I need help with a formula to compare NPI number field from Order to the Contact record, then post the concatenated name.
For example (the info is entered at separate times):
Contact Object:
NPI #: 12345
Order Object:
NPI #: 12345
If these Match, a formula on the Order to populate a new field with the Contact Name.
It seems simple enough but I am stumped.
Hi @Corinne deSa,
You can create a record trigger flow to achieve the same.
You need to create a record trigger flow on Order.
If the NPI#(I hope this is a field on both objects) is same on the both objects, a field named (Test) must be updated with the Contact Name from the Contact object.
Let me know in case you are looking for the same and need assistance in the record trigger flow.
Thanks
Saurabh
