Hi, i'm still learning how to use Nintex Workflow.
Is it possible to check if the "assigned to" (person field) -user on my main doc library already exists in list A, or if not, in list B?
I'm working on a multi tier approval workflow. The other lists just contain different approver.
I just don't want the user to fill out my "helper" field "responsible employee". It would be great to replace this by workflow logic.
The approval WF should work like this:
- if "assigned to" is not "responsible employee" (RE) and not "team manager" (TM) then send 1st approval to "responsible employee" -> 2nd approval to "TM"
- if "assigne to" is "RE" -> 1st approval to "RE" -> 2nd approval "TM"
- if "assigned to" is "TM" -> approval to "TM"
My environment:
2 lists
list A: responsible employee (RE) (person/group - can approve)
list B: team manager (TM) (person/group - can approve)
doc library: MainDoc
assigned to: (person/group)
responsible employee: (lookup from list A) - would be great if this could be hidden and done by wf logic
TM: (lookup from list B)
-
If I enter the "assigned to" in my MainDoc, with e.g. "Jane Doe", I want to check if she is already an "responsible employee", or a "TM" and can approve.
How can I check if the "assigned to" user already exists as an "RE" or "TM"?
I was thinking if I could store all person field values from "responsible employee" and "team manager" in a merged collection variable that I can check against to see if I have a match and then start the approval.
Currently the "employee" field must be filled manually:
- manual search for dropdown "responsible employee" "Jane Doe"
- if she is there select her
- if she is not there select "(none)"
I want to avoid:
- making a gigantic list for lookup
- overcomplicate the workflow
- let the user fill out "helper" fields
Does it make sense?
any help is appreciated
kind regards
mstorm
