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Hi all,

Can someone please assist me in linking my worklist with a reference table? Essentially what I'm trying to accomplish is to pull in information from a reference sheet into the main worklist whenever a couple conditions match.

For example, if the "Region" listed on the worklist is AL-1 and the Insurance number is 4, it will search the reference table and pull in the 4th insurance plan from that specified region and import that plan name into the master list which will ultimately be displayed in the interface view.

Hm, how do you decide which field to put the found plan name into?  Could you provide a screenshot of the "Worklist" table?  What issues did you face attempting to use a "Find Record" step to get the appropriate plan and updating that into the field of your choice?

Hm, how do you decide which field to put the found plan name into?  Could you provide a screenshot of the "Worklist" table?  What issues did you face attempting to use a "Find Record" step to get the appropriate plan and updating that into the field of your choice?


in the screenshots above, the fields labeled Insurance 1-10 is where the names should import to. So I need the master list to look at the reference table and pull in the correctly numbered plan name based on matching regions.

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