Andrew87
Canvas Initiate

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

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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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ghaiashish
Process Pupil

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

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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

ghaiashish_0-1626062729080.png

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

ghaiashish_1-1626062921447.png

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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Andrew87
Canvas Initiate

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

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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?
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ghaiashish
Process Pupil

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

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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

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ghaiashish
Process Pupil

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

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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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