I'm trying to amend an existing import to have some conditional elements to it.
The import will need to allocate an action to each record, depending on one of 3 criteria being met by deducing their 'state' (i.e if column "call outcome 2" = PDD and column "Z-card" = yes, then apply "X action". This would need to apply to 3 separate states and apply 3 separate actions.
Could someone point me towards the right resources to figure this out or explain in (relatively) simple terms how I would go about this?
Cheers for the help Wayne, much appreciated! I'll see what my manager says about Omatic doing the customization...
Cheers Dennis, i'll drop you an email!