Field Rules combination

Shruthi — Thu, 15 Aug 2024 14:00:36 GMT

Hello,

I have a requirement to combine various combinations in field rules such as,

1. If field data exists in one account and not in the other(s) then keep the data
2. If field data exists in both accounts then keep the data that was most recently updated

How can I combine these rules together.

Re: Field Rules combination

Pugs_Validity — Fri, 16 Aug 2024 17:32:20 GMT

Hey @Shruthi - While you can setup a Custom Scoring method to tell DemandTools to evaluate records if a field is populated, you are unable to specifically ask when that field specifically was last updated. You could also use the record overall that was most recently modified or newest/oldest created record to add more specificity to your scoring method. I would reccomend submitting a feature request if you are looking for more customization. Feel free to reach out to DemandToolsCOE@validity.com if we can assist any further with this or any other questions!

topic Re: Field Rules combination in DemandTools

Field Rules combination

Re: Field Rules combination