# Fields From Related Objects

This feature allows you to select fields from related objects to be synchronized to the Engagement object for BI reporting.

## Consider Your Options

Before using this feature, consider these simpler alternatives that may better meet your needs:

{% hint style="warning" %}
All the options described here, including the ‘Fields from Related Objects’ feature, pull down the ***current value*** from a related record, ***not necessarily the value at the time the Engagement was created***.

This is key when using these fields in reporting. For example, you might be referencing Lead/Contact fields that pertain to an ongoing sales process on an Activation that represents a previous sales process.
{% endhint %}

### Option 1: Formula Fields (Recommended for most use cases)

* Easiest to create and maintain
* Works great for displaying Lead/Contact/Opportunity data on Engagements
* See: [How do I create a formula field to get Lead/Contact data on the Engagement object?](https://help.integrousanalytics.com/v1/docs/how-do-i-create-a-formula-field-to-get-lead-contact-data-on)

### Option 2: Custom Report Types

* No new fields needed
* No Admin Console configuration needed
* More flexible for ad-hoc reporting

### Option 3: This Feature

* Best when you need these fields in pre-built Integrous BI dashboards

**Rule of thumb:** When in doubt, try to use Option 1 and 2 first.

***

## Permissions

Before you get started, ensure you have the [required permissions](https://help.integrousanalytics.com/v1/docs/admin-console#prerequisites).

***

## Configuration Steps

1. Navigate to Integrous Admin Settings > Fields from Related Objects
2. Select up to three fields each from:
3. Lead/Contact fields
4. Opportunity fields
5. Fields from other objects (via the Custom Object dropdown)
6. Click Save

***

## How It Works

Selected field values are stored on the Engagement record in these designated fields:

* Lead/Contact values → Lead/Contact Custom Field 1-3
* Opportunity values → Opportunity Custom Field 1-3
* Values from related object of your choosing → Related Object Field 1-3

***

## ❗Important Technical Notes

* **Real-time syncing:** These fields always reflect the current value on the parent record, not the value when the Engagement was created
* **Contact priority:** For Lead/Contact fields, Contact values take precedence when both are present
* **Opportunity relationship requirements:** Opportunity fields will only display values from a Primary Opportunity that is also linked as the Attribution Engagement
* **Formula fields:** You can select formula fields as source fields; however, if the formula gets its value from a related record, changes to that record will not get reflected on the Engagement
* **Field type matching:** Fields must be of compatible data types for successful synchronization
* **Impact on reports:** Changes to source field values immediately affect any reports using these fields

***

## Example Use Cases

* **Territory tracking:** Sync region/territory fields to report on attribution by geography
* **Product interest:** Pull product fields to report on engagement by product line
* **Revenue segmentation:** Include custom revenue fields for more granular attribution reporting
* **Industry analysis:** Incorporate industry fields to analyze engagement patterns by vertical


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