I have List A and List B. When List A is saved/submitted, I would like a workflow to create a new item in List B and pull some of the fields from List A into List B. I would also like the owner of List B to be notified of the new item in List B.
How to get one list to create new item in 2nd list with SharePoint 2013 with Nintex
+1
+9What issue are you experiencing?
- Workflow on list A which triggers on new item
- Workflow action to "create list item" in list B, save new list item id in variable, add all the fields you wish to populate in List B
- Workflow action to send notification to list B owner with a hyperlink to new item using the itemid saved to a varaible
+1The issue is simply that I don't know how to get list A, when saved, to create new item in list B that auto populates some fields from list A.
+9ok great, you've come to the right place, make sure Nintex Workflows is all up and running and activated then follow my steps above!
+1@Warwick Thanks for comments; question: List A has choice field that if set to Yes would initiate the workflow. Not all items added into List A should trigger the workflow and new item in List B. I'm not sure how to set that nuance.
+9Ok no worries, you can either set the starting trigger for modified to a condition rather than striaght yes/no, so it would be start if Choice=Yes.
Of you could set the start trigger to Yes, and then as an IF action in the workflow check if Choice=Yes and if yes do the actions in the IF action
Of you could set the start trigger to Yes, and then as an IF action in the workflow check if Choice=Yes and if yes do the actions in the IF action
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