Hi Tim,





This is tricky case because of the way that joins work in Salesforce (SOQL).  [We implicitly join tables like CTA with Account/Customer Info but this is an Inner Join so you only get data when there is a match on both sides.]





You CAN make it work in Rules Engine using our special feature called 'Absence of Data.'  See a tutorial on it: https://support.gainsight.com/hc/en-us/articles/219043648-Identifying-an-Absence-of-Data-via-Rules


With this feature you can make the query in Rules Engine and then either 'tag' an account with no CTAs (which makes it easy to create the report) or create a table in MDA and write the data you need to create the report.  Or just skip the Report and create a CTA for an Account that doesn't have one. 





Hope this helps!





-Karl

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Hi Tim,





Another tedious workaround that you may try is - 





Step 1. Create a number field on "Customer Info" object, name it something like - "#Open CTAs"





Step 2. Create a rule on Customer Info object and load zeros to "#Open CTAs" field


Setup Rule :

Action :

Step 3. Create another rule on "Call to Action" object, load #Open CTAs count to "#Open CTAs" field (Filter this rule to fetch only open CTAs).


Setup Rule : 

Action :

Schedule these two rules in order (Step 2 Rule to run first).





Step 4 : Create a Report On "Customer Info" object and add a filter - "#Open CTAs = 0".

Thanks,


Rajesh

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Thanks Rajesh. I think I came up with a solution that was a variant of this.

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