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Lookup data from 1st & 2nd table and enter matched data based on Unique ID into 3rd table

  • 1.  Lookup data from 1st & 2nd table and enter matched data based on Unique ID into 3rd table

    Posted 02-20-2019 13:36
    Hi,

    I have Total three table ie. Table1, Table2 & Table3 
    in the first two table i'm importing data from excel (local pc)
    in the Table1 & Table2 there is Unique_ID column
    after importing data into Table1 & Table2 automatically lookup the data from both the table and add the Matched data into Table3. 

    Note: Also check for existing Unique_ID into Third table and skip those record by adding into Table3 


  • 2.  RE: Lookup data from 1st & 2nd table and enter matched data based on Unique ID into 3rd table

    Posted 03-08-2019 22:51
    Will table 3 only contain matcher records from tables 1 and 2? Or will you need to manually add date to table 3? 


  • 3.  RE: Lookup data from 1st & 2nd table and enter matched data based on Unique ID into 3rd table

    Posted 03-11-2019 12:17
    Yes it contains matcher record from Table 1 & Table 2 like VLookUP in Excel file.


  • 4.  RE: Lookup data from 1st & 2nd table and enter matched data based on Unique ID into 3rd table

    Posted 03-11-2019 21:49
    This seems like a good candidate for adding an automation.  Try creating a relationship between tables 1 & 2 based on the unique id.  Bring matching fields into table 1 via the relationship.

    Then create a checkbox formula field to evaluate if the data in the two related records match. Create an automation to move the data from table 1 to table 3 if the formula checkbox is checked, creating the new record.  Let me know if you have questions/want more detail.  


  • 5.  RE: Lookup data from 1st & 2nd table and enter matched data based on Unique ID into 3rd table

    Posted 03-19-2019 14:28
    Thanks Jake Rattner I will try and let you know