Question on Merge Field for Import
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. ...
Forum Discussion
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.
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Mike Tamoush
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