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Itzik Winograd vlookup - NOT by record Name
HI all
I need to perform a search for a record id of a custom object, but NOT by the record Name.
Example - My custom object is Emploees, and i need to find the desired emplee record ID (to insert in a lookup field) by emplee_id__c.
I would use VLOOKUP, but in my case emplee_id__c is not the Name field so VLOOKUP wont help.
Maybe an Apex Class Called by a Process Builder that select id... from.. where ..... = emplee_id__c?
Any Chance for a code example?
Thanks in advanced!
I need to perform a search for a record id of a custom object, but NOT by the record Name.
Example - My custom object is Emploees, and i need to find the desired emplee record ID (to insert in a lookup field) by emplee_id__c.
I would use VLOOKUP, but in my case emplee_id__c is not the Name field so VLOOKUP wont help.
Maybe an Apex Class Called by a Process Builder that select id... from.. where ..... = emplee_id__c?
Any Chance for a code example?
Thanks in advanced!
If the lookup field is an ID, you should just use a new Lookup Relationship field (Creates a relationship that links this object to another object. The relationship field allows users to click on a lookup icon to select a value from a popup list. The other object is the source of the values in the list).
The problem is to initialized all the values of this new Lookup Relationship field.
If you still prefer a VLOOKUP equivalent with zero code, you can use a Process Builder + a Visual Autolaunched Flow.
David Litton has posted really great samples of this technique of lookups with visual flows on his blog (clearly explained step by step): https://salesforcesidekick.com (https://salesforcesidekick.com/2015/12/21/match-leads-to-an-account-automatically-with-an-account-number/)
"The first step is going to be grabbing our Record Lookup. Then To make this an Autolaunched Flow, we need to have it launched by a Process Builder, so lets head over and create a new one!"
https://salesforcesidekick.com/2015/12/21/match-leads-to-an-account-automatically-with-an-account-number/
Here the Record Lookup used a Name but you can use an Id (given that this record lookup would be useless with a real Lookup Relationship field).
Alain
All Answers
If the lookup field is an ID, you should just use a new Lookup Relationship field (Creates a relationship that links this object to another object. The relationship field allows users to click on a lookup icon to select a value from a popup list. The other object is the source of the values in the list).
The problem is to initialized all the values of this new Lookup Relationship field.
If you still prefer a VLOOKUP equivalent with zero code, you can use a Process Builder + a Visual Autolaunched Flow.
David Litton has posted really great samples of this technique of lookups with visual flows on his blog (clearly explained step by step): https://salesforcesidekick.com (https://salesforcesidekick.com/2015/12/21/match-leads-to-an-account-automatically-with-an-account-number/)
"The first step is going to be grabbing our Record Lookup. Then To make this an Autolaunched Flow, we need to have it launched by a Process Builder, so lets head over and create a new one!"
https://salesforcesidekick.com/2015/12/21/match-leads-to-an-account-automatically-with-an-account-number/
Here the Record Lookup used a Name but you can use an Id (given that this record lookup would be useless with a real Lookup Relationship field).
Alain
Solved it with your solution.
TNX again.