Find and Replace - Append Field Not working

I'm trying to use the Find and Replace tool to function as a Vlookup. I would like to append a column to return the template category. The commonality i'm using is the Partner account. I'm not sure what I'm doing wrong in my workflow but it doesn't seem to be working. Any help would be greatly appreciated.

Partner Mapping Workflow.yxmd

Workflow

Accepted answers

jeff_reynolds

Hi. I downloaded the sample data and workflow, and this is the output that I see when I run the workflow. Is this not what you're seeing / expecting?

Sntrada

Hello @Vwest,

I also ran the workflow, and it looks fine with the template category present. Were you trying to achieve a different result? If this is what you wanted, just be sure to click on the output anchor of the find and replace tool, or add a browse tool to view the results.

If you are experiencing issues with other parts of your reference data, maybe provide us with the full data set and we can assist further.

RobertOdera

Hi, @Vwest

Looks like your Reference file has some misleading column names (the first two columns in that sheet are likely no-go, IMHO).

Try this.

I stepped through the prep/ cleanse/ tweaks for you.

I also validated using two different approaches.

Please mark as a solution + like, if this works for you.

The packaged workflow is attached.

Cheers!

Partner Mapping Workflow.yxzp

All comments

fmvizcaino

Hi @Vwest ,

Your configuration is correct. Would you be able to share a small sample of both datasets for me to check it out?

One thing you can already do is to check the case insensitive check box so you won't have problems related to that.

Best,

Fernando Vizcaino

Vwest

I've attached a sample of the datasets I'm using. The Partner TB tab is the F and the Reference tab is the R

Sample DataSet.xlsx

jeff_reynolds

Hi. I downloaded the sample data and workflow, and this is the output that I see when I run the workflow. Is this not what you're seeing / expecting?

Sntrada

Hello @Vwest,

If you are experiencing issues with other parts of your reference data, maybe provide us with the full data set and we can assist further.

RobertOdera

Hi, @Vwest

Looks like your Reference file has some misleading column names (the first two columns in that sheet are likely no-go, IMHO).

Try this.

I stepped through the prep/ cleanse/ tweaks for you.

I also validated using two different approaches.

Please mark as a solution + like, if this works for you.

The packaged workflow is attached.

Cheers!

Partner Mapping Workflow.yxzp

Vwest

Thank you everyone for the replies. When I was running the workflow on Friday it kept returning all Null values for the Template Category, but when I ran it this morning it seemed to work fine. Not sure what I did differently, but its working now.

Vwest

Thank you for the reply. When I was running the workflow on Friday it kept returning all Null values for the Template Category, but when I ran it this morning it seemed to work fine. Not sure what I did differently, but its working now.

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