Utilize Lookup column in Calculated column SharePoint list / libraries

Have you every realize that you could NOT use Lookup column in your Calculated column formula. Below is few snapshots to show the limitation.

Project list

ProjectList

Project Reports library

ProjectReportSetting1

ProjectReportSetting2

I would like to have ReportComment = [Project] & ‘ ‘ & [Created by] & ‘ ‘ & [Last Modified Date]

But I could no do it since there is no Project Lookup column from the available list of columns.

Solution

In this article, I will show you the trick to utilize your Lookup column in Calculated column formula using SharePoint Designer workflow.

  1. Go to Project Report Library Settings and Delete existing ReportComment column.
  2. In Project Report Library Settings, Add new column ReportComment column as Single Line of text.
  3. Open Microsoft SharePoint Designer.
  4. File > Open Site > enter your site URL.
  5. From Ribbon > List Workflow > Project Reports.
    SPD1
  6. In Create List Workflow window, enter Name and Description.
    SPD2
  7. Create workflow to look like below.
    SPD3
  8. Do not forget to set the Start Options of the workflow.
    SPD4
  9. Save and Publish the workflow.

Now its time to test it.

  1. Upload document to Project Report library.
    TestResult1
  2. Workflow will set the ReportComment column.
    TestResult2

 

Hopefully it might save your time and Thank you ..

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5 thoughts on “Utilize Lookup column in Calculated column SharePoint list / libraries

  1. […] I would like to show you to develop simple SharePoint List Event Receiver. We could use same Project list and Project Report library that I’ve created from the previous post. […]

  2. […] my previous article to build SharePoint list event receiver and custom workflow in SharePoint Designer, I start questioning myself […]

  3. Jeff Valine 12/31/2013 at 6:40 PM Reply

    Does this work for Sharepoint 2013 and Sharepoint Designer 2013? I can’t figure out how to create the “If Current Item:Modified By is empty” condition in Sharepoint Designer 2013. It seems to limit me to only set choices for the condition and that isn’t one of the available choices.

    • tjenho 01/07/2014 at 4:22 PM Reply

      Sorry for the late response, I just came back from my holiday. Yes it should be available for SharePoint 2013 through SharePoint Designer 2013. I used SharePoint 2010 Workflow for the Platform Type though.

  4. […] know that the typical workaround is creating a workflow that populates a column with the look up item. This works for Voltage, but […]

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