I’m trying to keep things OOTB.
I have a contacts list with the ContactName (calculated) and Company (lookup). ContactName column is calculated based on First/Middle/Last name, and Company is a lookup to a list containing company information.
In a document list, the form lets the user edit the ContactName (and everything else including Company). I would like the Company to be populated by a WF performing a list lookup to contacts. Note - I can later make the Company field read only on the form.
Using a WF, can I use the ContactName (calculated) and find the Company (lookup) in the contact list, then update the Company (lookup) in the document list? Nothing I’ve tried so far has worked.
Kind regards,