Calculating One Value from Three Possible Values
I want to generate a list of customer phone numbers to call from a database. A customer may have a primary phone number, a business phone number, and a cell phone number. I only want one to call one phone number from each customer. If the primary phone number is available, then it should be on the list. If the primary number is blank or 999-999-9999, then list the business phone number instead. If the business phone number is blank or 999-999-9999, then call the cell number instead. If the cell number is blank or 999-999-9999, then don't list the customer at all.
Also, only list distinct phone numbers so that the same phone number isn't called more than once.
I've tried various approaches, but can't get this work. Any ideas on how I should attack this?
Thanks,
Eric
For the 1st question... A formula like this should do the trick:
IF NOT IsNull({TableName.PrimaryPhone})
AND {TableName.PrimaryPhone} <> ""
AND {TableName.PrimaryPhone} <> "999-999-9999"
THEN {TableName.PrimaryPhone} ELSE
IF NOT IsNull({TableName.BusinessPhone})
AND {TableName.BusinessPhone} <> ""
AND {TableName.BusinessPhone} <> "999-999-9999"
THEN {TableName.BusinessPhone} ELSE
IF NOT IsNull({TableName.CellPhone})
AND {TableName.CellPhone} <> ""
AND {TableName.CellPhone} <> "999-999-9999"
THEN {TableName.CellPhone} ELSE
"No Phone Number Available"
As for your 2nd question...
Also, only list distinct phone numbers so that the same phone number isn't called more than once.
This is a function of your data. If you have multiple customers that share the same phone number, then it stands to reason that this 1 phone number would legitimately apply to multiple customers. I could see not wanting to call the same home number multiple times for different customers who live under the same roof but what about different customers who work for the same company?
You need determine exactly what you want to happen in the event there are matched numbers, including which customer takes priority in terms of which one keeps the numbers and which ones get eliminated.
Jason
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For some business requirements, users want to extract values from a multi-value enabled lookup column
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add items to another list based on the merged value. All of these can be achieved using SharePoint Designer 2013 Workflow.
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How to
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For example, they have three lists as below. They want to
extract values from the Destinations column
in Lookup2 and add items to Lookup3 based on each country and set Title to current item: ID.
Lookup1:
Title (Single line of text)
Lookup2:
Title (Single line of text), Destinations (Lookup; Get information from: Lookup1 in Title column).\
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Title (Single line of text), Country (Single line of text).
Important action
1. Loop Shape: SharePoint Designer 2013 support two types of loops: loop n times and loop with condition.
Loops must also conform to the following rules:
Loops must be within a stage, and stages cannot be within a loop.
Steps may be within a loop.
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2. Utility Actions: It contains many actions, such as ‘Extract Substring from Index of String’ and ‘Find substring in String’.
Three scenarios
We need to loop through the string returned from the look up column and look for commas. There are three
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2. At least one comma so there is at least two or more countries to loop.
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Create a custom list named Lookup1.
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Create a workflow associated to Lookup2.
Add conditions and actions:
Start the workflow automatically when an item is created.
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See the below in workflow History List:
How to merge values to a multi-value enabled column and add item to another list based on the
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For example, they have three lists as below. They want to find duplicate values in the Title column in
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The
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Use Get
d/results(0)/Id form
Variable: ResponseContent (Output to
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Use Set
Variable: minid to Current List:ID to get the Min ID.
Use Copy from
Variable: destianation , starting at
1 (Output to
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Steps to create Workflow
Create a custom list named Lookup1.
Create a custom list named Lookup2, add column: Test (Single line of text).
Create a custom list named Lookup3, add column: Country (Single line of text).
Create a workflow associated to Lookup3.
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Create item in Lookup2.
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Start the workflow automatically when an item is created.
Add item to Lookup3, then workflow will be started automatically and create item to lookup2.
See the below in workflow History List:
References
SharePoint Designer 2013 - Extracting values from a multi-value enabled lookup column into a dictionary as separate items:
http://social.technet.microsoft.com/Forums/en-US/97d34468-1b53-4741-88b0-958472f8ca9a/sharepoint-designer-2013-extracting-values-from-a-multivalue-enabled-lookup-column-into-a
Workflow actions quick reference (SharePoint 2013 Workflow platform):
http://msdn.microsoft.com/en-us/library/jj164026.aspx
Understanding Dictionary actions in SharePoint Designer 2013:
http://msdn.microsoft.com/en-us/library/office/jj554504.aspx
Working with Web Services in SharePoint 2013 Workflows using SharePoint Designer 2013:
http://msdn.microsoft.com/en-us/library/office/dn567558.aspx
Calling the SharePoint 2013 Rest API from a SharePoint Designer Workflow:
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cancel). I only found this out when recreating your workflow on a similar, but much more complex list set.
To resolve this issue, I used another utility action (Extract Substring from Index of List) to clear out the whitespace. I configured it as "Copy from
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1 (Output to Variable: Countries), which takes care of this issue in those few cases.
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