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workflow update lookup help! RRS feed

  • Question

  • Hi, I have been trying to get my workflow to work for some time now and have gotten frustrated so decided to simply ask:

    I have two contact lists:

    List 1: All Contacts (individual contacts)

    List 2: Broker List.  this list looks up contacts from "all contacts" in different columns depending on their position

    Problem:  I have been trying to design a workflow that, when a user enters a new contact in the list "All Contacts", the workflow will run and depending on the values for "company" and job title, will update the lookup column's field in "broker list". 

    Basically what I have been trying to do is the following:

    If job title equals _primary_

    set Variable: Primary Contact to Current Item:ID

    then update list with the last name from one list defined to the company in the other, then updating column Primary with workflow variable Primary contact.

    The workflow completes, but nothing is updated in Broker List.

    I would hugely appreciate any help and would be open to any suggestions as to how to better accomplish this task.  All I need is when someone creates a new contact, the other list lookup is filled in with their name/id etc...

    Thank you very much

    Monday, January 27, 2014 7:37 PM

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