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 th...
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.
