Hi,
I would like to ask if you have a better approach in creating an email notifcation via workflow of a list then crosschecking with another list to determine the email template that will be sent.
Background:
I created List A, which will be used by users to input names of people who will receive the emails. The List A has the following fields:
- Receipient (Person)
- Type (Choice)
- Sub-Type (Look-Up to List B)
I then created List B which is the source list that will determine which email template will be sent if the field is empty or not. The List B has the following fields:
- Category 1 (Person)
- Category 1 Location (Single Text)
- Category 2 (Person)
- Category 2 Location (Single Text)
Intention: When a user adds a new item in List A
- Fills in the Receipient filed
- Fills in the Type
- Fills in the Sub-Type
The Workflow will run to check if the selected Sub-Type in List B, with the following conditions:
- If Category 1 has information use email template 1
- If Category 1 is blank, check Category 2 if it has information use email template 2
- If Category 1 and 2 has information use email template 3
- If Category 1 and 2 are blank select use email template 4
I've setup the following variables however, I'm encountering errors that the workflow won't work.
- Set Category 1 Contact (Variable Single Text)
- Set Category 1 Location (Variable Single Text)
- Set Category 1 Contact Email (Variable - Single Text)
- Set Category 2 Contact (Variable - Single Text)
- Set Category 2 Location (Variable - Single Text)
- Set Category 2 Contact Email (Variable - Single Text)
Any help is much appreciated!