Step 1: Create static SharePoint lists manually
First, we'll manually create a static list in SharePoint for the currency drop-down (USD, EUR, GBP) and Reconciliation Account drop-downs.
- On your Workflow site, click Create.
- Click Custom List.
- Add a new item for each currency (USD, EUR, BBP).
- Similar to the Currency list created above, create a list of Reconciliation Accounts that looks like the example shown below.