Recently Marketo announced that “is” and “is not” operators will no longer be available for float data type fields in Smart lists and triggers. You can read more about this change and the impact in this community post.
If you are currently using “is” or “is not” operator for the Float field in a filter you must change your filter to use a different operator. We recommend using either “between” operator.
This blog post will be addressing the two major pain points.
- How to get a list of all the fields with Float data type?
- How to get a list of used by assets for each of these fields?
How to get a list of all the fields with Float data type?
The Marketo UI doesn’t allow you to export a list of all the fields with the data types. You have to use API for that (as mentioned in the above blog post by Marketo as well). Not Everyone knows how to use APIs and which one should be used to extract the complete list of fields. Don’t worry, I got covered.
But before we learn how to extract the list of fields, I would suggest watching the webinar “Getting Started with Marketo Engage APIs” where Marketo Champion Corey Bayless and I (Amit Jain) did a walk-through on the basics of Marketo Engage APIs.
If you have watched the webinar, you know how to generate authentication token and basics on how to use API. With that let’s learn how to extract the complete list of fields with data type from Marketo.
Step 1: The API call
All you have to do is, use the following URL:
Update the <munchkin-id> with your instance Munchkin account id and <access-token> with the access token (I assume you have watched the video for that). Once you replace these two things, hit the updated URL in your browser, simply as you access google.com.
With that you will get a jSON body in response like below:
If you have watched the webinar recording, you know what it is and how to read the jSON. Save this output in a jSON file by adding “.json” file extension.
Step 2: Convert jSON to Excel
All you need now a way to convert this jSON to excel so that you can easily read and filter the float data type fields.
If you are using Excel on Windows you can easily import jSON to excel.
For more details, check this out.
If you are using a mac, you might not be able to import jSON too easily, you can use this tool to convert the jSON to excel.
Now since you have the excel list of all your fields with respective data types, you can easily filter out the float fields.
How to get a list of used by assets for each of these fields?
One easy way is to search the field by name in Admin -> Field Management:
The downside is, you have too many asset in the list of used by, it might take a bit longer and sometime you might not be able to see the full list.
Don’t worry, there is a way to export the used by list in excel allowing you to filter the list by asset type. For example, for this exercise, you need to check only smart lists and smart campaigns. No need to check other assets like email/webform etc.
You can export the used by list by clicking on the “Field Action” menu option and then select “Export Used By”:
With that you will get an excel like below:
You can now easily filter the list by “Used by Type” and only select Smart Lists and Smart campaigns.