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Frequent Visitor

Filtering from lookup list

Hello,

I have a flow where I would like to update a list called Maintenance Requests from another list called Maintenance Time Off Lookup. Employee Name on the Maintenance Request is a lookup field and I would like to update Title, Supervisor Name, Foreman Name, and Department. The issue I'm having is the Maintenance Request list is not filtering correcting on the Lookup list, it only updates the last rows in the list no matter who submits a request. Any help would be appreciated. Thank you

 

 

 FlowFlowLookup ListLookup ListRequest ListRequest List

1 ACCEPTED SOLUTION

Accepted Solutions
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Helper V
Helper V

Re: Filtering from lookup list

I created an approvers table as pictured and I added the pictured flow to the bottom of the previous pictured flow.

 

I first used the "Get Item" action to get the updated department value then "Get Items" to lookup the approvers from the new approver list. I used the Approver people column from that list to populate the approver email on the approval action.

 

2019-04-30_15-05-20.png2019-04-30_15-05-46.png

If this is what you were looking for please mark it as the answer.  thank you

View solution in original post

11 REPLIES 11
Highlighted
Helper V
Helper V

Re: Filtering from lookup list

I am working on answering your workflow question but my first question is can't you get all the info you need from the Lookup field.  You can add columns based on the lookup value.

 

2019-04-30_13-02-32.png

Highlighted
Helper V
Helper V

Re: Filtering from lookup list

I think you may just be missing the correct value in the filter query. Should be something like the image provided.

 

2019-04-30_13-12-52.png

Highlighted
Frequent Visitor

Re: Filtering from lookup list

Hello spsolutionsgrp,

Thank you for your reply, I would still need to filter by department, currently set up as Maintenance, Projects, and Projects, as each department has a separate approver. 

Highlighted
Helper V
Helper V

Re: Filtering from lookup list

Not sure I undersand completly.  I thought we were looking up information from the Mainenance Time Off list based on Employee Name.   How does the department fit in? Is that a seperate lookup or something that needs to be changed on this current "Get items" action to filter it down farther? 

Highlighted
Frequent Visitor

Re: Filtering from lookup list

Hello spsolutionsgrp,

 

Once the employee selects their name from the Request list it would populate the supervisor name, foreman name, Title, and department from the lookup list. further down it would have a switch condition on the Department Name, Maintenance, Projects, and Office for an approver. I hope this help explains better the condition of the flow.

 

Thank you,

BSD

Highlighted
Helper V
Helper V

Re: Filtering from lookup list

Yes, but instead of a switch I usually setup a list that maps who the approver is based on the department. You would add one more "Get items" action to the flow that would lookup this list for the correct approver. This way if the approver changes you only have to edit the list and you do not have to touch the flow. Also if you added more departments down the road you do not have to worry about adding more to the switch.

Highlighted
Frequent Visitor

Re: Filtering from lookup list

Could you provide an image of the flow? 

 

Thank you

Highlighted
Helper V
Helper V

Re: Filtering from lookup list

I created an approvers table as pictured and I added the pictured flow to the bottom of the previous pictured flow.

 

I first used the "Get Item" action to get the updated department value then "Get Items" to lookup the approvers from the new approver list. I used the Approver people column from that list to populate the approver email on the approval action.

 

2019-04-30_15-05-20.png2019-04-30_15-05-46.png

If this is what you were looking for please mark it as the answer.  thank you

View solution in original post

Highlighted
Frequent Visitor

Re: Filtering from lookup list

Question again,

 

Maintenance Request is not filtering the correct data from Maintenance Time off Lookup, it's updating the last lows in the lookup list. 

 

 

Highlighted
Helper V
Helper V

Re: Filtering from lookup list

In the mainanance time off lookup is there multiple rows that the filtre returns.  I asumed there would be only one record that would be returned.  I may not understand the issue and screenshots may help.

Highlighted
Frequent Visitor

Re: Filtering from lookup list

The request is entered, Gets Items from Sharepoint list, but does not filter. It will only return the value in the last rows on the Sharepoint list. I would like to filter by Title and fill in the rows across. 

 

 

Request EnteredRequest EnteredLookup ListLookup ListRequest ReturnedRequest ReturnedFlowFlow

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