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I am trying to make a linking automation. Our records in Table 1 do not all exactly match records in Table 2. I am using an Long Text field to create a list of other numbers I would like the automation to look for when linking.

The problem is that using the Find Records function has the options to find a record that "is"(which wont work because im using a list) or "contains"(which will find records that dont exactly match. EX: 2118-1 will match with 2118-1.1 or 2118-11) Is there any ways around this?

 

 

The Find records action with "contains" is behaving as designed.

The workaround is to have a delimiter around your search string and to include that delimiter in your search.

For example, it looks like most (but not all) of your IDs are followed by a comma. If you could add a comma directly after all of the IDs, including the last one, you could then search for "contains" and include the comma. 

I actually don't like a comma in this case. I prefer to use two delimiters: one at the beginning and another at the end: [2118-1][2118-1.1][2118-11]. Then I have a formula field that tacks on the delimiters to the ID and use that formula field in the Find records.

The Find records action with "contains" is behaving as designed.

The workaround is to have a delimiter around your search string and to include that delimiter in your search.

For example, it looks like most (but not all) of your IDs are followed by a comma. If you could add a comma directly after all of the IDs, including the last one, you could then search for "contains" and include the comma. 

I actually don't like a comma in this case. I prefer to use two delimiters: one at the beginning and another at the end: [2118-1][2118-1.1][2118-11]. Then I have a formula field that tacks on the delimiters to the ID and use that formula field in the Find records.


I think that would actually work perfectly. Youre a genius. I will give that a go. Thanks a ton.

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