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Stuart
Helper ⭐️⭐️
April 26, 2024
New Idea

Dynamic JO: Ability to apply global filter to Calculated Fields

Related products:CS Journey Orchestrator
  • April 26, 2024
  • 0 replies
  • 24 views

Hi folks,

 

The use case I wish to discuss is a multi-step journey for email outreach to a customer at regular cadences post-onboarding.  We deploy calculated fields to ensure the CSM the email is sent from at each step is the CSM assigned to the Relationship/Company at the time of send; as the journey is spread over months, it’s possible that territories have been reassigned since the participant entered the audience.

 

The support docs for Calculated Fields in JO advise:

 

Filters: Define filters for the query. You should define filters on the mapped participant fields in the Participant Configuration page.

Note: It is important to complete this mapping to participant fields so that the Calculated Field fetches the correct value for the participant in question. Not doing this could lead to incorrect data being queried.

 

We could have multiple calculated fields (upwards of 6) all from the same object, where the filtering is exactly the same (Object GSID = GS Company Id or GS Relationship Id).  Rather than assign these manually in each calculated field, it would be good to be able to define a filter across all calculated fields, or a specific subset of calculated fields.