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prathap
prathap
Contributor ⭐️⭐️
May 7, 2018
Solved

To apply filters on Target Database in Rules

  • May 7, 2018
  • 5 replies
  • 99 views
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
    jahnavi
    Contributor ⭐️⭐️⭐️⭐️⭐️
    May 8, 2018
    This is very important for us, we have multiple rules where we could use this
    jitin_mehndiratta
    jitin_mehndirattaAnswer
    Helper ⭐️⭐️⭐️
    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
      sai_ram
      Expert ⭐️⭐️
      June 6, 2018
      Hi Prathap, Did the above suggestion solved your issue? Please let us know if you need any help here?
      jahnavi
      jahnavi
      Contributor ⭐️⭐️⭐️⭐️⭐️
      June 18, 2018
      The source and target are the same data source
      phani_kumar
      phani_kumar
      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.

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