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Filtering from lookup list

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Posted on by BSD

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

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spsolutionsgrp 297 on at

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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.

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spsolutionsgrp 297 on at

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

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BSD 14 on at

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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.

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spsolutionsgrp 297 on at

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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?

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BSD 14 on at

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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

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spsolutionsgrp 297 on at

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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.

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BSD 14 on at

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Could you provide an image of the flow?

Thank you

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spsolutionsgrp 297 on at

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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.

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

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BSD 14 on at

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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.

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spsolutionsgrp 297 on at

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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.

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