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derekjellis
Nintex Newbie

Workflow To Assign Item From Another List

I am working on a form where an end user can request a promo code.  The promo codes are generated by the vendor and given to us, so I was hoping I could have them in a separate list, then have a workflow that pulls the next available one and assigns it to the new request once the form has been submitted.  Is there a way using list lookups to make this happen?  Thanks!

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pwarrak
Nintex Newbie

Re: Workflow To Assign Item From Another List

Hi, 

1-   Flag the promo code items (Add a "flag" field to promo code lists and set it to 0 by default).

2-   Request form will pull the promo code item where "flag" field is equal to "0" by using a calculated value control:

Lookup("Promo Code List","flag","0","promo code")

3- Once form is submitted, the workflow will do the below:

   A- Update all the promo code fields where "flag" is equal to "0" and set "flag" to "1".

   B- Generate the new promo code item ("flag" is equal to "0").

4- The next form will pull the last generated promo code.

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Automation Master
Automation Master

Re: Workflow To Assign Item From Another List

within workflow you can use in-place lookup of several actions, even eg. update item action

if conditions to identify suitable promo code from the other list a more complex you will need to use query list action to get the code.

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