9 Jul’15

BIFiltering Activity Party using Scribe Insight

Note:  This article assumes experience on Scribe Insight for Data Integration/Migration and understanding of CRM Online

Activities like Email, Letter, phone Call etc. have Attributes of type Party List that have to be set up using Activity Party entity as the source and destination.

Steps for filtering Activity Party:

Select Primary data object as Activity Party and Parent data object as ‘Activity Pointer’

The Required (Inner Join) should be checked.

step1

For details on Activity Pointer entity, kindly refer the below link:
https://msdn.microsoft.com/en-us/library/gg327870.aspx

Now in filters, we can add a condition based on Activity type Codes
E.g.: 4210 for Phone Call

Refer the below link for more information on Activity type Codes
https://msdn.microsoft.com/en-in/library/bb887791.aspx

step2

In this way we can simultaneously run packages for Activity Parties for all the Activities by filtering them.

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