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Load to People

  • December 3, 2019
  • 2 replies
  • 16 views

suryanarayana
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Hi Team,

While doing Load to people Action why don’t we have criteria separately for 3 parts Person ,company person,Relationship person ?


For Example we want to load all persons into person object ,all company stuff into company persons object and Only if Relationship exists Relationship person should load .

Now the Rule goes as partial success saying Relationship id doesn't exist. 

so we applied Relationship GSID!= Null it is filtering for all the 3 action parts but not only for last action part Relationship person.
 

Do we need to have 2 Actions one for Person ,company person and other for Relationship person ? 
 

2 replies

julia_thomas
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  • Gainsight Employee ⭐️
  • January 8, 2020

@suryanarayana As of now to the rule to get success, we need 2 actions.


phani_kumar
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  • Gainsight Employee ⭐️⭐️
  • October 6, 2020

+1.

Agreed with @suryanarayana 

It’s better to have the flexibility to create criteria for each step(Person, Company Association, and  Relationship Association). 

Thanks.