I am trying to get results based off employer and location. Here is an example:
Table 1 (Company):
Employer_1, Employer_2, or Employer_3. Location is Business_Zip
Table 2 (Customer):
Employer_1, Employer_2, or Employer_3. Location is Customer_Zip
When submitting a request form, the customer can request an answer from Employer_1, Employer_2, and/or Employer_3. The request will go to the Company with the matching zip (IE: Business_Zip = Customer_Zip)
Here's where I'm stuck. I need to create a workflow that directs the question to the correct Company, based off matching Employer and zip.
It would look like this: Customer completes the submit form, and request the information to come from Employer_1 and Employer_2. When Employer_1 w/ matching zip logs on, it will show the request, same for Employer_2 w/ matching zip, however Employer_3 + Employer_1 without matching zip + Employer_2 without matcing zip, will not show any data.
I apologize for the extreme detail. I've been through the forums, online videos, and help questions for over a week now. I probably need to step away, but this is one of the last steps before I can launch. Thank you again!
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Psquare1
Thanks in advance for any assistance.
I am trying to get results based off employer and location. Here is an example:
Table 1 (Company):
Employer_1, Employer_2, or Employer_3. Location is Business_Zip
Table 2 (Customer):
Employer_1, Employer_2, or Employer_3. Location is Customer_Zip
When submitting a request form, the customer can request an answer from Employer_1, Employer_2, and/or Employer_3. The request will go to the Company with the matching zip (IE: Business_Zip = Customer_Zip)
Here's where I'm stuck. I need to create a workflow that directs the question to the correct Company, based off matching Employer and zip.
It would look like this: Customer completes the submit form, and request the information to come from Employer_1 and Employer_2. When Employer_1 w/ matching zip logs on, it will show the request, same for Employer_2 w/ matching zip, however Employer_3 + Employer_1 without matching zip + Employer_2 without matcing zip, will not show any data.
I apologize for the extreme detail. I've been through the forums, online videos, and help questions for over a week now. I probably need to step away, but this is one of the last steps before I can launch. Thank you again!
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