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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.

  1. Go to the MinistryPlatform page your process is tied to (the value in the Table Name field on the Process record).
  2. Launch the Advanced Search tool used to build user views.
  3. 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).
    1. Go to the Contact record and expand the folder.
    2. Double-click the Contact_ID field to select it.
  4. Add the fields you want to the Advanced Search view.
  5. Click SQL View on the Advanced Search tab. This view provides the special character string you need for the Process Step.
  6. 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]