Lookup in the condition and I have tried quite a few combinations to no avail. Any suggestions or guidance would be greatly appreciated.

I am sure this is something quite simple but I cant seem to figure this out (I am new to SPD and workflows in general). I am building a workflow to notify key individuals of a new item(s) being added to a list in SharePoint. I need SharePoint to email those users depending upon the selected value of an existing drop down selection (called "Department"). This selection is a SharePoint lookup column that refers to the title of an external list (called Departments).

In my workflow I can get SharePoint to simply email someone (or a group) when the item is created...that works just fine. What I need is for SharePoint to email user A if selection A is chosen from the aforementioned lookup column...user B if option B from the lookup column is selected...user C for lookup column C...etc.

Here is an example: 1.User creates a new Item and in the dropdown (lookup column) for Department selects "accounting" 2.The workflow sees that "Department" is equal to "accounting" and it emails Jane Doe

*In this example if the selected department was "Technologies" the workflow would email Jon Smith.

I have attempted to configure the condition as:

                  If Current Item:Department equals Accounting

                  | Email Jane Doe

*In this example I have manually typed the word "Accounting" into the value field.

However this does not work as no email is ever sent to Jane. I suspect that does not work because Department is a lookup column in this list but I do not know how to properly configure the associated Lookup for Lookup in the condition and I have tried quite a few combinations to no avail. Any suggestions or guidance would be greatly appreciated.

I am sure this is something quite simple but I can't seem to figure this out (I am new to SPD and workflows in general). I am building a workflow to notify key individuals of a new item(s) being added to a list in SharePoint. I need SharePoint to email those users depending upon the selected value of an existing drop down selection (called "Department"). This selection is a SharePoint lookup column that refers to the title of an external list (called Departments).

In my workflow I can get SharePoint to simply email someone (or a group) when the item is created...that works just fine. What I need is for SharePoint to email user A if selection A is chosen from the aforementioned lookup column...user B if option B from the lookup column is selected...user C for lookup column C...etc.

Here is an example: 
1.User creates a new Item and in the dropdown (lookup column) for Department selects "accounting" 
2.The workflow sees that "Department" is equal to "accounting" and it emails Jane Doe

*In this example if the selected department was "Technologies" the workflow would email Jon Smith.

I have attempted to configure the condition as:

If Current Item:Department equals Accounting

| Email Jane Doe

*In this example I have manually typed the word "Accounting" into the value field.

However this does not work as no email is ever sent to Jane. I suspect that does not work because Department is a lookup column in this list but I do not know how to properly configure the associated Lookup for Lookup in the condition and I have tried quite a few combinations to no avail. Any suggestions or guidance would be greatly appreciated.

Source Link
Logan2847
  • 149
  • 1
  • 4
  • 15

Workflow condition using a lookup column

I am sure this is something quite simple but I cant seem to figure this out (I am new to SPD and workflows in general). I am building a workflow to notify key individuals of a new item(s) being added to a list in SharePoint. I need SharePoint to email those users depending upon the selected value of an existing drop down selection (called "Department"). This selection is a SharePoint lookup column that refers to the title of an external list (called Departments).

In my workflow I can get SharePoint to simply email someone (or a group) when the item is created...that works just fine. What I need is for SharePoint to email user A if selection A is chosen from the aforementioned lookup column...user B if option B from the lookup column is selected...user C for lookup column C...etc.

Here is an example: 1.User creates a new Item and in the dropdown (lookup column) for Department selects "accounting" 2.The workflow sees that "Department" is equal to "accounting" and it emails Jane Doe

*In this example if the selected department was "Technologies" the workflow would email Jon Smith.

I have attempted to configure the condition as:

                  If Current Item:Department equals Accounting

                  | Email Jane Doe

*In this example I have manually typed the word "Accounting" into the value field.

However this does not work as no email is ever sent to Jane. I suspect that does not work because Department is a lookup column in this list but I do not know how to properly configure the associated Lookup for Lookup in the condition and I have tried quite a few combinations to no avail. Any suggestions or guidance would be greatly appreciated.