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Trying to have workflow lookup a value from another list and return it based on selection

  • Nov 19, 2024 3:18 PM UTC
  • 2 replies
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I have a list A with all my workflows and Forms. When I select “Site” in the current list, I want it to go to List 2 which has “Site” and “QA Manager” to lookup the value of Site and return the value associated with it. How do I accomplish that?

 

Table two:

A Manager | Site

Bob | Site 1

Cheryl | Site 2

 

When Site 2 is Selected in List one, it will return Cheryl to the QA Manager column on List one.

 

Thanks in advance

2 replies

Simon Muntz
Nintex Partner
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  • Nintex Partner
  • Jan 27, 2025 10:31 PM UTC

Hi ​@jamvan,

Add a Calculated value control to your form and use a Lookup function that takes the selection as one of its inputs.

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  • Feb 10, 2025 5:14 PM UTC

jamvan, for a workflow to do this you’ll need to use a Query action to find and filter the results you want. Those results can then be used to update the current item. 

You can also automate starting the workflow from a ribbon action, but you’ll need SharePoint Designer to create a listview ribbon action. Otherwise just run the workflow manually on the item.

Gerard

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