3

I would like to setup a workflow to update a column to a lookup column.

  1. Document library
  2. Vendor custom list

Document library contains calculated column for equipment number, and a lookup column to the vendor custom list.

I need to copy the content of the Equipment Number field to the Equip lookup field.

Is this possible? When I do a copy/paste when in dataview it works fine.

thanks in advance.

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  • Did your VendorEquipment list have all unique Equipment Number values? – Gaurravs Dec 21 '15 at 17:33
2

try following steps

  1. Create workflow on new/edit
  2. Add step : Set field in current item
  3. Replace following tokens - Field : Equip
  4. Value :

    Data source : VendorEquipment (list),

    field from data source : Equipment number,

    find list item

    field: Equipment number

    value : Current item : Equipment number

This should resolve your issue

  • thanks Monica, but still doesnt seem to work, i did read somewhere else about having to link up the lookup field ID rather than the name, and when i link the ID i get exception errors in the workflow... i am really baffled here and i am thinking it shouldnt be this hard to update a lookup field... especially when i can copy / paste no problem when in datasheet view. – marco Dec 24 '15 at 17:42
  • hello Monica i linked the field from source: ID instead and now its working.. thanks abunch – marco Dec 24 '15 at 18:41

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