Update values from OLS to newly created field | Community
Skip to main content
M
MyMarketoUser
Level 2
June 27, 2022
Solved

Update values from OLS to newly created field

  • June 27, 2022
  • 2 replies
  • 1836 views
A new field is created with the exact same picklist values as the previous one. 
 
This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.
Best answer by Darshil_Shah1

You can use the Person is created trigger, with the following filter conditions - 

  1. Original Lead Source is Empty
  2. Lead Source Most Recent is not Empty
  3. Original Lead Source is not Empty
  4. Lead Source Most Recent is Empty

Filter Logic - (1 and 2) or (3 and 4)

In the flow, you'd want to pull 2 Change Data Value flow steps - 

 

Campaign Flow - 

Flow Step 1

Change Data Value - Choice Step 1

if Lead Source Most Recent is not empty, update Original Lead Source = {{lead.Lead Source Most Recent}}

Default Choice - Do nothing.

 

Flow Step 2

Change Data Value - Choice Step 1

if Original Lead Source is not empty, update Lead Source Most Recent = {{lead.Original Lead Source}}

Default Choice - Do nothing.

 

The SL of the campaign will only allow new people created having data in only one of the field, i.e., people with data in both the fields or no data in either fields will be filtered out by the campaign SL.

 

Before activating a data management trigger campaign, in most cases it is recommended to run a batch campaign to process/append data to the existing people, this is done via one time batch campaign.

 

Let us know if you have any questions.

2 replies

Edward_Rumsey
Edward_Rumsey
Level 2
June 27, 2022

Hi,

I'll need more information to answer properly as your description is a bit confusing, what are you expecting in the smart list as filters and what in the flow? Did you want this to run once, or every time someone meets these criteria? Assuming it's the latter, try the 'data value changes' trigger and select your field and 'new value' as a constraint.

Let me know if that doesn't help.

Best,Edward Rumsey
M
MyMarketoUserAuthor
Level 2
June 27, 2022

it should run every time

Darshil_Shah1
Community Advisor and Adobe Champion
Darshil_Shah1Community Advisor and Adobe ChampionAccepted solution
Community Advisor and Adobe Champion
June 27, 2022

You can use the Person is created trigger, with the following filter conditions - 

  1. Original Lead Source is Empty
  2. Lead Source Most Recent is not Empty
  3. Original Lead Source is not Empty
  4. Lead Source Most Recent is Empty

Filter Logic - (1 and 2) or (3 and 4)

In the flow, you'd want to pull 2 Change Data Value flow steps - 

 

Campaign Flow - 

Flow Step 1

Change Data Value - Choice Step 1

if Lead Source Most Recent is not empty, update Original Lead Source = {{lead.Lead Source Most Recent}}

Default Choice - Do nothing.

 

Flow Step 2

Change Data Value - Choice Step 1

if Original Lead Source is not empty, update Lead Source Most Recent = {{lead.Original Lead Source}}

Default Choice - Do nothing.

 

The SL of the campaign will only allow new people created having data in only one of the field, i.e., people with data in both the fields or no data in either fields will be filtered out by the campaign SL.

 

Before activating a data management trigger campaign, in most cases it is recommended to run a batch campaign to process/append data to the existing people, this is done via one time batch campaign.

 

Let us know if you have any questions.

    Terms & ConditionsAccessibility statement

    Loading footer...