Sunday, July 08, 2018

NINTEX FORMS - USING THE LOOKUP FUNCTION

      Nintex Forms offers many great features for designing and customizing your SharePoint forms. There are times when you need to pull in data to your forms from other sources, including other SharePoint lists.  One way to accomplish this is to use the Lookup function, which allows you to retrieve data from a column within a SharePoint list and display that data on a form or use it in a formula. The Lookup function can be utilized within a Calculated Value control, Form Variable, or Rule.

      Here’s the syntax for configuring the Lookup function:

lookup(List Title, Column to filter on, Value to filter on, Output column)
1.      List Title – The title of the list that contains the data you are retrieving.  The list can be in the current site or another site.  To configure with a list on another site, start by prepending the List Title with the server relative URL path of the site and then delimit the list title with a pipe (|) symbol.  For example, “/sites/siteCollection/siteName|ListTitle”.
2.      Column to filter on – The name of the column in the list that you want to filter on.  This column is used to filter which list items are returned as matches occur against the third parameter.
3.      Value to filter on – The specified value that is compared against each item in the list.  Be sure to use a Named Control instead of an item in the Item Properties tab for this value.
4.      Output column – The column name in the list from which the data is retrieved.

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