In addition, an admin can create rules based on MDA data. For example, an admin might create a rule for Account and Count of high priority cases generated over the last 7 days for specific industries.

This article describes how to enable/configure lookup relationship on an MDA Data - Object field so that users can use MDA joins efficiently.

Note:

  • Ability to join two objects (By selecting the "Enable lookup Relation" property on the field of the child object) would be available if the below mentioned conditions are satisfied:
    • The application has been enabled for AWS Redshift data store
    • Both the object's participating in lookup relations are existing in the Redshift data store. In the object listing screen, the object existing in the Redshift data store would have the "Joins allowed" property as true.
    • The lookup relation between two objects can be defined only on "String" data type fields"
  • Currently, we support creation of lookup relation only on MDA objects for which joins are allowed.

Creating a Lookup Relation on an MDA Data-Object

To create a lookup relation on an MDA object:

1. Navigate to Administration > Data Management > All Objects > [Click on an existing object].

2. Click the Pencil icon for the field that you want to use as lookup.

3. Select the Enable lookup Relation checkbox.

4. From the Subject area drop-down box, select the object for which you would like to create a lookup relation.

Note: Only objects that have the "Joins allowed" property as true are available.

5. From the Field drop-down box, select the field for which you would like to create a lookup relation.

6. Click Update.

Notes:

  • You can perform this procedure only for objects that the "Joins allowed" property as true.
  • By default, when performing a JOIN,  LEFT OUTER JOIN is performed.
  • A LEFT OUTER JOIN is performed on a base collection (the collection selected as data source).
  • You can create a lookup relation on objects up to 2 sub-levels. For example, Usage Data > Account > Active User, where Usage Data has a lookup relation on Account, and Account has a lookup relation on Active User. However, Active User cannot have a lookup relation to any other MDA Data - Object.
  • Joins can be performed only on fields of String data types.

See Also:

MDA Joins in Reporting

MDA Joins in Rules Engine