Workflow

Re: How to assign a workflow task by using a lookup field

BenjaminH — Tue, 09 Feb 2010 13:15:37 GMT

you mean that I should define the conditions for the reviewers name directly in the workflow designer? that means that I cannot administrate the reviewers names in a list but in the workflow using if-conditions. "If BU equals A, then collect data from user XY". If I use the user data as string and get the reviewer name from another list, this is does not work as the task will not be correctly assigned. hope I understood you correctly.

regards, ben

Re: How to assign a workflow task by using a lookup field

Qazi Anis — Tue, 09 Feb 2010 12:44:26 GMT

why dont you calculate this is the designer workflow only given the user name get the persons reviewer name from another list, that should be pretty easy.

Re: How to assign a workflow task by using a lookup field

BenjaminH — Tue, 09 Feb 2010 10:22:53 GMT

yes, that would be an option. but i think, i havent tried it yet, that the data written in the form library will be of a string type, not a person field. And a string type cannot be used with a workflow lookup using sharepoint designer. Or is it a person field?

Thanks for your advice and best regards,

Ben

Re: How to assign a workflow task by using a lookup field

Qazi Anis — Tue, 09 Feb 2010 09:40:30 GMT

why dont u keep the user field as a drop down, that will be actually populated from the list, that way the reviewer field will always contain data

Re: How to assign a workflow task by using a lookup field

BenjaminH — Tue, 09 Feb 2010 06:52:30 GMT

To make it a little bit more clear. The problem lies within the person field. I need user data within my column, not a string, as this information cannot be used by the workflow.

Thanks, Ben

Re: How to assign a workflow task by using a lookup field

BenjaminH — Tue, 09 Feb 2010 06:25:26 GMT

Hello, thanks for your reply, I will try it out. But does this really makes sure that the value within my form library is itself a lookup on my reviewer list? Because this is a requirement in order to use the workflow lookup to assign a task. Otherwise the "assigned to" field keeps empty...

Best regards, Ben

Re: How to assign a workflow task by using a lookup field

Qazi Anis — Tue, 09 Feb 2010 05:28:44 GMT

you can use a secodary data connection, to create a data connection

in your template goto

tool-> dataconnections -> add -> recieve data -> sharepoint list ->

specify your site , specify your list, specify the columns you want to retrieve (in this case you may want to select BU value, reviewer name).

create a field (say reviewer_name) on your template. set its default value (click Fx)to

click insert field -> change the data source to secondary connection select reviewer name and click on filter and in filter specify the condition

BU_value = BU_value_infopath form

How to assign a workflow task by using a lookup field

BenjaminH — Mon, 08 Feb 2010 20:52:56 GMT

Hello,

I have a problem with InfoPath and a workflow in SharePoint Designer.

I have three lists: 1) Forms 2) Business Units 3) Reviewers

List 2 contains a list of BUs, lists 1 and 3 contain a lookup field on this BUs. By doing this, I can lookup the reviewer's name for my form by using a lookup on the reviewers list. The workflow assigns the task correctly because of these lookups.

Now, with InfoPath, I cannot use a lookup on another list, as the BU value I write into the forms library is a plain text field. The question therefore is, how can I obtain my reviewer's name, which depends on the BU selected in the InfoPath form.

I appreciate every help, thanks in advance,

Ben