0

im busy investigating how to do this, and if anybody has some guidance that would be great. :)

I have 3 lists.

  • Candidates
  • Positions
  • Applications

An Application object consists of a Candidate and a Position.

Currently, I am creating a Position, creating a Candidate, and then creating and Application using both.

Is it possible to, at the Candidate level, select a position from a Position Lookup field and then on save, automatically create an Application object? Using the Candidate object, and whatever positions is selected (multi-select)

First time using Sharepoint and Sharepoint Designer, so I'm playing around a bit with the workflow editor but now sure Im getting it right...

If anybody has some workflow experience and might have some pointers for me, I would appreciate it. :)

thanks!


Update: Here is my workflow so far for the 'Candidate' list, and is kicked off when an item is created.

So here I cam creating a new item in 'Job Applications' (I dont understand yet what the 'Output to Variable' field means, and have left it untouched) So here I cam creating a new item in 'Job Applications' (I dont understand yet what the 'Output to Variable' field means, and have left it untouched)

For the 'Applicant' field, I am assigning it 'CurrentItem:ID', which I assume is the ID required for the Candidate object lookup field which that 'Applicant' field has. For the 'Applicant' field, I am assigning it 'CurrentItem:ID', which I assume is the ID required for the Candidate object lookup field which that 'Applicant' field has.

For the 'Position' field, I am assigning it 'CurrentItem:Applications'. This field under Candidates is an 'Positions' object multi-select lookup field. (So we can select multiple positions the applicant is applying for from the 'Position' object list.) For the 'Position' field, I am assigning it 'CurrentItem:Applications'. This field under Candidates is an 'Positions' object multi-select lookup field. (So we can select multiple positions the applicant is applying for from the 'Position' object list.)

So with all that done and said, no new Applications object is created when a new Candidate object is created with those fields supplied.

Am I doing something wrong still?

1

Yes, you can. In the workflow, whenever you create the Candidate list item, you can kick off a workflow that uses the Candidate info, and the Position field in the Candidate list to then create an Application list item. Your logic should look similar to this:

Create item in "Applications" (list) 
Field: Candidate = Value:CurrentItem:Candidate
Field: Position = Value:CurrentItem:Position
(any other fields you want to capture)

This is the screen you should see (nevermind the sample data): enter image description here

  • Thanks for the reply Mike! I tried following your suggestion, but still couldnt get it working correctly. I've updated my question with a snapshot of my workflow creation. Hopefully it might highlight where Im going wrong... thanks again! – Simon Apr 15 '15 at 11:48
  • If you are running this script as a system account, the workflow will not execute. Also, remove the "Application Status" field and try again. It may be hung up there. – Mike Apr 15 '15 at 13:13

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.