In order to access this new entity in your Segments you'll need to configure an association to it from the Bookings entity. Based on the screen shot it looks like this has been done for the Segments and Passenger entities on your system.
Could you please explain a bit further what you are trying to achieve and what is not working? I'm not sure I'm following the issue as you've described it.
I see you have a Bookings entity and it has two associations that are displayed in the tree. Are the fields for these entities (Segments and Passengers) displayed when the entity name is selected? Or are you trying to add a third entity that is a sibling to Segments and Passengers and having an issue with that?
If you could illustrate what you are expecting that would be helpful.
Posted: 2 months ago
Updated: 2 months ago
Posted: 2 Feb 2021 5:20 EST Updated: 3 Feb 2021 3:57 EST
sorry, I think that I've explained myself very badly. I'll tell you what I have and what I want to achieve.
I created a new data Class rule named "AE-MKT-Data-Surveys" which is linked to a table from the data model (bbdd) and it contains the following list of properties or data fields: CampaignName, Version, Active, CreateOn, CustomerID, SegmentID, DeadlineDays, and JwtData.
I want to be able to use the data fields of the "AE-MKT-Data-Surveys" Entity in a Segment Rule when I use the "Add Criteria" functionality to filter the Customers (CustomerID) of a Campaign Audience.
Right now in a Segment Rule I can only use the data fields of the Entities: Customer, History, Bookings, Segments and Passengers, (view the attached image "list of data fields displayed in AddCriteria functionality") because they are the entities listed in the pop-up of the "Add Criteria" functionality.
The "AE-MKT-Data-Surveys" Entity can be related to the Customer Entity by the "CustomerID" data field.
The "AE-MKT-Data-Surveys" Entity can be related to the Bookings Entity by the "CustomerID" data field.
And also, the "AE-MKT-Data-Surveys" Entity can be related to the Segments Entity by the "SegmentID" data field.
So my question is: which Rule do I need to create in order to display the "AE-MKT-Data-Surveys" Entity and its data fields in the list displayed in the pop-up of the "Add Criteria" functionality?
you can check what I want to get in the attached image "I want to achieve".
Thank you for providing more information and screen shots. Based on the 'I want to achieve' screen shot, I think you should follow the same pattern used to configure the Bookings association and the user guide information I provided above. In one of the screen shots you provided earlier it looks like the association rule for the Surveys data has a different applies to class.
Also, please be aware that in order for the data fields to be displayed for selection each property should have an entry on the External Mapping tab of the class definition.
If after reviewing the configuration of the association rule and adding the external mapping configuration you are still not seeing the Survey entity, please reach out to Pega support.