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I'm using a custom household entity and when I try to export contacts with the related households' information the columns for the household data are empty
If I use the related OOB household it shows the data when I do an advanced find for contacts.
I've verified that all of the relationships in the custom entity have been set up the same as the OOB entity.
Why would data from the custom entity not show up in fields of the related contacts on export?
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On the Contact form there was an N:1 field pointing to the associated household. I created a workflow to populate my new N:1 field with the correct household as it is created. This solved the issue of not being able to reference Household information directly from an Advanced Find looking for Contacts.
Great, thanks Alex.
There is no OOB household - it's probably some third-party solution you have there. Could have a relationship like that..
Either way, when you have 1:N relationship, you can only see "both" sides of the relationship if you start advanced find on the "N" side (because then you can add lookup data to the columns.. otherwise you can't). Something is wrong with how you are trying to use those relationships - start with the households and see if that works out better
Yes, I've verified it works in reverse, the problem is that I have to be able to view the data from Contact > Household because of the way we pull lists for mailings.
Could you share the FetchXML with us?
I may have set this set up improperly but I created Shared Household after I saw that when trying to add columns from my custom household there was no relationship present under Record Type.
However there was a Shared Household relationship present for the OOB household. Does that make sense?
For the other two relationships, I'm guessing you have lookup fields on the household?
If that's the case, you'll likely need to run advanced find for households and display contact columns (in other words, try using that advanced find the other way around - start with the households, add contact columns)
The custom household relationship look like this:
Contact 1:N Head of Household (field)
Contact 1:N Member of Household (field)
Contact N:1 Households (called Shared Household)
Below is what the advance find result looks like when the 'Look For' is Contacts and the columns are from the 'Shared Household' relationship.
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