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Select users in workflow based on Custom Resource Field RRS feed

  • Question

  • Using Project on Office 365.

    I have an Enterprise Custom Field named Job Role that uses a lookup table containing a list of roles. I am creating a workflow in SharePoint Designer and would like to email a group of users that shares a value in the Job Role field. Similarly, I would like to start a task process for these same users.

    How can I do this? Or, if this is not possible, how can I do something similar using another selection criteria that is maintained at either the resource level or the user level? Basically the people that I wish to select are all members of the Finance department, so this can be done by a department field in the resource, the AD account, etc.

    I apologize if this is the wrong forum, or if this is already answered, but I've been searching Google for the better part of a day and I think I might just be lacking the proper vocabulary to find what I'm looking for (I'm quite new to both Project and SharePoint).

    Thanks in advance.

    Saturday, May 19, 2018 12:14 AM