0

How to merge columns together while merging unique cells & offsetting same cells

Hello Ninox community,

I'm new to Ninox, a crm that I honestly never heard of before until half a month ago. I've primarily worked on salesforceDC and homebrew crms, so any help is appreciated. I have a project where people go on and add business information. Sometimes the business is inputted twice and contains the same information (ie phone number, address) but also contains unique information (ie email). How can I merge the two rows together while deleting duplicate information? 

1 reply

null
    • Fred
    • 2 yrs ago
    • Reported - view

    Finding duplicate records is pretty easy.

    If you create a new formula field you can put this in the formula section:

    let t := this;
let x := select tableName[fieldName = t.fieldName]
if count(x) > 1 then
"Dup"
end

    You need to change:

    tableName to match your table name

    fieldName to match the field you want to match

    If Ninox finds more than 1 record with the same fieldName then it will put the text "Dup". A big limitation is if people put in data that doesn't exactly match.

    You can add this field to your table view and see how many duplicates you have.

    Copying data around is easy, but Ninox has no idea what data is good or bad, so I don't think you can automate that process very easily.

    Try the above to see how big the duplicate issue is.

    Another way to stop duplicates is to use a dashboard to get the data from users and to double check before you create the record.

Login to reply

Content aside

  • 2 yrs agoLast active
  • 1Replies
  • 109Views
  • 2 Following