Forum Discussion

RajkumarYadav's avatar
RajkumarYadav
Qrew Trainee
7 years ago

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

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 
APIs and custom code
App builders
Data import and export
  • JakeRattner2's avatar
    JakeRattner2
    Qrew Trainee
    7 years ago
    Will table 3 only contain matcher records from tables 1 and 2? Or will you need to manually add date to table 3? 
    • RajkumarYadav's avatar
      RajkumarYadav
      Qrew Trainee
      7 years ago
      Yes it contains matcher record from Table 1 & Table 2 like VLookUP in Excel file.
    • JakeRattner2's avatar
      JakeRattner2
      Qrew Trainee
      7 years ago
      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.