The extraction field type is designed to retrieve a field value from a relationship field(child objects). This field can either hold an empty value or it can store the field value from the child objects. If the child objects have varying values for the specified field, the extraction field will be empty. However, once all the child objects have the same value for that field, the extraction field will be set to that value.
Create field screen for extraction field
The parameters Name, Description and Help Text are common for all field types. Click Text Fields to see more information.
| ID# | Display Name | Description |
|---|---|---|
| 1 | Field Type | Mandatory. For extraction fields, the Field Type should be selected as 'Extraction'. |
| 2 | Relationship Field | Select the Relationship from which the field should be selected for the value extraction. |
| 3 | Field from the Relationship | select the desired field from which the extraction field retrieves its value. |
In a scenario where there is a parent RMA with multiple units on it, the extraction field can be utilized to retrieve information regarding the Service Choice on the units. If all the child units are either repair or replace, the extraction field will be populated with the corresponding value. However, if the child units have a mix of repair and replacement services, the extraction field will remain empty. This can then be used to drive a workflow that follows different pats depending on the service type.
Admin Portal: Extraction field setupCase 1: The parent Object has two units, one marked as "Repair" and the other one as "Replace". Here, the service choice of the parent object would remain empty.
Agent Portal: Showing child objects and the extraction field "Service Choice" of the parent RMA.Case 2:The parent Object has two units, both of the units marked as "Repair". Here, the service choice of the parent object would be changed to "Repair".
Agent Portal: Showing child objects and the extraction field "Service Choice" of the parent RMA.