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Search for Records with Multiple Matching Fields

  • January 10, 2020
  • 0 replies
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I have a set of raw data being imported from a spreadsheet that needs to be aggregated into an arbitrary set of groups. I would like to find any records with matches in certain fields (3-5 fields), and identify them as belonging to the same group. There will be several groups identified through this search, and I plan to have these become parent records with the original raw data as child records (though I'm open to other approaches) to allow me to view and summarize the data from non-matching fields of the records within each group. There are many options for values in the fields to be checked for matches, so I do not want to simply identify all the possible combinations and use a long if statement to assign to a group for obvious reasons.

Is there an efficient way to find all records with equal values in multiple fields, somehow flag them as belonging together, and automatically create a parent record for the group? Subsequently, I may need to move data between groups manually or split off some of the automatically grouped records as their own group, so I don't want to use formulas to define which parent the records belong to. Any thoughts would be appreciated!

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Oana Toma
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This topic has been closed for replies.

MarkShnierYou
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You can create a formula field to concatenated the fields together, separated by, say, a hyphen.

Then use a summary report to summarize on that field and you will have a list if Unique Parent records needing to be created.

then use the More .. button to copy these to another table (which you will previously have set up) and copy them across.

 You can then use an Automation to trigger when. A child Record is created with no Parent, to create the parent, and safety net that with an overnight Subscription report of orphans.


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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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