This enables Admins to generate reports using MDA data, such as a report on the CTA Type Names that have been generated by Industry. Additionally, an Admins 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.

Prerequisites:

  • Ability to join two objects is available if the below mentioned conditions are satisfied:
    • In the data management page, the objects should have the "Joins allowed" property as true.
    • The lookup relation between the two objects can be defined only on "String" data type fields
  • Currently, we support creation of lookup relation only on the MDA objects for which joins are allowed.
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Enable Lookup on an MDA Data-Object

To enable lookup on an MDA object:

  1. Navigate to Administration > Data Management > All Objects > [Click on an existing object].
  2. Click the Edit Field icon of the field that you want to use as lookup.
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  1. Select the Enable lookup and select the object for which you would like to enable the lookup relation from the object dropdown list.

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

  1. Select the field for which you would like to create a lookup relation from the Field dropdown list.
  2. 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 the 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. You cannot have an MDA Data - Object containing lookup relation at the 3rd sub-level such as Active User cannot have a lookup relation to any other MDA Data - Object.
  • Joins can be performed only on fields of data type String.

See Also:

MDA Joins in Reporting

MDA Joins in Rules Engine