Skip to main content
New Idea

Load to Relationship - Selecting Relationship Type

Related products:None
  • August 28, 2018
  • 1 reply
  • 29 views
john_apple
jean.nairon
jessica_owens
steve_davis
+63
  • john_apple
    john_apple
  • jean.nairon
    jean.nairon
  • jessica_owens
    jessica_owens
  • steve_davis
    steve_davis
  • hitesh_sharma
  • kyle_s
    kyle_s
  • josh_vangeest
    josh_vangeest
  • colleen_fleming
    colleen_fleming
  • matthew_lind
    matthew_lind
  • manmeet_dosanjh
    manmeet_dosanjh
  • lesliediephuis
    lesliediephuis
  • heather_hansen
    heather_hansen
  • kelly
    kelly
  • willybeanes
    willybeanes
  • anna_whitehouse
    anna_whitehouse
  • spencer_engel
    spencer_engel
  • jenny_bolden
    jenny_bolden
  • victoria_egorenkova
    victoria_egorenkova
  • heather_landgraf
    heather_landgraf
  • jeremy_curry
    jeremy_curry
  • natalia_cherednikova
    natalia_cherednikova
  • jen_pakravan
    jen_pakravan
  • ana_g
  • parimala_agnihotri
  • werickson
    werickson
  • Revant_Amingad
    Revant_Amingad
  • jkwok
  • gunjanm
    gunjanm
  • andreammelde
    andreammelde
  • Jef Vanlaer
    Jef Vanlaer
  • andorfuhrer
    andorfuhrer
  • rishi
    rishi
  • tammy_c
  • jochle
  • benji89
  • Ester.Memoli
    Ester.Memoli
  • cankney
    cankney
  • jennbuff
  • CurtisValentine
    CurtisValentine
  • bradley
    bradley
  • kbolam
  • mindym
    mindym
  • kathy.guay
  • sarahmiracle
    sarahmiracle
  • zoeyk
  • owbou
  • saltamash
    saltamash
  • alizee
    alizee
  • jhawkins
  • Swetha88
  • marcos.beinder
    marcos.beinder
  • jadamo
  • eric.smith
  • simonechen
    simonechen
  • bmayden
    bmayden
  • jessicatang
    jessicatang
  • calebowen
  • ZainT
  • umur.korkut
  • mmayhall
    mmayhall
  • Josh R Gray
  • SteveGordonGainsight
  • Kaori Wakui
    Kaori Wakui
  • Tomas Trijonis
    Tomas Trijonis
  • Dinah
  • nuts
    nuts
  • Kana Kobayashi
    Kana Kobayashi
  • asanos
    asanos

pele
  • Helper ⭐️⭐️⭐️
  • 164 replies
Admittedly, something I've run into simply out of user error– sometimes in testing... sometimes not :(

When writing a rule with the Action 'Load to Relationship', the action acts as an upsert. Because the 'Relationship Type' dropdown defaults to the first type alphabetically, if you forget to select the type you're wanting to configure the action for, the action will create Relationships for all records in the dataset from 'Setup Action'.

Ex:
1. I create a dataset for relationships of Relationship Type "B"
2. In the actions, I accidentally leave the config to Load to Relationship Type "A"
3. Result: all of the records from the dataset will get newly created relationships of Type "A" when all I wanted to do was update records of Type "B"

Ideas:
1. Allow for Operation selection (Insert, Update, Upsert)– similar to other "Load to" actions. This way, if all I want to do is update fields, new relationships won't be created. 
2. Default the Relationship Type selection to blank– this way an error prompt will remind admins to make a correct selection. 

Question:
Is there an easy way to update relationships of any type without needed to create new actions for each relationship type?

Ex: I have a custom relationship field for "Relationship Status". I want to have a rule set Relationship Status to "Churn" if the Account has churned. To do so now, I have to fetch churned Accounts with "Active" Relationships, and then setup a separate Load to Relationship action for each of the relationship types. This is the same for any rule that I want to write that updates fields on relationships. 

1 reply

jitin_mehndiratta
Hi Pele,

We are doing an enhancement where the user will not be required to select the "Relationship Type" for "Load to Relationship" Action in rules engine.

Relationship Type will just be one of the fields in the field mapping section and it will be an identifier by default. So that it doesn't impact whether you are doing an update, upsert or insert. As long as Relationship Type is an identifier, it will not insert new records if any record already exists.

Let me know if that makes sense.

Regards,

Jitin


Reply


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings