Update of Records through Data feed
I am running a DF to update Task Management Application records . The key of the DF is Manual record permission field Assigned to from Task . I am matching this RP field with Userid from Contacts Application . So basically my requirement is whenever there will be a match bw RP field and userid field in contacts Task should update . The userID we are keeping this in a Text field .
To run the DF I made a Report based on relationship between Task & Contacts records , but for somewhat reason the DF gives warning for the userid by saying that the value in the field cant be converted . To me it seems that RP field is not able to do the match with userid from Text field . SO what should be done in this case to do a match ?
Please advise , and thanks for support !
Amit, when you say user id. Is that the id of the user or the username?
For example, user John Doe has a username of JDoe but a user id of 5. So, if the text field has value of 5 Archer should match it to the record permission field.
The Text field has value JDoe which we get through LDAP from AD. But when I match "JDoe " with RP field as a key value match it gives error . so what should be done here so that "JDoe " match with RP field in another application . Also "JDoe " I am fetching from Contacts application , as this is stored there .
Are you populating the RSA Archer User Account in the Contacts application? If so, then you can use a calculated numeric field with this calculation: [RSA Archer User Account] which would return the user [database] id. Then you should be able to run the data feed with the fields matching.
Thanks for your reply . Basically I will be using the UserName from contacts to match with RP field in another Application A. If there is a match , then Application A records should update .
So as per your comment , I can try this approach , to take the user IDS as numeric value from Contacts and match this with RP field in Application A . I will check and get back to you . Thanks.