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Question regarding lookup function/query list function.

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Dear all,

 

I have a question regarding a workflow that I would like to create for my company. The purpose of the workflow is to send an approval email (within a flexi task) to an assigned person that will be identified when selecting the right combination of Country + Product Line (Screen #1). I will like to retrieve that information from a different list (Screen #2).

 

My question is what function should be used to compare the result of the two selections in order to automatically send the email to the right person.

 

Thank you in advance for your help!

 

#1

#2

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Automation Master
Automation Master

Re: Question regarding lookup function/query list function.

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Hi Catalin,

Can you not use a Query List action filtered on Country and Product Line?

Regards,

Christophe

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Re: Question regarding lookup function/query list function.

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Hi Christophe,

Honestly I am kind of new to Nintex and I do not know the exact mechanics, and how to apply this to my scenario. I do not know where the result will be stored so that I can put conditions on it.

If you could give more details regarding your proposal I will highly appreciate it. Thank you in advance for your help.

Regards,

Catalin

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Automation Master
Automation Master

Re: Question regarding lookup function/query list function.

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Hi,

From what I am seing, you are using SP 2010, so the configuration can be different from SP 2013 online.

But at the end of the configuration of the Query List action, you should have the possibility to store in a variable the column you have set-up in Fields.

Regards,

Christophe

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Nintex Newbie

Re: Question regarding lookup function/query list function.

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Hi Caitlin

Is the Country and Product line on your form currently list lookup controls?

Thanks

Rency

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Re: Question regarding lookup function/query list function.

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Dear All,

Thank you for your help, but the workflow is now working. I can compare the country/product line from Test_list_CPA with the country/prod line from ASM list and if there is a match the value from ASM column will be stored in a workflow variable if not the workflow will send an error message saying there is "no correct match".

Afterwards it automatically sends out a flexi tasks and the flow continues.

Thank you all for your help.

Catalin

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Nintex Newbie

Re: Question regarding lookup function/query list function.

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Yes you are to store the results in a collection variable

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Automation Master
Automation Master

Re: Question regarding lookup function/query list function.

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Hi Catalin,

Glad to hear that the workflow is working.  Can you please mark the answer that helped you achieve your goal as correct, or mark your own answer as correct so we can check this one off the list.

Thanks!

Mike

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Re: Question regarding lookup function/query list function.

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Done!

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