I will try to keep this direct and to the point.
I have 2 lists, one has Contact Information based on 2 factors (line of business and region) and the other has all the New Account Setup information. I need to make sure that the account set up information gets sent to the right contact based LoB and region. Since neither LoB or Region are unique modifiers, I built a concatenate column (cleverly named "LoB and Region") as I have both of those pieces in each list. The goal is that when a new line is added to the New Account Setup list, the workflow starts automatically (checked the "Workflow Settings" drop down already, so I know that is correct) and pulls the contact information from the CI list to the NAS list based on the "LoB and Region" columns. The method I am currently using is "Set Field Value" where I set the contact information equal to a list lookup to the CI table when "LoB and Region" in CI = "LoB and Region" in NAS. I would accept that I formatted it wrong if it wasn't for the fact that 1 out of the 6 test lines I put in returned the correct information, however the other 5 did not return any information, right or wrong.
Is this a problem with the fact I am matching 2 concatenate columns? Is there another bug in the process I'm not seeing? Does anyone have any tricks or tips to accomplish this goal as simply as possible?
Thank you all for your help,