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SOLVED

Help with creating workflow

Natalier84
5 - Atom
‎02-13-2024 02:10 PM

Hello, I am trying to change the policy# cell from having "/" into multiple standalone rows but keep the rest of the columns containing the same data. All ideas are welcome! Attached is an example of what I am trying to achieve.

 

Trying to change this:

RegionClient IDAccount TypeAccount NameAccount NumberStageOpportunity NameTypePolicy #ProductsCurrencyAmountTax ID
Strategic00012CustomerNatalie123456789ClosedNatalieRenewal00012ACoreUSD              546.7812-3456789
Strategic00987CustomerNatalie123456789ClosedNatalieRenewal00987Z/XCoreUSD              683.6812-3456789
Strategic00012CustomerNatalie123456789ClosedNatalieRenewal00012P/W/ZCoreUSD           9,856.4512-3456789
Strategic00097CustomerNatalie123456789ClosedNatalieRenewal00097KCoreUSD        63,247.6812-3456789
Strategic00123CustomerNatalie123456789ClosedNatalieRenewal00123A/B/C/D/ECoreUSD        54,687.7712-3456789

 

To this:

RegionClient IDAccount TypeAccount NameAccount NumberStageOpportunity NameTypePolicy #ProductsCurrencyAmountTax ID
Strategic00012CustomerNatalie123456789ClosedNatalieRenewal00012ACoreUSD              546.7812-3456789
Strategic00987CustomerNatalie123456789ClosedNatalieRenewal00987ZCoreUSD              683.6812-3456789
Strategic00987CustomerNatalie123456789ClosedNatalieRenewal00987XCoreUSD              683.6812-3456789
Strategic00012CustomerNatalie123456789ClosedNatalieRenewal00012PCoreUSD           9,856.4512-3456789
Strategic00012CustomerNatalie123456789ClosedNatalieRenewal00012WCoreUSD           9,856.4512-3456789
Strategic00012CustomerNatalie123456789ClosedNatalieRenewal00012ZCoreUSD           9,856.4512-3456789
Strategic00097CustomerNatalie123456789ClosedNatalieRenewal00097KCoreUSD        63,247.6812-3456789
Strategic00123CustomerNatalie123456789ClosedNatalieRenewal00123ACoreUSD        54,687.7712-3456789
Strategic00123CustomerNatalie123456789ClosedNatalieRenewal00123BCoreUSD        54,687.7712-3456789
Strategic00123CustomerNatalie123456789ClosedNatalieRenewal00123CCoreUSD        54,687.7712-3456789
Strategic00123CustomerNatalie123456789ClosedNatalieRenewal00123DCoreUSD        54,687.7712-3456789
Strategic00123CustomerNatalie123456789ClosedNatalieRenewal00123ECoreUSD        54,687.7712-3456789
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Accepted SolutionSolved! Go to Solution.

5 REPLIES 5
Bren_Spill
12 - Quasar
‎02-13-2024 02:24 PM

@Natalier84  - See attached. Thanks!

policy #.yxmd
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Natalier84
5 - Atom
‎02-14-2024 06:42 AM

Brendan - Thank you very much for your help!

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Bren_Spill
12 - Quasar
‎02-14-2024 07:02 AM

No problem @Natalier84! If you could accept my answer as the solution that'd be great. Thanks!

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grazitti_sapna
17 - Castor
‎02-15-2024 04:37 AM

@Natalier84 Here is the dynamic solution for your problem, This will help you to achieve the desired result. Please try the below workflow to get the desired output. Let me know if you have any questions.
Thanks

Sapna Gupta
Natalier84.yxmd
70 KB
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Natalier84
5 - Atom
‎02-15-2024 10:42 AM

Thank you very much for your help! 

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