I have a form where I need to trigger a lookup to determine if the requester has an existing request in another list. The basic flow is this:
- Submitter opens form and enters there name in a People Picker field (Requester Name).
- Next selects from a radio button type if the request is New or Extension.
- Rule states that if Extension is selected, to look in the other Sharepoint list for the above Requester Name to match the Name column from the other Sharepoint list.
This is where everything breaks down. The rule is not finding a match. Not sure if it is a formatting issue or what. I tried to have the rule populate the Name column to a text field on the form, but no value is returned. If I grab a different column, the field populates. It is only when I try to return a name/people picker value.
The formula I am using is: lookup("Transportation Request", "Status", "Scheduled", "Name","","")