I’m routinely linking a record from another table to match text in another field. Is there a way to do this fast/automatically?
For example, we have an Invoices table, with data that we import from our invoicing software, Harvest. From the imported data, we have a text field with client names. We then link the client names in a linked record field to client records, which live in another table. One of us has to do this manually, each month. Is there a way to use a formula or some other function to return a record from another table if it matches the text in another field or return something like '[NO MATCH]" if there’s no matching record in the other table.
Do the client names match exactly? If so, you can copy and paste from a text field into a linked record field, and the link is created automatically.
You could also look into the Batch Update block or the scripting block.
Adapt one of the existing matching scripts recently written for this contest, which has built-in logic for matching close-but-not-exact matches. One is by @JonathanBowen and the other is by @Jeremy_Oglesby.
These scripts are entries in a contest that is currently being judged, and I believe that community usefulness is part of the judging, so if you find them helpful, please indicate so on the contest page. (I’m hurting my own changes at winning the contest by promoting other entries, but I believe that great work deserves to be recognized.)