BUP003 Target Group Creation

[Former Member]

We are using CRM 4.0sr1

I need to set up an in-house Survey for Employees (BUP003)

I can not figure out how best to go about creating a Target Group as none of the default Infosets seem to recognize BUP003 as they're not associated with an organization?

Any ideas on how to set up a Target Group for Employees?

[Former Member · Accepted solution]

You should be able to create your own infoset in SQ02 to use for your target group selection (but000 & butoid?)

[Former Member · Accepted solution]

Thanks Glenn

I was hoping for a ready-made one as I'm not very good yet at working with the tables/joining etc. But, I'll jump in there and see if I can make one work.

I awarded partial points for now and will mark as answered if I can make it work...in case someone else has a way for me to be lazy about it.

[Former Member · Accepted solution]

That did the trick - Part of my confusion was confusing BUP003 as a Relationship, not a Role

Ended up that I needed to create an Infoset using a Join with tables BUT100 and BUT000 (needed to get the BP-GUID)

Next, assign the new Infoset to a Data Source for Segment Builder. Be sure to choose just the fields you'll be using in Query and/or TGs

Then, assign the Data Source to a New Attribute List

Lastly, go to Segment Builder and find the new Attribute List and create a Filter for the Field BUT100-RLTYP (Description is BDT: Object part)

Thanks again for the nudge in the right direction Glenn. I'd forgotten how to find the right table in the first place, which was what was causing me so much trouble.