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I have a request for stock workflow that has 3 steps - the first is an email that goes to the branch manager, then upon approval, an email will go to the Purchasing manager, then finally to the Purchasing clerk. Is there a way to create the workflow to send to the specific branch manager of the branch selected in the branch column? For example, in Springfield, the branch manager is Darren, and in Peoria the manager is Shawn. If someone enters a request and selects "Springfield" as the branch, the trigger needs to send the first email to Darren, but if "Peoria" is selected, the first email needs to go to Shawn.
We had initially created a separate workflow for each branch, which wasn't as much of an issue when we only had 10 branches, but now we are triple that, and we have to open each list to see history instead of being able to see all activity in one list. Another problem is that some branches rarely have stock requests, and our workflows are being shut off after 90 days for those branches. If I can have everything in one list, then that would solve a lot of problems.
@StaceyDoss you have to put Get Items before the approval action. The Filter query needs to be in following format
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columnname eq 'value' Where Columnname should be your SharePoint list column name for branch and value needs to be the branchvalue from dynamic content between the quotes ''
I'm struggling with the Get Items. Where do I put that in the flow?
My flow is:
1. When an Item is created
2. Initialize Workflow History
3. Update request - this updates the Workflow History column
4. Start and wait for first level approval
* Approval type = Approve/Reject - First to respond
* Title = email subject line, pulling the branch and product number
* Assigned To = this needs to be the email address pulled from the Branch/Manager list in the Get Items based
on the branch selected in the request list.
* Details = the body of the email
5. Check for first approval status
(and continuing to second level and third level approvals, both of which are single individuals)
Also, when I have Branch Value in the Filter Query (referencing the request list), I get an error that says 'Spring' is not a valid column. - 'Spring' is the branch I selected in the choice column when creating the list item to test the flow.
@StaceyDoss you can store the approvers in separate list which has two columns branch and branch manager. Now in your flow, you can based on value of choice column, you can use Get Items with filter query to get the approver from that list.
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