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Action Rules

Last post 10-10-2013 10:40 AM by PhilC. 2 replies.
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  • 10-09-2013 12:40 PM

    • PhilC
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    • Joined on 10-09-2013
    • Posts 7

    Action Rules

    Hello, I want to run a rule based on the name in a people picker field and an entry in a drop down field. How do I set the condition for the people picker?
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  • 10-10-2013 09:48 AM In reply to

     A good way to do this is to add a non-displayed field whose default value is a formula referring to the AccountId of the people picker. Then you can put rules on that new field and they will execute whenever the people picker's value changes.

    Jimmy Rishe / Software Developer / Microsoft MVP
    Qdabra Software
  • 10-10-2013 10:40 AM In reply to

    • PhilC
    • Not Ranked
    • Joined on 10-09-2013
    • Posts 7

     I actually did a variation of this. I created a text box in a non-displayed section that captured the UserName. Then based on that UserName I created rules to run and stopped other rules from running. I used action rules to say if the UserName contains xxxx then populate another text field with their email address. I then created a variable and set the value as the text field containing the email address. I then created an approval process that uses the variable as one of the approvers. And it works.

    Of course the answer came to me after work.

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