Primary affiliation

Administrators can create custom fields to define a primary affiliation for each record.

You can choose the type of primary field configuration to use:

  • Network Calculated - Network can help to ensure that a primary is assigned to an affiliation by automatically calculating a primary in some situations.

  • Unique Checkbox - You assign and maintain the primary affiliation; Network never recalculates the primary flag.

Primary affiliation considerations

  • A primary affiliation must be active and valid (Network Calculated only).
  • Primary affiliations can be Network-managed or user-managed.
  • Network-managed primary affiliations can be automatically defined based on a set of business rules.
  • On each record, only one affiliation can be set to primary for each Unique Checkbox and Network Calculated primary field.

Enabling this feature

  • Administrator:
    • Create and enable primary type custom fields.

User activities

The following activities are available depending on the user type:

The System and Data Admin user role combines the full capabilities of Data Stewards and Administrators.
Activity Standard User Data Steward Data Manager Administrator
Create the Primary Affiliation custom field      
Run source subscription    
Define Network Calculated primary affiliation on DCRs  
 
Define Unique Checkbox primary address on profiles
View primary affiliation on profiles
Set primary on an affiliation