Help with creating a Workflow that will allow calculated field to display combination of Dropdown Field & SharePoint Generated ID as a Doc ID#

sharepoint.stackexchange https://sharepoint.stackexchange.com/questions/201319

Question

I need to create a workflow to make my process work correctly due to the order in which items are processing causing the calculated field not to update correctly, but I am struggling with creating one in SharePoint Designer. Currently when adding a new item the field does not display the SharePoint Generated ID from the calculation.

I currently have the calculated field set to create a Doc ID# using a dropdown field (Dept ID) and the SharePoint Generated ID field.

=[Dept ID]&"-"&ID

Any help on creating this would be greatly appreciated as I have not created a workflow in Designer before so I am a little lost. Thanks!

Était-ce utile?

La solution

It's a normal behavior , In calculated field, the Item ID is not displayed untile the field recalculated again with the first item update.

To overcome this issue , you are right you will need to use the workflow with any method of the following

  1. Create a workflow on item created that perform string concatenation between the current item ID and DepartID via string Builder, and update the current list item field with this value.

Note : you can't update the calculated field via workflow because it's a read-only field so you should create a new field that holds the calculation value from the workflow , then disable it in new and edit form via javascript.

  1. Just create a workflow on item created to update the current list item field (like Title field) with its value gain .

Because of you didn't do a workflow before, I suggest the second method it does not require more work and simple.

Steps of method (2)

  • Open SharePoint Designer.
  • From left side> click on workflow.
  • From the above ribbon > click List workflow > and select your library.
  • Set the workflow name > and select the workflow platform.
  • From the above ribbon > Click on Actions > in List Actions > select Update List Item.
  • Follow the steps as mentioned at image numbers from (1 to 5)

enter image description here

  • Check the start Option to Start Workflow Automatically when an item is created
  • Save your workflow , Publish.
  • Test your workflow.

The calculated field should now work properly , once a new item created.

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