Duplicate Values Between Two Tables
Hi Everyone, I will preface this with formulas are new to me. I have two tables Table 1 (Preferred Provider): This is the master table of only the preferred providers identified by Provider ID T...
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Sadly, with this: If( Size( GetRecords( "{8.EX.[CAP_TIN] }", [_DBID_ASC_PREFERRED_PROVIDERS] ) ) > 0, "Yes", "No") -using a formula check box field, the syntax error I get is the table name is not a recognized field. This can't be that difficult, am I making it too difficult? Or do I just sadly, have to manipulate my excel file before I upload?
Ah! Instead of 'Yes' / 'No' you can just use True, False (as is).
If( Size( GetRecords( "{8.EX.[CAP_TIN]}", [_DBID_ASC_PREFERRED_PROVIDERS] ) ) > 0, True, False)
Do I need to do something so the member assignment table recognizes the preferred provider table? Everything looks good except it returns again as the table name is not a recognized field.
Ok, let's go back over your ask so I understand. The ask is from the Member table (t2), you want to query against the ASC Provider table (t1). Is this correct?
"What formula (and formula field) do I use in Table 2 that will look for a Provider ID match in Table 1 that will populate the new field in Table 2 as yes or no?"
If you're not getting results for a particular record, then double check the Provider ID { [CAP_TIN] } value on the Member table (t2) does in fact exist on the ASC Provider table (t1). If it does, then double check the fid on Member table for Provider ID (the one you want to query against), and confirm the field name on ASC Provider (t1) is [CAP_TIN].
