0

I am using SharePoint 2013

I have 2 lists

List 1 There are many fields but the important ones for this question are

Employee (Person Picker) Department (Choice Menu) Division (Choice Menu) Sub Division (Choice Menu)

List 2 (has only the following fields)

Employee (Person Picker) Department (Choice Menu) Division (Choice Menu) Sub Division (Choice Menu)

I want to put in place a workflow that looks for the the matching employee on list 2 and fills in Department, Division and Sub Division on List 1.

However the Department, Division and Sub Division fields on List 1 must be set to cannot be blank - so therefore the workflow must start to work when the Employee field has been filled in on List 1 and not when the record has been saved.

Is this possible?

Thanks

1

Yes.

This is possible using SharePoint designer workflow.

  1. Create/set required columns in your list 1.
  2. Add workflow to list 1 on item created/changed.
  3. Add IF condition in workflow to check if the employee exist in list 2 or not.
  4. If employee is not in list 2 then add new item to list.
  5. If employee exist in list 2 then update the item from list 2(Make sure your employee field is unique).
  • Hi Thanks for the Answer. Will this work when the user instantly fills in the Employee field on List 1 or when the user Saves the record after completing all the fields in list 1? – Halifaxman Mar 4 at 10:22
  • Workflow will run after you create a new item in list or edit existing item in list. In both cases after you you fills all the fields on form of list 1 and submits the form by clicking on Save button. – Ganesh Sanap Mar 4 at 12:15

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.