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SOLVED

Index/Match embed in Workflow? HELP

hgrebener002
5 - Atom

Hi everyone!

 

A quick background - this Workflow is meant to automate 50+ corporate tax returns for Import into our tax return system.

 

OK here's the issue: I'm trying to dynamic rename two Headers in my workflow. Again, we have approx. 50 different entities and I need to match an Entity code we create to a "Locator ID" that our system creates. I also need to change the name of the entity during each run as well. I have a Dynamic Rename tool in my workflow right now with a Right and Left input. The Left Input is an Income Statement and the Right Input is a mapping file with all of the different codes and entity names. To Illustrate (Headers are in Bold) -

 

                LEFT                                                                                                         RIGHT

 

7001                 Entity Name                                                      Entity Code     Entity Name     Locator ID

INCOME                    0                                                                        7001               Harbor             5430NK

INCOME                    0                                                                        7002               Chase              1121JL

DEDUCTIONS           0                                                                        7003              Acworth           5553AR  

 

 

I want my Join to come out like this:

 

                                                                                                                                 JOIN

                                                                                                                 5430NK                Harbor

                                                                                                                 INCOME                   0

                                                                                                                 INCOME                   0

                                                                                                                 DEDUCTIONS          0  

 

 

Any thoughts would be greatly appreciated - thank you so much!!

2 REPLIES 2
Inactive User
Not applicable

Answer attached.

hgrebener002
5 - Atom

Worked like a charm!! THANK YOU!

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