Hi community! I'm in need of some help strategizing how to accomplish my goal. I am currently taking a very manual workflow and attempting to automate it.
Goal: Match incoming database records with a running file of user inputs that comes from an Analytics App. I need to match multiple groups data (that can be any combination of different at the same time!)
Background: I am attempting to repurpose a dynamic join macro I already use; however, this macro is designed to match one field at a time, but my current need is to match on the combination of fields one group is using.
Example: I have Group 1 that has a program number of 1122BA and a project number of 1245F I want to associate any document numbers coming in from the database source that match on BOTH that program number and project code. The reason the combination is important is because several groups could have the same Program, Location or Project code. Thus, by matching on the combination I'm assured that the correct document numbers from the database source are associated with the correct group.
I have attached a Dummy Workflow with fake data as well as the Dynamic Filter I am attempting to repurpose. Any thoughts on how I can accomplish my goal?
