Enforce Default Data Differences Selection During Setup
It would be great to make the "Default Data Differences" selection more transparent to the user during setup. It opens them up to the risk of overwriting data in mass if they are sending records from the "Ready" bucket and have left the default difference as Source and have not switched it to Destination.
-
Allison Bolduc
commented
Users unfortunately have to have records in formula buckets to set their default data differences, this should be a setting in the formula configuration. It isn't always obvious to users that the ' data source' will be assumed as the preferred data difference system, when quite often the exact opposite is true. When creating a flat file to RENXT formula for example, the default data difference favors the flat file initially by default, which can cause unwanted changes to occur within the system of record, RENXT. This causes unnecessary stress and potential data clean up for new users and this crucial setting needs to be much more obvious in the configuration.
-
Jessica Cellini
commented
Would love to see this improvement! This is creating multiple steps for me that could be remedied by this suggestion. Because the profile defaults to my data source, which can be updated by the constituent (i.e., entering their name in all lowercase), I need to set up the profile, select to leave in the ready bucket for review, run the profile once, set up the defaults and then go back into routing and allow the formula to send the ready bucket automatically.