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I have a custom list the requires the user to enter some notes. I have a choice field that triggers a Workflow that will create a new item in a Task List. How can I transfer the information in the notes to the Task List Description Field?

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  1. First of all , You should ba aware of The task cannot be edited after it's status become Completed. So that to update Description column in Task List you should check if its approval status is Pending.

  2. To update Description column for the assigned Task with Note Field at the current item do the following :

    • Create Assign task action.
    • Check if the associated task is pending
    • Update List Item for association Task List.

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  • Where in this example are you telling SharePoint what Task List to assign the new Task? We have multiple Task Lists in our collection, Maybe I have missed a step in SharePoint Designer when I tried your example... – ITT4R CORP Sep 19 '16 at 11:48
  • The task list that has been associated to your current workflow ! – Mohamed El-Qassas MVP Sep 19 '16 at 11:49
  • Open your workflow via Sharepoint Designer and check it's associated task list – Mohamed El-Qassas MVP Sep 19 '16 at 11:50
  • ok I opened SharePoint Designer and went to my Workflow. When I click on Open Task List it opens the wrong one. How do I change which Task List is associated with my Workflow? – ITT4R CORP Sep 19 '16 at 11:53
  • When you create a workflow you can't change its associated task list in SharePoint designer , but there's a workaround here ikarstein.wordpress.com/2011/02/10/… – Mohamed El-Qassas MVP Sep 19 '16 at 11:58

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