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How enable all options on my MDA Object Action Types(Account lookup field missing)?

  • June 27, 2018
  • 3 replies
  • 48 views
ricardo
I ́ve created a MDA object, populate it with Bulk API and now i want to create CTAs from it using Rules Engine but i can ́t because "Only few Action types are available as Account lookup fields are not used in the task."

I edited my object to add a field with lookup enabled



But nothing changed on setup rule



And setup action keeps the same message =/



So, how can i enable all action types on my MDA object?
This article could not help me https://support.gainsight.com/Product_Documentation/Rules_Engine/Troubleshooting/Rule_Setup%3A_Unabl...

Best answer by kunal_bhat

Hi Ricardo,

The account lookup option appears for fields which have a mapping to SFDC Account ID. This is different from the "Enable Lookup" which adds a join to other MDA objects.

Here's how you would add that mapping in a field:



If you select the SFDC Mapping option you'll see a drop-down where you can select the Account Id field. The account lookup option and the extended actions should show up for you then.

Hope this helps!

Thanks,
Kunal

 
ricardo

3 replies

kunal_bhat
  • kunal_bhat
  • Helper ⭐️⭐️⭐️
  • Answer
  • June 28, 2018
Hi Ricardo,

The account lookup option appears for fields which have a mapping to SFDC Account ID. This is different from the "Enable Lookup" which adds a join to other MDA objects.

Here's how you would add that mapping in a field:



If you select the SFDC Mapping option you'll see a drop-down where you can select the Account Id field. The account lookup option and the extended actions should show up for you then.

Hope this helps!

Thanks,
Kunal

 
ricardo
dan_ahrens
ricardo
  • ricardo
  • Author
  • Contributor ⭐️⭐️
  • June 28, 2018
Thanks Kunal!!

You not just show me, but teach me, thank you!

Congratulations to all you guys answering here in community! You are doing such a great job! congrats!

When i have a doubt i ́m so confident to come here and ask you guys.

Great job, great job!!

😃
kunal_bhat
kunal_bhat
  • kunal_bhat
  • Helper ⭐️⭐️⭐️
  • June 28, 2018
Thanks for the appreciation Ricardo, glad I could help! Do feel free to keep posting out here!
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