http://www.endusersharepoint.com/STP/ SharePoint QA en Tue, 01 Sep 2009 21:43:23 +0000 http://www.endusersharepoint.com/STP/topic/workflow-lookup#post-9615 Thu, 27 Aug 2009 14:29:17 +0000 rsurgener 9615@http://www.endusersharepoint.com/STP/ <p>This is why I am a bit confused. I created a custom list (Department Approval) with a department name column and the approver name (person) column. The department name is a choice menu while the approver name is a person/group column. </p> <p>This workflow step is to get the Departmental Approval to fund a travel request. Thus I created a custom list that has a Department Name column and the Approver Name column (person column type). To create the departmental approval step I select "Collect Data from User" in the action button and then click on the data link. I go through the Custom Task Wizard and setup the data I am looking to collect which is either an approval or rejection from the Department Approver (user). I then select the link "this user" and do a workflow lookup. This opens a workflow lookup details pop-up. I change the source to "Department Approval" which is the custom list I created. I then click on the field drop down to look for the Approver Name field. The only fields I can see are created by, modified by, title, version, file type and content type. I am still a bit new to using this function and certainly could be using it inappropriately. I appreciate any insight you can provide. Thanks. </p> http://www.endusersharepoint.com/STP/topic/workflow-lookup#post-9591 Thu, 27 Aug 2009 08:36:41 +0000 jbhoward 9591@http://www.endusersharepoint.com/STP/ <p>OK. That's what I thought you were referring to.</p> <p>But, how are you trying to use it in the <em>Collect Data from a User</em> action? The only lookup in that action is for the <strong>this user</strong> field. This has to be a person/group column. That is why <em>Created By</em> and <em>Modified By</em> are there. Since you mentioned that your columns are "names," I'm assuming they're <em>Single Line of Text</em>, right?</p> <p>Blessings,<br /> Jim Bob<br /> (aka <a href="http://billyjoejimbob.blogspot.com">Billy Joe Jim Bob</a>) </p> http://www.endusersharepoint.com/STP/topic/workflow-lookup#post-9577 Wed, 26 Aug 2009 15:28:34 +0000 rsurgener 9577@http://www.endusersharepoint.com/STP/ <p>See link for workflow lookup info - <a href="http://office.microsoft.com/en-us/sharepointdesigner/HA102378301033.aspx" rel="nofollow">http://office.microsoft.com/en-us/sharepointdesigner/HA102378301033.aspx</a> </p> http://www.endusersharepoint.com/STP/topic/workflow-lookup#post-9554 Wed, 26 Aug 2009 08:22:34 +0000 jbhoward 9554@http://www.endusersharepoint.com/STP/ <p>I'm not sure what you mean by a "workflow lookup."</p> <p>Can you give a little detail about the exact steps you're trying to take?</p> <p>Blessings,<br /> Jim Bob<br /> (aka <a href="http://billyjoejimbob.blogspot.com">Billy Joe Jim Bob</a>) </p> http://www.endusersharepoint.com/STP/topic/workflow-lookup#post-9546 Tue, 25 Aug 2009 16:57:17 +0000 rsurgener 9546@http://www.endusersharepoint.com/STP/ <p>I should add that I am trying to do the workflow lookup from the collect data from a user action in the workflow. </p> http://www.endusersharepoint.com/STP/topic/workflow-lookup#post-9545 Tue, 25 Aug 2009 16:46:22 +0000 rsurgener 9545@http://www.endusersharepoint.com/STP/ <p>I created a custom list that is intended for approval lookup only. This list has two fields that I created, a department name and approver name. When I go to do a workflow lookup (SharePoint Designer) I can see the list but I cannot see the two fields I created. I can see other basic fields like created by and modified by. Is there something I must do to make the two fields I created available for workflow lookup purposes? </p>