Question : Workflow: Update List Item using multiple "find" criteria

I have a custom list (LIST A) and a Document Library (DOCLIB) in the same site.  I need to create a workflow that will update a field in LIST A where multiple fields in the list item matches fields in the current item in the new DOCLIB listitem.

LIST A
-- sitename
-- protocol
-- doctype
-- substatus
-- ...more fields...

DOCLIB
-- [standard MOSS library fields]
-- sitename
-- protocol
-- doctype

In SPD, I created a new workflow on DOCLIB which starts when a new item is created.  It gathers the sitename, protocol and doctype fields (required) into workflow variables, then I get stuck.  I try using the "Update List Item" Action in a subsequent step to update the substatus field in LIST A for the listitem matching on the same fields.  However, the SPD "Find the List Item" feature only lets you specify one key field to match on and nothing else.  So I can tell it to look for LIST A:sitename for value [workflowvariable]:sitenm, but I can't also specify to match on protocol and doctype.

What's the general strategy for solving this problem?  Do I need to use an InfoPath form just to be able to add more business logic?

Answer : Workflow: Update List Item using multiple "find" criteria

If you want, you can try event handler. I use event handler a lot as you can do a lot stuff you cannot in the SPD workflow. For your reference, see these links:

http://msdn.microsoft.com/en-us/library/ms453149.aspx

http://weblogs.asp.net/vikram/archive/2009/01/07/Sharepoint-Adding-event-handler-to-the-list-with-the-help-of-a-generic-event-handler.aspx

If you still want to use SPD workflow, maybe you can try to create a calculated field in both lists to concatenate the values from the fields.

 

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