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New Idea

Allow the field to field comparision in JO Evaluate & Conditional Wait Steps

Related products:CS Journey Orchestrator, Email & Notifications
  • August 14, 2024
  • 1 reply
  • 42 views

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Hi Team,

 

Currently, our JO both Old and New programs don’t allow the Field to Field comparison in the Evaluate and Conditional Wait steps either for Audience or Calculated fields; like how we allow it in the Report builder (see the 2nd Screenshot)

 

Use Case: There are accounts that regularly have a change of data in fields, let’s take CSM field as an example; on Day 1, I sent an email with CSM Name as “ABC” later if the CSM gets changed for that account to “XYZ”, then in that case I wish to send my subsequent emails to receive a different contextual email template altogether, but I can only send a different Template if I can evaluate if the CSM of that particular account is changed by comparing it with the initially loaded participant CSM value. Had I known that account CSM i can simply pass it as value in Evaluate step, but since each account have a different CSM then I can manually choose to create multiple branches.

Had I have the option to compare the current CSM field (taken from Calculated field) and check with the Participant CSM field in Evaluate by comparing on field to field basis i would be able to achieve my use case

Note: Although I can use calculated fields, but I can’t dynamically evaluate the value coming from Calculated field with Participant field

 

Existing Evaluate or Conditional Step functionality only allows to pass static values:

 

Field to Field comparison in Report builder


fyi @vmallya 

1 reply

nmills2121
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  • Contributor ⭐️⭐️
  • July 8, 2025

This is the exact scenario I am trying to solve right now!

I want to compare a participant field value with a calculated field value and I have had to do a massive time consuming work around since I need to do a less than, greater than comparison.