Forum Discussion
OanaWhalen
Qrew Cadet
Alright, thanks. When I get to that place I'll let you know if we need to go that route, or if I figure something else out that's close I'll post it back here!
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Oana Toma
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Oana Toma
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OanaWhalen
5 years agoQrew Cadet
I was able to resolve this challenge to avoid the manual copy process and wanted to post in case anyone runs across this in the future.
As Mark suggested, the concatenation of fields to check for matches was the key here.
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Oana Toma
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As Mark suggested, the concatenation of fields to check for matches was the key here.
- I have a formula field called Group ID in my Raw Data table that concatenates a handful of fields.
- My Conditions table uses Group ID as its key field and I set up a relationship with Conditions as the parent and Raw Data as the child.
- In Conditions, I set up a checkbox formula field called Group Exists? with the simple formula of "true". This puts a checkbox on every record in the Conditions table.
- Whenever a Raw Data record is added, the formula calculates a Group ID. Since Group ID is the reference field to Conditions, I set up a lookup to the Conditions table to pull down the Group Exists? value. If the Conditions table contains a record with that Group ID, a true value is passed down. If that Group ID does not yet exist in Conditions, the checkbox value is false.
- I created an automation such that every time a Raw Data record is added and the Group Exists? checkbox is unchecked (false), a new record is added to Conditions with the Group ID key field automatically populated from the calculated value in Raw Data.
- Since Group ID is populated by formula for every Raw Data record, any record in that table with the same Group ID (and therefore matching fields) automatically becomes associated with the new Condition with that Group ID.
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Oana Toma
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