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Custom Action in sharepoint 2013 designer workflow RRS feed

  • Question

  • Hi,

    I am new to workflow.

    I want to know how this can be done in workflow.

    I have two list
    ListA
    Its having owner field
    ListB
    Its Having EmpName field and Manager Field

    Owner and Empname field have matching values.


    User Enter Owner from ListA in the form

    I want two actions

    1. If ListA:Owner Matches with ListB:EmpName  then
    2. Mail should goto ListB:Manager which is the manager of Matched value or the Manager of Matched EmpName field.

    Thursday, May 11, 2017 9:58 AM

All replies

  • you can use if condition to compare the values from both lists in SPD 2013 workflows and send the email using Send an Email activity.

    https://sharepoint.stackexchange.com/questions/8192/logical-operators-in-the-workflow-designer


    SharePoint School | Blog- http://www.sharepoint-journey.com

    Friday, May 12, 2017 9:28 AM
  • Hi,

    Please find the steps below:

    • Create a workflow in ListA
    • Use If current item field equals value condition.
    • Select owner for current item field and click on value
    • Select fx and change the data source from current item to List B as shown below:

    • To get the manager name from ListB, use set workflow variable condition
    • create new variable(Temp) and set it to ListB:Manager as shown below

    • Insert Send an Email action and use the variable temp in Email To as depicted below:

    • Click on Workflow settings in the ribbon and check "Start workflow automatically when an item is created"
    • Save and publish the workflow. Now, when you create an item in ListA, mail will be triggered to manager


    Regards,
    Sathiya


    Friday, May 12, 2017 10:08 AM
  • Thanks its looks good. But email is not firing.Do we need to return type of variable  as Email instead of Display Name as per last screenshot.

    Saturday, May 13, 2017 12:42 PM
  • You can use the login name or email to send the emails. Also, check if the workflow is executing all the steps before send email action. Use Log to History action to trouble shoot issues with workflows.

    Demo Video on : Send Email activity

    http://www.sharepoint-journey.school/courses/45689/lectures/827468


    SharePoint School | Blog- http://www.sharepoint-journey.com

    Monday, May 15, 2017 1:00 AM