Relationship Mapping in DX Filter Exports

Overview

This article explains how Data Exchange (DX) handles relationship mapping when exporting filtered items, including why relationships may not be detected in complex filters.

1. When Does DX Export Relationships?

✔ DX will only export relationships between two items if BOTH items are included in the export.
✔ Filter mode follows the same logic as location mode—relationships can only be detected if all linked items are present.

2. Why Do Simple Filters Work but Complex Filters Fail to Map Relationships?

✔ Simple filters (e.g., filtering by tag) can work because they include all related items.
✔ More complex filters (e.g., multiple rules or conditions) may exclude related items, breaking the relationship mapping.

3. How to Ensure Relationships Are Mapped in DX Exports?

✅ Ensure that all related items are included in the filter export.
✅ Use a simpler filter that captures entire requirement sets instead of partial selections.
✅ Manually check that all relationship-linked items appear in the filtered dataset.
✅ If necessary, export in location mode instead of filter mode to retain relationships.

4. Conclusion

• DX will not export relationships unless both related items are present in the export.

• Complex filters may unintentionally exclude related items, preventing relationship mapping.

• Using simpler filters or exporting based on location can improve relationship retention.