Hello- I have created a workflow that takes a file with a long listing of entities and separates it into files based on the entity then a tab within that file for the account number. I'd like to have a separate tab within each entity's file that is a summary of the entity rather than by account. Attached is my workflow that currently works in separating by entity and account, I just can't figure out how to get a summary tab. Any help is appreciated!
Hi @annamccallon, you will need to first create that summary table and outputting it to that file, having a block until done tool there. Then you connect the rest of your workflow to the output anchor 2 of the block until done tool. See an example:
