I have a basic data structure built up using SharePoint lists where the child list has a lookup column pointing to the parent list. There is always exactly one instance of each sibling item under a parent item. Here is the structure:
// ParentList // - Sibling1 // - Sibling2 // - Sibling3
What I am trying to do is trigger a designer workflow on the creation of an item in Sibling3. This workflow sends a summary email containing information from the ParentList and also from each of the Sibling lists.
I cannot find a way to successfully reference the sibling list item. When I set up the "Lookup for String" dialog options in Designer I set:
// Data source = Sibling1 // Field from source = MyFieldNameInSibling1 // Return field as = usually "Formatted Currency", but depends on the field above // Find the List Item - Field = MyLookupToParentInSibling1 // Find the List Item - Value = function lookup, details on next three lines // - DataSource = CurrentItem // - Field from source = MyLookupToParentInSibling3 // - Return field as = Only available options are "As String" and "Lookup Value (as Text)"
No matter what I set to define the "Find the List Item - Value" I cannot get the workflow to ever locate the sibling list item, so none of the values are included in the email.
Has anyone successfully referenced a sibling list item in a designer workflow? Can you provide details on the difference between what I am doing and what you did?