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Search Results based off multiple tables


Psquare1
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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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On 12/2/2016 at 4:44 PM, Ariel said:

Hi Psquare1,

Are Company_1, Company_2 and Company_3 separate fields in both tables?

Can you please provide some more detail on this part: " however Employer_3 + Employer_1 without matching zip + Employer_2 without matcing zip, will not show any data.  "

Thank you,
Ariel

Hi Ariel,

Yes, Company_1, Company_2, Company_3 are separate fields on both tables.

As an example for the second part, "John (customer) is purchasing a widget. A similar widget is offered by three stores, whom all have multiple locations. John's question would need to go to any of the three stores he has requested information from, and to the closest location to John, of the selected store(s)."

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I am trying to understand your data.

You have customers.

You have Companies.

  • If customer orders for customerzip=12345 from employers e1,e2,e3 then request will go to employers e1, and e2 with matching  zip code = 12345 Request will not go to e3 because zip is not matching
  • If customer orders for customerzip = 12341 from employers e1,e2,e3 then request will go to all three e1,e2,e3 because there is matching businesszip=12341=customerzip=12341

Let me know if this is the setup of your data.

Thanks,

Neal

NealPatil @ gmx.com

 

Customers.png

Companies.png

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