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Getting email address from another list based on field values in form

  • 10 July 2021
  • 4 replies
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I have a form and based on the selection on a Yes/No field or a lookup field an email notification needs to be sent. I do not want to manage the emails in the workflow I would rather manage them from another list. Which brings me to my question. Is there a way for a workflow to send email notifications pulling the email address from another list based on field selections in the form? Using new responsive Designer. 

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Best answer by ghaiashish 16 July 2021, 14:24

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Userlevel 2

Hi Andrew,


 


Simply use a lookup control on form the with a filtered look up to find email address of person/company you entered in the form



This will give you a drop down on the form to select email address


If you wish to get absolute email address on the form you need to use list look up function



1) Create a variable using 'listlookup' function


2) Add the variable to a label if you need to to just view email address


3) If you need to update a a form/list field, you will need a rule to update the field


 


Let me know if you have further questions related to this implementation


Kind regards,
Ashish


 

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I have done this, but would like to take it a step further and have a workflow do a Run If then lookup the email address based on the If?
Userlevel 2

Hi 


I assume you are using the lookup function formula(varible) to get the field on the form


1) Create a column on your SharePoint list may be "email"


2) Add the list field to the form 


3) Update list field using a form rule 


"If 'carrier' is filled then 'email' value = 'varEmail' ( your variable)"


4) Use the column in the workflow to send emails


 


Let me know if you need further help writing the rule


 


Regards,


Ashish

Userlevel 2

You may do in another way by using a query list action on the workflow to query for 'email' from the contacts list with a filter 'if form field carrier value is equal to carrier on the contact list' 


Store result from query list in a text variable say 'varEmail'


 


Use 'varEmail' for you run if with your desired condition

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