Create a Dynamic Contact Lookup
Use the following steps to generate the specifically formatted string to both assign a dynamic user a task and email contacts.
- Go to the MinistryPlatform page your process is tied to (the value in the Table Name field on the Process record).
- Launch the Advanced Search tool used to build user views.
- Using the field tree on the left, identify the field you want to select.My process runs on the Responses table. I want to identify the person who responded and send them an email using one of the steps (see a full example for creating a process).
- Go to the Contact record and expand the folder.
- Double-click the Contact_ID field to select it.
- Add the fields you want to the Advanced Search view.
- Click SQL View on the Advanced Search tab. This view provides the special character string you need for the Process Step.
- Remove the field alias, which includes the everything after the AS keyword.Following the example above, this value is correct:
Participant_ID_Table_Contact_ID_Table.[Contact_ID]