Ability to concatenate within a column via bionic rules
None
Currently concatenate only works with bringing together two separate columns of data with the same unique identifier. What I would like to do is concatenate the the same column from multiple rows with the same unique identifier. For instance if you have a project phase with multiple associated assets I would like to concatenate all the asset names into one column for that project phase in an email.
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In the Pivot section drag in the Name field and then click on the gear icon to get the "Pivoted conditions to evaluate" screen. You will add one line in this config for every field value in Name. For example, you would have Pivoted Field = Name, Operator "=", Value "Telephone" Aggregation "MAX" (won't actually do anything), Field is "Name" with no Default Value and then Field Label "Telephone". You would then do similar things for Internet, Television and any other values that you care about.
What you end up with is something like this
Project ID || Telephone || Internet || Television
123 || Telephone || Internet ||
345 || || Internet ||
456 || Telephone || || Television
You can then create a final Transformation task that uses the Concat function to replace the pivoted columns with one column that concatenates the string values. (You can add spaces or commas, too, but the UX is a bit tricky.)
I hope this helps!
The way I'm doing it is:
So, in your example, each record for "Telephone" becomes "Telephone // "
So, when they're concatenated together, it'll look like "Item 1 // Item 2 // ". (Not perfect, but not terrible.)
I have 7 possible options, so my setup of the Pivot field looks like this:
Are there other aggregation options that would be useful in different use cases (and with different data types)?
We want to be able to concatenate account names (which will then be a token) for Advanced Outreaches to individual emails.
My issue is that I have a variable number of account names (generally increases every day) and varying amount of email addresses. Emails can be assigned to any number of accounts, but I only want to email that person once, with a list of all accounts they're associated with. If there's an elegant solution and I'm missing it, I'd be happy to hear it, but I've spent quite a bit of time searching for one, and I don't believe there is yet. Glad to hear other people have already presented the idea.
Using a Rule to recursively concatenate values onto an existing list??
So, each time you run the Rule, if there's an Account that's not already present in the list for a certain email address, the Rule concatenates the existing list of Accounts with the new Account.
If multiple Accounts are being added to the list, the Rule may take several runs to add all the items. It just doesn't work if you need to [i]remove items from a list.
Karl, am I just repeating what you had in mind, or am I going off on a different tangent (that may or may not actually work given the devil in the details)?