What would you like to know more about?

Create a Dynamic User Lookup

Generate the specifically formatted string to both assign a dynamic user to a task and email contacts.

  1. Go to the MinistryPlatform page your process is tied to (the value under Table Name on the Process record).
  2. Launch the Advanced Search tool.
  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. Go to the User Account record and expand the folder.
    3. Double-click to select the User Account field.
  4. Click SQL View on the Advanced Search tab. This view provides the special string you need for the Process Step.
  5. Remove the field alias, which includes everything after the AS keyword.
    Following the example above, these values are correct:
    Participant_ID_Table_Contact_ID_Table.[User_Account]
    or
    Participant_ID_Table_Contact_ID_Table_User_Account_Table.[User_ID
    Warning: If you use these fields, you must ensure the field is always valid. In other words, to email the person who responded to an opportunity, this method maps to their Contact record. If that Contact record does not have a valid email address, the Process fails. Similarly, if you assign a task to the Opportunity's primary contact, you must confirm that everyone listed as a Primary Contact of an Opportunity has a valid User Account record. Otherwise, the task won't assign correctly.
    Note: MinistryPlatform uses a Table Lookup Convention when referring to other fields and tables in the database.