Example of Defining Set Master Record Rules for Parties with Custom Attributes
This topic explains how to define a survivorship rule of the type Set Master Record to select the party with a specific custom attribute as the master.
This rule identifies and returns the master record based on the following two conditions:
-
Pick master that has a specified custom attribute. In this case the custom attribute is Testfieldone_c.
-
Pick master that has the highest Party ID.
The following table provides the details of a use case for setting master record rule to select the party with a specific custom attribute as the master.
Record Number |
Party ID |
Testfieldone_c |
Master |
---|---|---|---|
Record 1 |
11 |
Test |
No |
Record 2 |
12 |
Test |
Yes |
Record 3 |
13 |
None |
No |
Record 4 |
14 |
None |
No |
In this case, there are two records with the custom attribute Testfieldone_c. Therefore, the record with highest party ID is picked as the master record.
![Define Survivorship Rules: Select Master Record page with the IF and THEN rules condition values to create the set master record rule](images/HZ_DCHC_DSRPCOA_4_20056643.png)