Set Value Of One Field If Another 2 Match
I'm trying to set a value in a field, if an email address matches an email address in a different field. For example, I have a field called Email and a report link called Merge: Existing Email. If the...
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Hi Chayce, I just realized that my report link will show a match regardless. So there are 2 issues I'm trying to solve for:
Issue #1: I have a table for incoming leads called "Leads". I have another table that contains existing records from an external system we use. If the field "Email" in the Leads table matches "Email" of the other table, I wanted to create some type of flag. I thought report link would show this, but it appears the email address from the "Leads" table will display in the report link regardless if one exists in the other table. Any thoughts on solving for this?
Issue #2: If the record already exists, I wanted to create a status column; something that would note that it's an existing record. Thoughts?
Thanks!
Issue #1: I have a table for incoming leads called "Leads". I have another table that contains existing records from an external system we use. If the field "Email" in the Leads table matches "Email" of the other table, I wanted to create some type of flag. I thought report link would show this, but it appears the email address from the "Leads" table will display in the report link regardless if one exists in the other table. Any thoughts on solving for this?
Issue #2: If the record already exists, I wanted to create a status column; something that would note that it's an existing record. Thoughts?
Thanks!