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teylyn
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I want to add a Workflow to a list. The list contains a lookup field that references a master client list. I want the Workflow to send an email every time a item is added to the list. I know how to do this part. I want to include information from the "Client" List in the email. How do I create the workflow expression to pull the required fields from "Client" into the email based on the value of the lookup field in the list?

List1 = Client List2 = Billing List2 includes a lookup field to List1

List1 = Client
List2 = Billing
List2 includes a lookup field to List1

List1 has fields called Address, City, State, Zip that I want to include in the email.

Is this possible?

I want to add a Workflow to a list. The list contains a lookup field that references a master client list. I want the Workflow to send an email every time a item is added to the list. I know how to do this part. I want to include information from the "Client" List in the email. How do I create the workflow expression to pull the required fields from "Client" into the email based on the value of the lookup field in the list?

List1 = Client List2 = Billing List2 includes a lookup field to List1

List1 has fields called Address, City, State, Zip that I want to include in the email.

Is this possible?

I want to add a Workflow to a list. The list contains a lookup field that references a master client list. I want the Workflow to send an email every time a item is added to the list. I know how to do this part. I want to include information from the "Client" List in the email. How do I create the workflow expression to pull the required fields from "Client" into the email based on the value of the lookup field in the list?

List1 = Client
List2 = Billing
List2 includes a lookup field to List1

List1 has fields called Address, City, State, Zip that I want to include in the email.

Is this possible?

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ITT4R CORP
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Workflow Question using lookup Field

I want to add a Workflow to a list. The list contains a lookup field that references a master client list. I want the Workflow to send an email every time a item is added to the list. I know how to do this part. I want to include information from the "Client" List in the email. How do I create the workflow expression to pull the required fields from "Client" into the email based on the value of the lookup field in the list?

List1 = Client List2 = Billing List2 includes a lookup field to List1

List1 has fields called Address, City, State, Zip that I want to include in the email.

Is this possible?