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jeffrey_coleman
Helper ⭐️
Jan 2, 2017 8:24 PM UTC

Calculated fields on relationship rules

I went to create a relationship rule with a calculated field and was shocked (shocked, I say!) to find that it wasn't an option.

It should be!

    6 replies

    sidhu
    Gainsight Employee ⭐️
    Gainsight Employee ⭐️
    Jan 3, 2017 3:58 AM UTC
    Hi Jeff, 

    Thanks for this post. The following things that you could do for rules on Account cannot yet be done for rules on Relationship and we intend to achieve a full feature parity. 

    1) Creating calculated fields (even for account rules, the calculated fields do not give reliable results when we have instance or user level data in source)
    2) Choosing an account identifier when there are multiple fields on the source object looking up to an account
    3) Including accounts where data in unavailable

    Thanks, 
    Sidhu
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    reneehouse
    Contributor ⭐️⭐️⭐️⭐️⭐️
    Mar 15, 2017 7:23 PM UTC
    I agree with Jeff on this.  Do we know where this is on the roadmap?
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    Renee House
    cara_brill
    Contributor ⭐️⭐️⭐️
    Jun 19, 2017 9:06 PM UTC
    This is now a need for our Gainsight use cases as well. 
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    manu_mittal
    Gainsight Employee ⭐️
    Gainsight Employee ⭐️
    Jun 19, 2017 11:52 PM UTC
    Thanks for posting, Cara! 

    Do you think you'd be able to address your use-case using a Relationship Bionic Rule instead? We recently added a pretty robust formula builder under the "Transformation" task. Details are available here. 
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    cara_brill
    Contributor ⭐️⭐️⭐️
    Jun 20, 2017 12:29 PM UTC
    Thanks, this may work, I will try it out now!
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    cara_brill
    Contributor ⭐️⭐️⭐️
    Jun 20, 2017 2:28 PM UTC
    This doesn't seem to work as an option either b/c I cannot get a relationship ID into the transformation task and then I have no "Setup Action" options.  
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