Idea: Report Query as Rule Template

Related products: None

An idea came up as I was teaching Partner Training ...





We commonly tell people that the Report Builder is a great way to develop/test that a query you're developing will work correctly with a Rule.





Why not make this a feature?  Button that says "Create a Rule based on this Report".





Would pull in:




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  • Filters

  • Conditional Logic
This one has definitely come up (is an existing idea).  Makes total sense!





https://console.getsatisfaction.com/gainsight/conversations/rules-should-run-from-reports-and-the-op...