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?
Stump the Panel » End Users and Information Workers
Workflow Lookup
(6 posts)-
Posted 5 days ago #
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I should add that I am trying to do the workflow lookup from the collect data from a user action in the workflow.
Posted 5 days ago # -
I'm not sure what you mean by a "workflow lookup."
Can you give a little detail about the exact steps you're trying to take?
Blessings,
Jim Bob
(aka Billy Joe Jim Bob)Posted 4 days ago # -
See link for workflow lookup info - http://office.microsoft.com/en-us/sharepointdesigner/HA102378301033.aspx
Posted 4 days ago # -
OK. That's what I thought you were referring to.
But, how are you trying to use it in the Collect Data from a User action? The only lookup in that action is for the this user field. This has to be a person/group column. That is why Created By and Modified By are there. Since you mentioned that your columns are "names," I'm assuming they're Single Line of Text, right?
Blessings,
Jim Bob
(aka Billy Joe Jim Bob)Posted 3 days ago # -
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.
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.
Posted 3 days ago #
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