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Data Designer - merge data of what success plan template is in use

  • 19 February 2021
  • 5 replies
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I am trying to use Data Designer to merge the Cockpit Associated Records object with our Success Plan data to display what Success Plan Template is being used for each Success Plan. When I select the Cockpit Associated Records, I’m not seeing anywhere to select what object I’d like to resolve to. Not sure if I’m missing it or if this can only be done via rules engine today. (Or if there’s an easier way to link this data that I haven’t thought of!)


5 replies

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@acote please go through this object glossary, this helps you to map and find the records. 

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@acote are you on SFDC or NXT?

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@heather_hansen NXT

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@acote @sai_ram So, I wrote an answer to this yesterday, but I got a message that it needed to be approved before it would be posted.  

Basically, I don’t think you need a data designer.  You should be able to go to Report Builder, and select the Cockpit Associated Record, and then, in the Link section right under that, select Linked Object = Cockpit Template. 

Then, you’ll see it as a Linked Object in the fields, and you can select Name from underneath it and that will be the Template name.

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@heather_hansen Yes - thank you!! I got an email of your response and was able to work through it.

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