COALESCE fields in transform maps
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3 hours ago
So I have a requirement where in the sheet there multiple columns I am taking 3 columns here for that I need Help
1. name
2. site ID
3. company
In transform map I have selected COALESCE true for site ID and company field this is check at the start if both are matched for other record exisiting it would update it
But other than that after if site ID and company field is not matched we want to check name and company field if both are matched then also the exisiting record should be updated? how can I add this logic
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2 hours ago
Hi @indrajeetma
Coalesce mainly works the way you described, and I don't think there's another way unless you write custom code to check the name and company.
But technically, if a match is found, it updates the record — otherwise, it creates a new one. This is out-of-the-box (OOTB) behavior.
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2 hours ago
You can create the coalesce field based on the sys_id field, then you can script the mapping of the sys_id to find the record based on the conditions and return the sys_id. if it does not return a sys_id, a new record will be created, if it returns a sys_id then the record will be updated.
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2 hours ago
Could you please explain more how to implement this
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2 hours ago
This is only an example, but it should be something like this. you look for a record based on your conditions and table.