topic Re: Field rule for checkbox values in DemandTools

Field rule for checkbox values

jkolterman — Mon, 21 Aug 2023 20:14:58 GMT

For mege/delete using DVT, I'd like a given checkbox field to get marked as "YES" / "TRUE," if any of the candidate records for that merge are marked as "YES" or "TRUE."

How would I craft field rule to accomplish this?

Re: Field rule for checkbox values

MikePLexia — Tue, 22 Aug 2023 15:59:14 GMT

Hello @jkolterman! When you say Yes or True, are you talking about the Winner records? If yes, one idea you can do is create a field in your Org called Winner Record or Master Record, etc. then export the Winner IDs from DTV before you merge records. Afterward, use an Import job to fill in that checkbox as True. I hope I understood your post correctly and that this helps! Cheers.

Re: Field rule for checkbox values

AnthonyValidity — Tue, 22 Aug 2023 16:18:15 GMT

Hi @jkolterman ,

I think you're asking for a Field Rule override whee if any of the records, including the winning record, is marked as true then the winning value will be true.

This can be accomplished with Field Rules and you would use the Combine Field Value option for that particular field.

Here's our article on Field Rules: https://knowledge.validity.com/hc/en-us/articles/16452970878875-Field-Rules

Combine Field option only works with:

Multi-select pick lists - will keep the values from all records in the merged group
Text area fields - will keep the values from all records in the merged group
Boolean Fields (true/false) - true always wins (T + T = T , T + F = T, F + F = F)

Hope this helps!

Re: Field rule for checkbox values

jkolterman — Wed, 23 Aug 2023 18:58:35 GMT

Perfect, thanks Anthony!

Re: Field rule for checkbox values

jkolterman — Thu, 14 Sep 2023 14:59:02 GMT

Hi Anthony,

I just got around to testing this out in my sandbox for boolean data, and I'm seeing the behaviour you described for "combine field value" rule.

Re: Field rule for checkbox values

jkolterman — Thu, 14 Sep 2023 14:59:50 GMT

Meant to say "I'm NOT seeing the behavour you described

Re: Field rule for checkbox values

AnthonyValidity — Thu, 14 Sep 2023 15:20:08 GMT

Hi @jkolterman ,

If the below behavior is not working when using a field rule, lets get a ticket open with Support.

Boolean Fields (true/false) - true always wins (T + T = T , T + F = T, F + F = F)

You can use this form to submit a new support ticket.

Regards,