I am trying to use Data Designer to merge the Cockpit Associated Records object with our Success Plan data to display what Success Plan Template is being used for each Success Plan. When I select the Cockpit Associated Records, I’m not seeing anywhere to select what object I’d like to resolve to. Not sure if I’m missing it or if this can only be done via rules engine today. (Or if there’s an easier way to link this data that I haven’t thought of!)
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Data Designer - merge data of what success plan template is in use
+1Best answer by heather_hansen
Then, I run the report, and I can see the SP Name with the Template Name.
Hope that helps!
+14+1+14
Then, I run the report, and I can see the SP Name with the Template Name.
Hope that helps!
+14Basically, I don’t think you need a data designer. You should be able to go to Report Builder, and select the Cockpit Associated Record, and then, in the Link section right under that, select Linked Object = Cockpit Template.
Then, you’ll see it as a Linked Object in the fields, and you can select Name from underneath it and that will be the Template name.
+1
+1Basically, I don’t think you need a data designer. You should be able to go to Report Builder, and select the Cockpit Associated Record, and then, in the Link section right under that, select Linked Object = Cockpit Template.
Then, you’ll see it as a Linked Object in the fields, and you can select Name from underneath it and that will be the Template name.
I need to add the template name to a Data Designer job I have because the object I need to add it to is a Data Designer object. I’m facing the same issue. How do I indicate which object I want to link to? It defaults to Company Person.
+2Hi Mary,
In Data Designer, we do not have the linked object switching capability. We directly pick up the first object which comes up.
However, you can do additional join on the same field with the cockpit template in data designer.
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