Existence of Active Success Plan in Health Scorecard?

Hi Katerina,



I think there's 3 different approaches you could take.



Approach 1: Create a Rule that loads to JBP Scorecard if a JBP is present, and schedule it to run daily. Since Scorecards default to NA, the Scorecard will never get loaded and will remain NA for accounts with no JBP. Problem: If JBPs get deleted or set to inactive, the Scorecard won't go back to NA.



Approach 2: To avoid the problem from Approach 1, make a Rule that resets the JBP Scorecard to NA. Make a Rule Chain and add it as the first rule, and the Rule from Approach 1 as the second rule. Then Schedule that to run daily.



Approach 3: Build a rule and use the Absence of Data toggle in Rules Engine (link to documentation at bottom). Set your filters to capture your JBPs and set the JBP to 100 for when there's data, and set it to NA when there's an absence of data.



Approach number 3 is cleanest, in my opinion. Approach 2 would be a great fallback if you run into problems.



"Data is Unavailable" toggle: https://support.gainsight.com/Product_Documentation/Rules_Engine/Examples_and_Tutorials/Identifying_...