It is possible to apply a filter to Target Subscriptions, adding a Defined Query as follows:
Only records that have mah_send_to_crm__c set to Yes or True should be exported. Sometimes records with mah_send_to_crm__c = N are also included in the export.
This might be expected behavior. CRM does not allow orphan records. Health Care Organizations (HCOs) set to N can be included in the export, if they are Parents of records which are set to Y.
Doctor X is affiliated to Hospital Z.
Doctor X has mah_send_to_crm__c = Y (should be included in the export).
Hospital Z has mah_send_to_crm__c = N (should not be included in the export).
As Doctor X cannot be an orphan record in CRM, its Parent is included in the export anyway, regardless of the filter.
Check for the presence of Health Care Providers (HCPs) with mah_send_to_crm__c = N in the Export File. As an HCP cannot be the parent of another HCP, this would prove the filter is not working properly. In that case, a Jira should be opened.
To verify if this is the case, proceed as follows:
- Login to the affected instance via FTP.
- Reach the directory containing the Export Files.
- Download the Export for HCPs.
- Check if there are records with the attribute mah_send_to_crm__c = N.
Send us your feedback: We're always looking for advice to help improve our Knowledge Base! Please let us know if this article was helpful or provide feedback on how we can improve your experience here.