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06/05/2024 09:26 AM
Hi Team,
We are trying to create update account tasks for users that have their customproperty4 marked as primary at accounts level
however , when the rule triggers we see that the tasks are created for the privileged accounts as well which is not anticipatory
please specify if we can create pending tasks for the primary accounts only and below is the rule we are leveraging to generate pending tasks for users
((a.customproperty32 is not null AND ##a.customproperty32 isupdated##) OR (a.title is not null AND ##a.title isupdated##) OR (a.country is not null AND ##a.country isupdated##) OR (a.locationdesc is not null AND ##a.locationdesc isupdated##) OR (a.street is not null AND ##a.street isupdated##) OR (a.departmentname is not null AND ##a.departmentname isupdated##) OR (a.customproperty33 is not null AND ##a.customproperty33 isupdated##) OR (a.customproperty17 is not null AND ##a.customproperty17 isupdated##) OR (a.state is not null AND ##a.state isupdated##) OR (a.employeeid is not null AND ##a.employeeid isupdated##) OR (a.manager is not null AND ##a.manager isupdated##) OR (a.leaveStatus is not null AND ##a.leaveStatus isupdated##) OR (a.customproperty16 is not null AND ##a.customproperty16 isupdated##) OR (a.locationnumber is not null AND ##a.locationnumber isupdated##) OR (a.customproperty27 is not null AND ##a.customproperty27 isupdated##) OR (a.customproperty12 is not null AND ##a.customproperty12 isupdated##) OR (a.city is not null AND ##a.city isupdated##) OR (a.customproperty13 is not null AND ##a.customproperty13 isupdated##)) AND a.id in (select distinct cus.userkey from User_accounts cus,Accounts cac where cac.id=cus.accountkey and cac.customproperty60= 'Primary' and cac.endpointkey=9)
Thanks
Abdul Gaffar
06/05/2024 12:54 PM - edited 06/05/2024 12:55 PM
Under endpoint select primary account type as primary account
06/10/2024 08:45 AM
Hi @rushikeshvartak ,
I have reconciled the accounts as type "Primary " and amended the rule with condition as cac.accounttype= 'Primary'
However , the rule is still creating pending tasks for privileged accounts
thanks & regards
Abdul Gaffar
06/10/2024 10:42 AM
Did you update endpoint configuration ?
06/10/2024 10:47 AM
Hi @rushikeshvartak ,
No I have not can you specify what shall be updated in the endpoint level
Thanks
Abdul Gaffar
06/10/2024 10:50 AM
Under endpoint select primary account type as primary account
06/10/2024 10:59 AM
I did add that , it still didnt help
the rule still creates pending tasks for privileged account
Thanks
Abdul Gaffar