I am using SharePoint 2013.
I have a list called Projects with:
--a single line of text column called ProjectName
--a multiple lines of text column called RiskInfo
I have another list called Risks with:
--a single line of text column called RiskName
--a lookup column that allows multiple values called ImpactedProjects. This gets information from the Projects list in the ProjectName column. The user selects the values when filling out the Nintex form.
--a choice column called RiskClosed (Yes, No)
I would like a site workflow that will update the RiskInfo column in the Projects list with all RiskNames, separated by commas, where RiskClosed=No and ImpactedProjects=ProjectName.
Ex: in my Risk list:
RiskName: Risk1
Impacted Projects: Proj1, Proj2, Proj 3
RiskClosed: No
RiskName: Risk2
Impacted Projects: Proj1, Proj3
RiskClosed: No
Then in my Project list, the workflow would populate the RiskInfo columns:
ProjectName: Proj1
RiskInfo: Risk1, Risk2
ProjectName: Proj2
RiskInfo: Risk1
ProjectName: Proj3
RiskInfo: Risk1, Risk2
I don’t have experience with workflows. Can anyone help?
Thanks