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New Idea

Have the ability to set advanced logic to merge criteria in Rules Engine

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zafar_essa
lilian_king
marcelo
annika_pettitt
shannon
+1
  • zafar_essa
    zafar_essa
  • lilian_king
    lilian_king
  • marcelo
    marcelo
  • annika_pettitt
    annika_pettitt
  • shannon
    shannon
  • jd_griffis
    jd_griffis

samantha_braastad
It would be ideal to be able to add advanced filter logic to merge criteria when merging two datasets in bionic rules. This would allow us to reference two fields where the identifier could be present to merge the data on. Currently, we have to perform to separate merges for each criteria and then merge the reports together a third time to create a final dataset. 

4 replies

dan_ahrens
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  • Expert ⭐️⭐️⭐️
  • 1984 replies
  • October 5, 2018
Hi Samantha, I'm trying to understand your request a little more. Are you saying for example that you have Object A that has Field AA, and Object B that has Field BA and Field BB; and you want to merge the data if AA matches BA or BB?

samantha_braastad
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  • Contributor ⭐️⭐️⭐️⭐️⭐️
  • 229 replies
  • October 5, 2018
That is correct! This would result in a line with AA and BA merged together and a line with AA and BB merged together.

dan_ahrens
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  • Expert ⭐️⭐️⭐️
  • 1984 replies
  • October 5, 2018
But do you need separate lines for BA and BB or do you want to merge (union) the BA and BB sets together (like below)?


samantha_braastad
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  • Contributor ⭐️⭐️⭐️⭐️⭐️
  • 229 replies
  • October 12, 2018
I would want separate lines for BA and BB. This would solve for when an identifier can be present in two locations on a single object.

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