Move Subscription Profiles into Geo and Org Unit

Hi,

These fields are hidden by default. To be able to update these fields, you need to make them available from the custom resources. When extending the profile resource, you can check the Add access authorization management fields option. Then publish the extension.

Resource extension is described here: Step 2: Configure the resource data structure  (step 6 is about this option).

Hope this helps,

Florent

Florent,

I already had Geo and Org available from those steps.  How can I write via a workflow to update those fields(Geo and Org) with a value?

Unfortunately there is no very easy way to do it.

Once the geo and org units are available, you can import a file containing the geo and/or org unit value for each profile, reconcile these profiles with the database so that they are well identified, and then perform the update by matching the value of the geo/org unit field to the one from the file.

For example:

1. In the Load file activity, additional columns should be defined in the Column Definition tab to include the Org and Geo unit fields in the data transition. Default values of the Org and Geo unit for the data to be imported, can be set under column properties. 
2. An enrichment (using the Reconciliation activity) is then performed to identify the right Org/Geo unit from the orgUnit or geoUnit schemas. 
3. In the final update activity, update the orgUnit link with the Org unit field defined in the File loading activity.

Let me know how it goes,

Florent.

Florent,

Could you please include screenshots of the update activity?  I am having difficulties getting it to work.

John