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ricardo
ricardo
Contributor ⭐️⭐️
June 27, 2018
Solved

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

  • June 27, 2018
  • 3 replies
  • 86 views
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

     

    3 replies

    kunal_bhat
    kunal_bhatAnswer
    Helper ⭐️⭐️⭐️
    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
      ricardoAuthor
      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
        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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