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JO - Participants from Relationship Timeline

  • April 5, 2024
  • 1 reply
  • 11 views

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Hi - I’m building a program for a post project CSAT.  Our Relationships are configured as Projects. When testing the list of participants, I’m finding that it’s pulling back all Projects where the person I want to send the survey to is associated.  How can i only send to people on the specific Project where I’m adding the activity?  

 

Thanks!

1 reply

matthew_lind
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  • 651 replies
  • April 9, 2024

While I can’t diagnose with certainty based on the information here, I would start with any Merge tasks in your dataset. You may want an INNER join rather than an FULL OUTER join.

INNER join connects and sends through only records where both criteria are met. For example, a specific Person on a specific Project.

FULL OUTER join connects and sends through records regardless ofif both criteria are met. For example, all of the People on all of the Projects.


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