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How to compare two linked-to-other-records fields

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Sydney_Brown
5 - Automation Enthusiast
5 - Automation Enthusiast

I have two fields:

  1. Contracted
  2. Completed

Each of these fields are set to link to multiple records. In this case they are modules students may choose to complete.

I would like to have a third field that automatically looks at the linked records in field 1 and checks to see if the same records are linked to in field 2.

I tried {field 1} = {field 2}

This works if the linked-to records are in exactly the same order.
26ba82192b658b9f5ad12255ce81c7b795ad4f5b.png

But, if they differ
78fdb1c6e52e840068ef48c796adcdee9041e73d.png

The formula does not recognize the same records are linked. In this case, I would like {field 1} = {field 2} to evaluate to true.

I would appreciate any insight you can share. Thank you.

/s

4 Replies 4
Melissa_Frank
5 - Automation Enthusiast
5 - Automation Enthusiast

Did you ever get an answer to this question? I think I am looking for something similar. I have two fields that each link to only one record. I want another formula field to either return the enter in Field 1 if the entries are identical, or return the text from both (e.g. “Field 1/Field 2”) if they are different.

Your situation is much more straightforward. This formula should give you what you want:

IF({field 1}={field 2},{field 1},{field 1}&", "&{field 2})

@Sydney_Brown

There are ways to provide the functionality you desire – depending on the number of possible modules to consider. For instance, this base assigns a ‘unique’ power-of-2 value to each course and uses SUM(values) rollup to calculate a numeric value for the linked courses. Since there is a unique value for each possible combination of courses, comparing the values will test for matching courses regardless the order in which they are linked.

Admittedly, this is a bit of a kludge – and if you’re dealing with a catalog of hundreds of courses, it’s not an option – but in many instances it can be a quick and simple solution.

jjl-pdx
5 - Automation Enthusiast
5 - Automation Enthusiast

I'm having this exact same issue... as this query is 6 years old, I'm not holding out much hope... unless there is some newer function that does this?

OfficeOurs
7 - App Architect
7 - App Architect

See my reply here