Cause
Reference fields in workflows may not display all related table data options for complex relationships like insurance tables. This is a limitation in how the workflow system handles certain types of data relationships, particularly with insurance data structures.
Solution
When standard reference fields don't expose the needed insurance table fields, consider these alternative approaches:
Use Direct Field References: Instead of relying on reference fields, try accessing insurance data through direct field mappings if available in your workflow token options.
Custom Token Implementation: Work with your system administrator to create custom tokens that can pull specific insurance table data, like provider phone numbers.
Review Available Token Options: Check all available token categories in your workflow email setup to see if insurance data is accessible through a different token type.
Alternative Workflow Design: Consider restructuring your workflow to use different trigger points or conditions that might provide better access to insurance table data.
When to Contact Support
Contact Dazos Support if:
None of the alternative approaches provides access to the insurance data you need
You need assistance setting up custom tokens for insurance table fields
You require guidance on restructuring your workflow to access insurance information
The insurance data should be available through reference fields but consistently fails to appear
When contacting support, provide:
The specific insurance table field you're trying to access (e.g., provider phone number)
Screenshots of your current workflow token setup
Details about which reference field options you've attempted
Related Resources
Workflow email token configuration guides
Insurance table data management documentation
Custom token setup instructions