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    James B
    Pull Another Contact ID Based on Unique Custom Field
    Topic posted February 12, 2019 by James BBlue Ribbon: 750+ Points 
    Pull Another Contact ID Based on Unique Custom Field
    VLookup within the same table

    Hi all,

    I am looking to automate a regular upload that we do which grants a contact additional access to the customer portal if they have direct reports. We get a daily contact update file from our HR system into OSC and as part of this file it tells us the employee number of each contacts supervisor.

    I built a report that counts the amount of people reporting to the same person. However, in order to do updates via a custom script I need to get the contact ID of the supervisor. Basically a VLOOKUP from within the same table that takes the Supervisor_Worker_No field from the employee, matches it to the Employee_Num field and then gets the C_ID. From there I can work my expressions and write my update code.

    I have attached the definition (PDF and XML) so you can see my attempt at nabbing somebody else's code and trying to work it for my own needs. From what I understand I need to build an SQL query within the process tab, as I don't think there is a way to do this as standard.


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