To apply filters on Target Database in Rules

  • 2
  • Problem
  • Updated 3 months ago
  • In Progress
The filters present in the Action Criteria are applied only on the source data but not on the target.

For example,

If Source data have multiple records with Same account number as below -



Now if we try to update this exclude the record with value yes by using it in criteria and 
and apply the identifier on Account then the rule is updating all the records including the Field Exclude which has Yes too.


So user is requesting to post as an enhancement request where the Action criteria is applied on target too.
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Prathap, Employee

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Posted 5 months ago

  • 2
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Jahnavi, Champion

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This is very important for us, we have multiple rules where we could use this
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Jitin Mehndiratta, Product Manager

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Hi Prathap,

The use case which you mentioned can be achieved by merging the "Source Data set with Target object" in the Bionic query and then setting up a filter to exclude the records with "exclude = Yes". 

Let me know if that helps.

Regards,
Jitin
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Jahnavi, Champion

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The source and target are the same data source
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Sai Ram Pulluri, Official Rep

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Hi Prathap, Did the above suggestion solved your issue? Please let us know if you need any help here?