function readOnly(count){ }
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
+ Start a Discussion
Amanda Byrne- Carolina Tiger RescueAmanda Byrne- Carolina Tiger Rescue 

Can I relate objects with the same field values?

I have two objects whose values I would like to include in the same report, but they don't have any relationship already created.  However, they do both have an order number text field that represents the same value 1:1

I tried to create a custom lookup and populate if with a workflow, but can't figure out how to make it work.

I found some reference that indicated this might be doable with the Process Builder, but I haven't tackled the Process Builder before.  Is there any other option?
Amanda Byrne- Carolina Tiger RescueAmanda Byrne- Carolina Tiger Rescue
Oh, I won't have Process Builder until the Spring 15 release.  I thought maybe it had come when I had Lightning enabled...

So again, any other way to do this?
Amanda Byrne- Carolina Tiger RescueAmanda Byrne- Carolina Tiger Rescue
the answer to this was no. At least not at this time. But someone in the powerofus community did recommend the power query add on for Excel. It turned out to be pretty neat. Kinda ugly, but it did the job.