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C
CRM_jw
Level 2
April 6, 2022
Respondido

Update Profile's Org Unit using Update Activity

  • April 6, 2022
  • 1 resposta
  • 1412 Visualizações

Can I update a Profile's Org Unit using the Update Data activity?

 

I have set up an acquisition landing page to collect Profiles. The business wants to collect Profiles for two different services on this landing page. The services are in different Org Units. I want to collect the Profiles as Org Unit = All (all) and then update the Org Unit to a different one. How can I do that with the Update activity? I have found this page (Updating a profile’s Organizational unit) but I want to do it within a workflow.

 

 

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Melhor resposta por _Manoj_Kumar_

Hello @crm_jw 

 

Yes, you can change/update the Organization unit with the help of the Update Data activity.

 

In the fields to update tab, Add your organization Unit Id in the source, and in the destination select the organization unit link.

 

1 Resposta

_Manoj_Kumar_
Community Advisor
_Manoj_Kumar_Community AdvisorResposta
Community Advisor
April 7, 2022

Hello @crm_jw 

 

Yes, you can change/update the Organization unit with the help of the Update Data activity.

 

In the fields to update tab, Add your organization Unit Id in the source, and in the destination select the organization unit link.

 

     Manoj     Find me on LinkedIn
    C
    CRM_jwAutor
    Level 2
    May 18, 2022

    Can you please elaborate? I built a query to pull a set of Profiles. Then I added an Update Data activity, but if I am using the targeting dimension to Identify the records, how do I configure the Update Date activity? If I type the name the org unit id into the Source, I get an error that it cannot parse the expression. Is there a different way to do this?

     

     

     

     

    A
    Amy88
    July 18, 2023

    Hi CRM_jw,

     

    I had the same issue, but can provide the solution:

     

    • Step 1: Identify your source
      • Use file upload or enrichment to set the value for your org unit ID (make sure it matches an existing org unit ID - see Administration > Users & Security > Organizational Units)

    • Step 2: Insert Update Data node
      • General Tab:
        • Operation Type = Insert or Update
      • Identification Tab:
        • Select first radio "Using reconciliation criteria"
        • Dimension to update: Organizational Unit (orgUnit)
        • Source: field set in step 1
        • Destination is id (@name)
      • Fields to Update Tab:
        • Source is field from step 1
        • Destination is id (@name)
      • Transitions Tab - this will help with testing
        • Select last radio "Add an outbound transition with the population" - if populated, the profile updated as expected
        • Select checkbox "General an outbound transition for the rejects" - if populated, it didn't work

     

    Good luck!

     

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