Hi Community!
I would like to create a boolean that is TRUE when an item with List format in the source module A currently has an "active intersection" in another module B.
So for example, I have a list of Accounts. These accounts have a correspondent Activity related to it (specified in the module
.
I also have a published process (NUX) that updates the Accounts List. Therefore, when the User updates the list items, the dropdown in Module B changes accordingly (also published). The thing is, I don't want that process to eliminate nor change those Accounts currently belonging to an Activity. So I thought of creating this boolean that is TRUE when an Account has an "intersection" with this Activity line item in Module B (I called it "Active Account?")
Then I thought of creating a Saved View to then import to the Accounts List conditional on this boolean...
Is this approach correct? Is it possible?
The request basically is: Is it possible to retain data if currently used?
Thanks in advance! I'm new to Anaplan so appreciate your insight.