Setting different field values on incoming data set based on condition

[Ronny_39]

Hi All,

I have 2 data sets that are connected to a database.  Datasets are updated everyday. 

Data set 1 - 

  Customer Name                    Transaction Type

      C1                                         T1

     C2                                         T2

     C3                                         T2

Data set 2 - 

  Customer Name                      Field 2

      C1                                         K1

     C2                                         K2

     C3                                         K2

For workflow processing, requirement is to modify all records from Dataset 1 based on the below logic --

- All incoming records with field (transaction type ) and value (T1) need to be assigned K1 value on the same field. <Open to a new field if solution is simpler>

- All incoming records with field (transaction type ) and value (T2) need to be assigned K2 value on the same field. 

<Open to a new field if solution is simpler>

Only after dataset 1 is modified per above logic,  I can continue further workflow processing by joining with dataset 2 based on above 2 fields (Customer Name, Field 2). 

Please advise. 

Thanks!

[dfurlow]

>

- All incoming records with field (transaction type ) and value (T1) need to be assigned K1 value on the same field. <Open to a new field if solution is simpler>

- All incoming records with field (transaction type ) and value (T2) need to be assigned K2 value on the same field. 

<Open to a new field if solution is simpler>

Do all of the incoming records have the field transaction type?

If so, you should be able to use a formula tool with an IF statement, or if there are a large number of different transaction types, you could use a Find Replace Tool.  Does either of these approaches, shown in the attached workflow, match what you are trying to achieve?