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To apply filters on Target Database in Rules

  • May 7, 2018
  • 5 replies
  • 76 views

prathap
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The filters present in the Action Criteria are applied only on the source data but not on the target.

For example,

If Source data have multiple records with Same account number as below -



Now if we try to update this exclude the record with value yes by using it in criteria and 
and apply the identifier on Account then the rule is updating all the records including the Field Exclude which has Yes too.

So user is requesting to post as an enhancement request where the Action criteria is applied on target too.

Best answer by jitin_mehndiratta

Hi Prathap,

The use case which you mentioned can be achieved by merging the "Source Data set with Target object" in the Bionic query and then setting up a filter to exclude the records with "exclude = Yes". 

Let me know if that helps.

Regards,
Jitin

5 replies

jahnavi
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  • Contributor ⭐️⭐️⭐️⭐️⭐️
  • May 8, 2018
This is very important for us, we have multiple rules where we could use this

jitin_mehndiratta
  • Helper ⭐️⭐️⭐️
  • Answer
  • May 17, 2018
Hi Prathap,

The use case which you mentioned can be achieved by merging the "Source Data set with Target object" in the Bionic query and then setting up a filter to exclude the records with "exclude = Yes". 

Let me know if that helps.

Regards,
Jitin

sai_ram
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  • Expert ⭐️⭐️
  • June 6, 2018
Hi Prathap, Did the above suggestion solved your issue? Please let us know if you need any help here?

jahnavi
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  • Contributor ⭐️⭐️⭐️⭐️⭐️
  • June 18, 2018
The source and target are the same data source

phani_kumar
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  • Gainsight Employee ⭐️⭐️
  • April 8, 2020

Hi Jahnavi.

If your Source and Target are the same, you have to do a self-join. Means you have to fetch all the records using one fetch and in another fetch task, fetch the records with a filter(which records you want to exclude in the Update Operation).

Now do a merge task between these two fetches using the common Identifier field. Here you have to do the Left Join and the Left object should be your First fetch.