I am working on a solution for a client. In this solution, the users need to enter information into a Nintex form. After they enter data into a few fields, I need to use workflow to grab that data, query a SharePoint library and return other data back to the Nintex form (dynamically fill in form field values). Once this occurs, the user will then submit a form. I know how to query the list to grab the data but I am struggling with a way to pull data back to that same form before it is submitted. Anyone have any ideas?
Update form from workflow query
Use Rule(s) that set(s) the value of the field(s) based on a variable that uses the new "lookup" function and leverages the Form values of the other field(s).
Syntax:
lookup(List Name, Filter Column Name, Filter Value, Output Column Name, Server Relative URL, Array Separator)
List Name - The name of the SharePoint list to retrieve data from.
Filter Column Name - The name of the column in the list you want to filter on.
Filter Value - The value used by the filter. Each item in the list is compared against this value, the first list item matched will be returned.
Output Column Name - The column in the list from which you want to retrieve data.
Server Relative URL (optional) - The URL to retrieve data from a list in another site in the site collection.
Array Separator (optional) - The separator with which to separate the elements in the array.
Example:
lookup("Invoices", "ID", 1045, "Title", "/sites/Sales/APAC", ",")
This formula returns the value from the output column Title. If the value in the column Title is John, the formula returns the value, John.
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