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Setting ParentId for child rows

shaked
Deputy Chef I
Deputy Chef I

I have a CSV table that contains both parent and child records.
I need to identify if a row is a child based on a specific value in the Name field.
The parent is also identified by a specific value in the Name field.

For each child record, I need to:

  • Find the relevant parent record within the same table

  • Update the child rowโ€™s ParentId field with the value of the corresponding parent

I am looking for an efficient and clear way to implement this logic in Workato.

7 REPLIES 7

as you mentioned the input is csv file and you can able to retrieve the csv contents and then go with SQL Collections by Workato with create list with csv file, which would be a recommended and best practise.

when you take lookup table, you need to store the csv contents into table and after storing the data into lookup table again you need to retrieve the records, which is un-necessary of adding a step.

Recommended approach: get csv file contents (already you have) --> create a list with csv file (SQL Collections app) --> Query list (SQL Collections app).

I recommend sql collection since we don't know if the table might grow in size in the future.

shaked
Deputy Chef I
Deputy Chef I

Thank you very much, I use SQL.