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I have a SharePoint 2013 Library with 2 content types assigned:

  1. Document Set
  2. Document

Both have a (non-shared) choice field called "Stage" with the following Choices:

  1. Stage 1
  2. Stage 2
  3. Stage 3

The Document Set has "Stage 1" set by default.

What I want to do in my SharePoint Designer 2010 Workflow is the following :

  • If any item inside the Document Set gets set to "Stage 2", I want the Document Set to also Show Stage 2.
  • If any item inside the Document Set gets set to "Stage 3", I want the Document Set to also Show Stage 3.

I just can't figure out how to do this.

Can anyone help?

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The logic will be like : When item updated in your list (Docset or document)

Check if stage have changed (you can create a second stage_last value that store the last stage value)

If stage == stage_last Do nothing Else Find docset Update docset stage Update stage_last value

Ps: stage last default value will be stage 1 and have to be updated at the end of the workflow changed

Hope that's clear for you

  • Hi Ahmed. I'm a bit confused with this. Not sure how to target another item in the same list. – Nullldata Aug 17 '18 at 8:21
  • You can use rest api to query the list item and use it in the workflow. – Ahmed Bouchaala Aug 17 '18 at 8:29
  • Ah, I'm stuck with the 2010 Workflows, unfortunately. – Nullldata Aug 17 '18 at 8:31

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