1

tldr: Need to access Task Form Field data in first Approval step, but nothing shows up.

On the bigger scale, I have is a multi-step approval system. On the first approval step, the user inputs the person/group that needs to approve the second step, so I added a person/group field to that step in Task Form Fields in Sharepoint Designer. The problem is I can't access that column data for the second approval process. How do you do that?

What I've tried - Lookup window:

  • Data source -> Association: Task list
  • Field from source: Next approver (my Task Form Field name)
  • Return field as: User Id Number (this returns -1, so I know I'm not getting it)

Find the list item (this part gets murky, nothing here I tried worked)

  • Field: ID
  • Value: Current Item: ID
1

As it turns out, it seems like you have to set a variable once the task is created, so you can store the task ID.

https://support.office.com/en-us/article/Collect-data-from-a-user-in-a-workflow-a1758bcc-6a93-4ca9-9b55-7821b91e80f4?ui=en-US&rs=en-US&ad=US#ocpArticleContent

Go to Step 2: Set a workflow variable. In sharepoint 2013, I went to the approval process and clicked "Change the behavior of a single task" where I added the local variable variable value to the completion steps.

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.