Forum Discussion
not_a_pro
Oct 08, 2022Copper Contributor
Metadata vs Folders (drop down options)
On our work SharePoint I noticed there were Document Libraries that had a drop down for document organizing vs having folders. what option is this and why is it like this instead of folders? I re...
- Oct 08, 2022Based on the information provided… Create two lists with these fields: Offices: - Title (Office Name) - Approver (Person) Purchase Requests - All fields needed for a purchase request - Office (lookup to Offices List, select Title field) Now you have a connection between the Purchase Request and the Office. Are you using Power Automate for the approval? Assuming this runs on SharePoint/when an item is created, you’ll add SharePoint/Get List Item and connect to the Offices list, and use the dynamic selector to get the Office ID. When you add the approval, you’ll be able to select the approver for that office. If you are using something else for the workflow or need help with Power Automate, post back.
Oct 08, 2022
Based on the information provided… Create two lists with these fields: Offices: - Title (Office Name) - Approver (Person) Purchase Requests - All fields needed for a purchase request - Office (lookup to Offices List, select Title field) Now you have a connection between the Purchase Request and the Office. Are you using Power Automate for the approval? Assuming this runs on SharePoint/when an item is created, you’ll add SharePoint/Get List Item and connect to the Offices list, and use the dynamic selector to get the Office ID. When you add the approval, you’ll be able to select the approver for that office. If you are using something else for the workflow or need help with Power Automate, post back.