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Creating a workflow with lookup columns, I'M CONFUSED! RRS feed

  • Question

  • I've created a workflow on my client list, so by adding a new client, a list of tasks are set in my task list. To tell which tasks go with which client, I have a created a new column titled 'client' in my task list which will automatically fill with data from the 'client name' field in my client list when a task is created from my workflow. How would I do this??

    Thanks in advance!

    Tuesday, October 21, 2014 12:56 PM

Answers

  • Hi Sarah,

    If the tasks are created by the workflow with the Task Actions, then there is a column called Related Content column in the task list which is referring to the item where the workflow runs on.

    So you don’t  need to create the column for distinguish from the tasks.

    If that is not your case, please provide more details about your scenario.

    Best regards.

    Thanks


    Victoria Xia
    TechNet Community Support

    • Proposed as answer by Babasaheb Wednesday, October 22, 2014 10:18 AM
    • Marked as answer by JasonGuo Sunday, November 2, 2014 11:13 AM
    Wednesday, October 22, 2014 9:20 AM
    Moderator

All replies

  • Hi Sarah,

    Check those links and let me know if helpful

    http://office.microsoft.com/en-ie/sharepoint-designer-help/define-a-workflow-lookup-HA010237830.aspx


    Kind Regards, John Naguib Technical Consultant/Architect MCITP, MCPD, MCTS, MCT, TOGAF 9 Foundation

    Tuesday, October 21, 2014 1:07 PM
  • Hi Sarah,

    If the tasks are created by the workflow with the Task Actions, then there is a column called Related Content column in the task list which is referring to the item where the workflow runs on.

    So you don’t  need to create the column for distinguish from the tasks.

    If that is not your case, please provide more details about your scenario.

    Best regards.

    Thanks


    Victoria Xia
    TechNet Community Support

    • Proposed as answer by Babasaheb Wednesday, October 22, 2014 10:18 AM
    • Marked as answer by JasonGuo Sunday, November 2, 2014 11:13 AM
    Wednesday, October 22, 2014 9:20 AM
    Moderator