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