AnsweredAssumed Answered

Set lookup field within workflow

Question asked by alinn on Nov 4, 2015
Latest reply on Nov 4, 2015 by dan.stoll

I am trying to create a workflow that will automatically set a lookup field.


I have a list titled "Months" and another list that uses a lookup to get the different months from the "Months" list.

Months List:

Lookup List:


I need to be able to set this lookup field based on when an item is created. I tried to create a variable to store format-Date(CurrentDate,yyyy-MM) and then set the lookup to equal that variable. I need the month lookup so I can create charts and graphs for a dashboard and I don't want users to have to select a month every time an item is added.