jambou
Scholar

Workflow that compares 2 fields and then sets value of another field

I have 3 fields in a document library:  IDValue1, IDValue2 & IDMatch

I want a workflow to lookup both the fields IDValue1 and IDValue2 and compare them.  If they match, I want to then set the field value for IDMatch to be "Yes".  If they do not match, IDMatch gets set to "No".

 

I tried using a Calculated column using the formula: =EXACT([IDValue1],[IDValue2]), that gives me a Yes or No but I can't seem to use the calculated field in the workflow.  It doesn't look it up.

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MillaZ
Community Manager
Community Manager

Re: Workflow that compares 2 fields and then sets value of another field

@Jake could you perhaps have a look at this please?

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Jake
Nintex for Sharepoint Expert
Nintex for Sharepoint Expert

Re: Workflow that compares 2 fields and then sets value of another field

hi @jambou 

 

If you are using a Nintex form for the library then you can use the form to do this and store the boolean in a calculated value, then store that to a list column.

 

If you are just talking entirely from workflow its actually better if you just use a calculated field on the Sharepoint list with the formula like below then you can use that field in the workflow if you need, you also don't even need a workflow to do the comparison. 

 

=IF(OR(ISBLANK([IDValue1]),ISBLANK([IDValue2])),"",IF([IDValue1]=[IDValue2],"Yes","No"))

 

Jake_1-1645195123540.png

 

 

Jake_0-1645195097202.png

Jake_2-1645195143822.png

 

 

 

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Jake
Nintex for Sharepoint Expert
Nintex for Sharepoint Expert

Re: Workflow that compares 2 fields and then sets value of another field

Just to add if you are still having issues please reach out to me here and I will try set up a call.
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