On one of my tables I have records that have fields that are not necessarily unique but the combination of 2 fields is unique. I have a field Requisition # and a field called Candidate Ref Num. Neither is unique on their own, but the 2 values combined create a unique value. I created a formula text field to combine these and marked it Unique. I hoped to use it as the Merge Field to import additional data to the record. Unfortunately it's not listed as a merge field (probably because it's a formula field). Does anyone have any insight into how I handle this particular problem?
I had this same issue. You cannot merge on a formula field. I also found out the hard way. My solution was to make another field:[Merge Field Scalar]You simply need to fill this merge field scalar with the formula field, and of course make the scalar field unique. You can fill it via a nightly pipeline that runs a table to table import, or dynamic form rules, or a pipeline, etc. If you use webhooks that can also work.Essentially, you need a webhook or pipeline that says, if one of my 2 fields that make up the formula field changes, then change the scalar field to the value in the formula field.Then merge onto your scalar field.