I have an Alteryx workflow that is writing data to a table each morning. Throughout the day, some of the data is reassigned to a different clerk. I need to update the data in the table with the new clerk information. I need to update the clerk, clerk id, and invoice datetime fields in the current table with the information in the updated table. I am appending the existing fields to the table each day using the output tool.
Current table: | |||||
Report Date | Clerk | Clerk Id | Invoice Nbr | Invoice DateTime | |
8/21/2024 | XYZ1 | 654 | 159753 | 8/21/2024 0:38 | |
8/21/2024 | XYZ1 | 654 | 456852 | 8/21/2024 0:38 | |
8/21/2024 | XYZ1 | 654 | 951753 | 8/21/2024 0:38 | |
8/21/2024 | XYZ1 | 654 | 258654 | 8/21/2024 0:38 | |
Updated Table: | |||||
Report Date | Clerk | Clerk Id | Invoice Nbr | Invoice DateTime | |
8/21/2024 | ABCD | 345 | 159753 | 8/21/2024 8:52 | |
8/21/2024 | ABCD | 345 | 456852 | 8/21/2024 8:52 | |
8/21/2024 | ABCD | 345 | 951753 | 8/21/2024 8:52 | |
8/21/2024 | ABCD | 345 | 258654 | 8/21/2024 8:52 | |
where is the new data going to come from to update the clerk, clerk id, and invoice datetime fields?
read it from somewhere? enter it manually?
What have you tried? Can you post a sample workflow? Or do you not know where to start?
Have you reviewed Learn > Academy > Learning Paths and Interactive Lessons?
join both tables on the invoice number, which sounds like a unique field, and take the columns you need to update from the updated table instead, then union with all unjoined records
I was able to do that, but it created the issue of having duplicate invoice numbers in the table for the report date.