I have two boards, Open System Orders and Order Schedule Tracking.
Open System Orders: Each line is a customer order, with the details of their purchase (order number, order total, currency, country of install, etc.) in the item. That parent item has all subitems of components of their purchase, anywhere from 5 to 19 subitems that denote their part number and part name among other aspects. This board is where we keep track of all components and the overall status of our build.
Order Schedule Tracking: Certain components of our build are critical and have varying lead times. This board has copies of all items and subitems on Open System Orders, minus the order information. On this board, the parent item columns reference the components in the subitems, with additional columns for the dates those components are expected to arrive, as well as Ship and Install Dates, and the Employee that will be installing the system.
The issue: Pulling data from subitems into parent items with specific parameters. For example, we sell tables that are equipped to handle our systems, and the lead time can vary. So, in Order Schedule Tracking, we have the columns Table and Table Date in the parent item. In Table, I would like to pull the data from the subitem based on specific parameters, so the result would be “3x4 Vibration Isolation Frame with Breadboard”.
I have tried a formula column IF(SEARCH(“Table”, {Subitems#Names}) > 0, {Subitems#Names}, “N/A”), to unreliable results.
I’ve downloaded the VLOOKUP app and am mid Free Trial trying to make this work.
I’ve downloaded Same Item Multiple Boards app and am on the free version while I try to figure this out.
I have a Make and Zapier account trying to automate this where possible.
Where do I go from here? I’ve hit dead end after dead end.
