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Updating Some of the fields for a record in a table saved in a Database

tgvxz
6 - Meteoroid

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 DateClerkClerk IdInvoice NbrInvoice DateTime 
8/21/2024XYZ16541597538/21/2024 0:38 
8/21/2024XYZ16544568528/21/2024 0:38 
8/21/2024XYZ16549517538/21/2024 0:38 
8/21/2024XYZ16542586548/21/2024 0:38 
      
Updated Table:     
      
Report DateClerkClerk IdInvoice NbrInvoice DateTime 
8/21/2024ABCD3451597538/21/2024 8:52 
8/21/2024ABCD3454568528/21/2024 8:52 
8/21/2024ABCD3459517538/21/2024 8:52 
8/21/2024ABCD3452586548/21/2024 8:52 
      

 

4 REPLIES 4
ChrisTX
16 - Nebula
16 - Nebula

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?

dwstada
11 - Bolide

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

tgvxz
6 - Meteoroid

The workflow is running three times a day. I am checking the joined records from each table to see if the clerk has changed. I tried the Upsert: If New option in the output tool, but I received an error message due to a primary key issue. 

 

 

 

tgvxz
6 - Meteoroid

I was able to do that, but it created the issue of having duplicate invoice numbers in the table for the report date. 

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