Hi everyone,
I know there was a discussion just the other day in chat about this but I missed what the end result was. I am attempting the following.
Approval workflow for an invoice, the task is assigned based on the department and amount, when its approved a list for that department is updated with the details of the invoice. Everything is working great with the exception of the vendor field. It’s a managed metadata term so the workflow can’t update the department list. I’ve seen a few different workarounds for this on the web. What do you think is the best way to update this vendor field? I also need to display it in the task email. I see some solutions using 3 fields and only showing one, some using a script, etc.
Thanks for any advice on this!
The 3rd action is “Extract Substring from Index of String”. This will put the label into the variable “substring”. You can use that substring text field to update a single line of text column that can be used anywhere else. If you do it this way though a workflow will need to run on all changes to account if the managed metadata field changes.
