Multi Condition Match Formula

[mustufa2019]

I am trying to create a multi factor match on the below fields. I want to create a flag/report showing if all the following fields match (Invoice, Invoice Date, Supplier, and Pay Amt). if these fields match I would like to see them in a separate report. Below is a sample data table I created for reference. The row in bold below have these fields matched.

Any help would be highly appreciated!

Voucher	Invoice	Invoice Date	Supplier	Due Date	Entered	Pay Amt	User	Location
2343	4231-a	10/5/2018	656	7/1/2019	5/1/2018	5,000.00	Jkhan	NYC
9871	5431-1	5/2/2019	545	6/3/2019	6/1/2018	3,000.00	Mali	LA
3211	4231-a	10/5/2018	656	12/2/2018	7/2/2019	5,000.00	Ssmith	SF
4721	5671-0	11/2/2019	727	6/1/2019	5/1/2018	3,000.00	Jsmith	LA
2311	4321-b	4/2/2019	431	5/4/2018	6/2/2017	1,000.00	Dhudson	OH
7563	5671-0	5/6/2018	727	5/2/2019	4/12/2019	2,000.00	Mrichardson	FL

[T_Willins]

Hi @mustufa2019,

An easy way to get this information is using a Unique tool and looking at the Duplicate anchor.

[fmvizcaino · Accepted solution]

Hi @mustufa2019 ,

Attached is an example showing how to do it.

Take a look and let me know if this makes sense to you.

BEst,

Fernando Vizcaino

[mustufa2019]

@fmvizcaino thank you so much! this worked perfectly with the actual data.

@T_Willins thank you for the help as well!

[mustufa2019]

@fmvizcaino There is one additional condition I am trying to create. I want to create a flag/report when fields Invoice, Invoice Date, and Gross Amt match but field Supplier is different. I ran the same workflow you showed and updated the settings but I think there needs to be an additional condition created to apply different "supplier" rule. See below screenshots:

Unique Tool

In this, you can see even if the "supplier" field is same, it still shows up. But I want a condition that would spit a report of records with Invoice, Invoice Date, and Gross Amt matched but field Supplier different. Is this something you can help with?

[fmvizcaino]

Hi @mustufa2019 ,

I've inserted one more row in my example with a different supplier. Check if this separation makes sense to you 🙂

Let me know if you need further help.

Best,

Fernando Vizcaino

[mustufa2019]

@fmvizcainothanks for sharing this. One question, why do we need to have step 2 and 3 before we ran the additional condition of duplicates with different supplier (see screenshot 1)? Is there a way I can have this condition in a separate workflow?

I have multiple conditions I am trying to create, see screenshot 2. I used your workflow as a guide but wanted to see what the purpose of the first two steps are and if I can have separate workflows with my different conditions.  

Screenshot 2