Populate the Type field in relationship tables using the fix script

Leverage the fix script to add and manage the Type field in relationship tables. This script simplifies data mapping and enhances record consistency across the base system.

Before you begin

Role required: admin

About this task

Starting with the Yokohama release, a new optional Type field is added to the account team member [sn_customerservice_team_member] table, which previously included the fields Account, User, and Responsibility. This fix script applies to all relationship tables in the base system.

The Type field references the related party configuration [sn_customerservice_related_party_configuration]​ table, a metadata table that enables administrators to define a Type Configuration for each responsibility. This field enables administrators to assign meaningful business names to responsibilities, reducing duplication. By internally referencing the same responsibility, the Type field simplifies data management and improves record consistency.

You can use the following procedure to populate the Type field using the fix script.

Procedure

1. Identify distinct Responsibility values in the relationship table that you want to update.
2. Create corresponding Type Configuration records in the related party configuration [sn_customerservice_related_party_configuration]​ table.
3. Run the following fix script to populate the Type field.

   fixRelatedPartyTypeField(String tableName, String appliesTo, String entityType, String typeField, String responsibilityField)
   /**
   	 * Fixes the related party type field in the specified table.
   	 *
   	 * @param tableName  The name of the table to update.
   	 * @param appliesTo  The value for the applies_to field.
   	 * @param entityType The value for the entity_type field.
   	 * @param typeField  The name of the type field to update. If null, defaults to FIELD_TYPE.
   	 * @param responsibilityField The name of the responsibility field to update. If null, defaults to FIELD_RESPONSIBILITY.
   	 */

Result

The fix script:

• Automatically populates the Type field for matching records in the selected relationship table.
• Maps existing responsibilities to their corresponding Type Configuration records.
• Processes updates in batches for optimized performance.
• Logs updates for reference.

Note:

For large record volumes, run the fix script during system downtime to avoid performance impacts.

You can manually populate the Type field by navigating to the related party configuration [sn_customerservice_related_party_configuration]​ table and creating Type Configuration records for each distinct responsibility.

Example

Suppose that you want that to populate the Type field in the account team member [sn_customerservice_team_member] table, where the table uses the following responsibilities:

• Account Manager 1
• Account Manager 2
• Account Manager 3

1. Navigate to the related party configuration [sn_customerservice_related_party_configuration]​ table.
2. Create three Type Configuration records, one for each responsibility.
3. Run the fix script that automatically:
   • Maps each responsibility to its corresponding Type.
   • Populates the Type field for all records in the account team member [sn_customerservice_team_member] table.