Here is my challenge. I'm working with 3 lists. 2 that are more or less static and need to feed the 3rd, I'm struggling on how to accomplish this via Nintex. Below is a simplified model of my SP lists:
Package
- Reviewers (person or group/multi)
- Portfolio (single line of text)
Reviewers
- Reviewers (person or group/multi)
- Portfolio (single line of text)
Approvers
- Approvers (person or group/multi)
- Portfolio (single line of text)
When a user makes a Package list item, I must query the Reviewers and Approvers lists where Portfolio = Portfolio and aggregate the reviewers and approvers columns into the Package reviewers column.
For example:
Reviewers
- Portfolio=Peanuts; Reviewers=Charlie Brown, Snoopy
- Portfolio=TMNJ; Reviewers = Donatello, Raphael, Michelangelo
Approvers
- Portfolio=Peanuts; Reviewers= Charlie Brown, Linus
- Portfolio=TMNJ; Reviewers= Shredder
When I create a package and select portfolio = Peanuts, Reviewers for the package should = Charlie Brown, Snoopy and Linus. So not only do I need to combine, but I need to de-duplicate.
What I'm currently attempting is:
Workflow variables: Reviewers, TempReviewers
- Query Reviewers list where portfolio= package portfolio (in this case Peanuts) store value in Reviewers
- Query Approvers list where portfolio= package portfolio (in this case Peanuts) store value in TempReviewers
- For each item in TempReviewers use collection operation Add current item to Reviewers
- Collection operation de-duplicate Reviewers store results in Reviewers
- Set field Value on Package, field Reviewers = ?????
I put ???? because my workflow variables aren't even options here. I see that there is another Nintex option to set field value = list lookup, but I don't see an option to source from more than one list and I would guess that two set field operations in succession would overwrite rather than append. (the inline Help doesn't really specify).
Any ideas on how to approach are most welcome.
Cartoonly Yours,
Erin
