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Allowing Rich Text Fields in the Filters in Rules Engine, JO Query Builder

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  • November 17, 2020
  • 3 replies
  • 134 views
alex_legay
anna-whitehouse
  • alex_legay
    alex_legay
  • anna-whitehouse
    anna-whitehouse

krishna_reddy_k

I do not know wny are we not allowing Rich Text fields in Filter conditions in Rules Engine, JO Query Builder, Data Designer features.

 

I think this is required to achieve the below sample use-cases:

Use-case 1:

We are sending a NPS Survey to Customers. If we receive any comments, we would like to create CTA. If not, we would like to automate “Thank you” email using JO.

 

Use-case 2:

We are trying to push the Scorecard Comments from Scorecard to another place in salesforce. We would like to retain most recent comments. If anyone removed comments, we should not push NULL to Salesforce.

 

In these cases, it will be helpful. alternatively we can build an extra MDA Object(As we are als onot allowing to create new fields in NPS Survey Responses Object) but it requires another extra rule to push the data from original object. This will become a complex process for these simple use-cases.

3 replies

sai_ram
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  • Expert ⭐️⭐️
  • 3727 replies
  • November 18, 2020

@krishna_reddy_k thanks for sharing your thoughts here! 

I suspect there might be technical limitations because it is the same behaviour across the product( Rules Engine, JO Query Builder, Data Designer features). 

I am also sharing this with the product team to know more about this. 


sai_ram
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  • Expert ⭐️⭐️
  • 3727 replies
  • November 18, 2020

Before this hit the product team I want to see how many customers are interested in this functionality. 

@All, I would request all the customers to leave your vote or add +1 in the comments. 

 


john_apple
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  • Expert ⭐️
  • 468 replies
  • November 19, 2020

If you use a transformation task, you can filter on the rich-text field (equals Null/not Null). A little trickier in JO since you would need a Calculated Field and Conditional Wait -- I would probably have a CTA created via Rules instead of JO but that’s a preference.


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