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raya
raya
Contributor ⭐️
September 14, 2017
Solved

Does not exist logic with 1:M

  • September 14, 2017
  • 4 replies
  • 77 views
That may be really simple but can't figure it out: is there a way to generate a power list using "does not exist" logic in 1:M relationships? For example find me all accounts which do not have any entitlement contact with role=Admin? The relationship is: Account (1):Entitlements(M):Entitlement Contacts(M). 
    Best answer by dan_ahrens
    Hi Raya,

    This sounds like an ideal use case for Advanced Outreaches and adding participants using a Bionic Query: https://support.gainsight.com/Product_Documentation/CoPilot_and_Automated_Email/Admin_Configuration/...

    Bionic rules and queries allow you to pull data from multiple data sets and to aggregate, pivot and transform the data along with doing complex merges (inner, outer, left and right joins are supported). Here is some more info on getting started with Bionic rules: https://support.gainsight.com/Product_Documentation/Rules_Engine/Admin_Configuration/Getting_Started...

    4 replies

    dan_ahrens
    dan_ahrensAnswer
    Expert ⭐️⭐️⭐️
    September 14, 2017
    Hi Raya,

    This sounds like an ideal use case for Advanced Outreaches and adding participants using a Bionic Query: https://support.gainsight.com/Product_Documentation/CoPilot_and_Automated_Email/Admin_Configuration/...

    Bionic rules and queries allow you to pull data from multiple data sets and to aggregate, pivot and transform the data along with doing complex merges (inner, outer, left and right joins are supported). Here is some more info on getting started with Bionic rules: https://support.gainsight.com/Product_Documentation/Rules_Engine/Admin_Configuration/Getting_Started...
    VP of Customer Success at Forcepoint
      jitin_mehndiratta
      jitin_mehndiratta
      Helper ⭐️⭐️⭐️
      September 15, 2017
      Hi Raya,

      Create a Bionic Rule with the following tasks:
      1) Fetch all accounts
      2) Fetch all "accounts, Entitlement contact" where role = "admin"
      3) Merge 1 and 2, retain all records from 1 on Account ID(1) = Account ID(2)
      4) Fetch all records from 3 where role = null/blank

      This will help you achieve the "does not exist"  logic in Bionic Rule.

      Regards,
      Jitin
        elizabeth_adams_c593ee
        elizabeth_adams_c593ee
        Helper ⭐️⭐️⭐️
        September 15, 2017
        Hi Jitin - I have a follow-up on this. Where do the results of the Bionic Rule go? How do you then create the power list?
        Elizabeth Panska
        dan_ahrens
        dan_ahrens
        Expert ⭐️⭐️⭐️
        September 15, 2017
        Hi Elizabeth,

        With Advanced Outreaches you can add participants via traditional powerlists, CSV, Event Framework actions and Bionic Queries. You can even mix and match sources too! So you don't need to exclusively use a power list anymore. 

        More info here: https://support.gainsight.com/Product_Documentation/CoPilot_and_Automated_Email/Admin_Configuration/...
        VP of Customer Success at Forcepoint
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