Using formula to compare two columns

Hello All,

I have attached a sample workflow below

What I want to do is join my two inputs and then use a formula to create a new column labelled "Existing Name" and if "customer name" is in "customer company name" then it says the "customer name" and if it is not in "customer company name" then it says "N/A". But currently it is only checking if the name matches in that row not across the entire column.

Thanks

I also want to do the same thing with the contracts, but I assume I can do the same process so once I figure one out, I can just repeat it

Sample Workflow.yxmd

Workflow

Help

Accepted answers

Qiu

@Travis_Ratliff
I agree with @Luke_C and moreover, I dont think the Join will mean anything if you are going to check one row not across the entire column.
I think we might better consider the Find and Replace tool in this case.

Sample Workflow.PNG

Sample Workflow-r1.yxmd

All comments

Luke_C

Hi @Travis_Ratliff

The formula you have appears to have that logic, I'm curious why you're joining on the record IDs though. The Record IDs don't seem to have any correlation to the client names so you're ending up with records that have nothing to do with each other getting joined. Is that your expectation?

Qiu

Sample Workflow.PNG

Sample Workflow-r1.yxmd

Travis_Ratliff

@Qiu I am using the Join & Union tool together so that I do not drop any rows. For instance, the find and replace that you did drops one row. What I want the end result to look like is those first four columns untouched other than the unique tool and then the 5th column to be their name if it is in the other column and if not then say "N/A".

So, per your example you did basically everything except it dropped a row and changed the customer company name and agreement ID to null which I do not want

Quick Links

This months top contributors

atcodedog05 19598

Qiu 15867

binu_acs 15708

MarqueeCrew 13708

apathetichell 13703