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Pull Another Contact ID Based on Unique Custom Field

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edited Feb 12, 2019 9:18AM in Reporting & Analytics for B2C Service 11 comments

Summary

VLookup within the same table

Content

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.

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