I have a datalist that I am adding to a Section and I have an Action that I need an Attribute for the Section Field from the datalist to perform. However, adding the attribute, which may have any, causes multiple lines to show in my data list

Pamela Hassler
Pamela Hassler
Ninth Anniversary Name Dropper Participant Facilitator 1
in Blackbaud CRM™ General Discussions

First, the datalist is a Revenue Data List. I want the Action “Add Step to Plan” which needs the Prospect Plan ID to be in the results. Each of our Prospects only have one Active Plan but they may have many Historical Plans. My datalist is showing one Revenue transaction multiple times, one for each plan. Is there a way around this or do I have to switch to a Listbuilder or something else? TIA

Comments

  • Rick Root
    Rick Root
    Tenth Anniversary Kudos 2 Name Dropper Participant

    @Pamela Hassler I assume this is a custom data list that you're building with an xml spec using the SDK?

    If so that's just going to be an adjustment to your SQL probably.

  • Pamela Hassler
    Pamela Hassler
    Ninth Anniversary Name Dropper Participant Facilitator 1

    @Rick Root
    This is a custom datalist using the design mode to mange the actions.I have no special sql or sdk

  • Rick Root
    Rick Root
    Tenth Anniversary Kudos 2 Name Dropper Participant

    @Pamela Hassler Okay, so you built an ad hoc query and turned it into a data list. Got it.

    Sounds like you need to add criteria to your original query to exclude historical plans. If each prospect truly has only one active plan, then that should prevent it from returning duplicate rows.

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