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Rules Engine: Search for field name used in a Setup Action


Userlevel 7
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Don't know how possible this is, but figured I'd put it out there.

I love that you can filter the Rules Engine for Source Object, Action Type etc.

Is it possible to take it a step further and filter for rules that are using/referencing a specific field (Native or MDA) in a particular Setup Action type?

7 replies

Userlevel 7
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Jeff, 

This should be handled as a feature request. I am moving over into the idea category. 
Userlevel 7
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Sounds good Steve thanks.  Not sure why it was pulled in as a support ticket.
Userlevel 5
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+1 on this! Would be super helpful to search fields used in rules.
Userlevel 7
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I'd add that it would be great to not just search for a field name, but search for [i]any text used in the Action, including:
  • The names of scorecard measures that are being set by a "Set Score" action
  • Text that's typed into an Action's "Criteria"
  • The name of the action (e.g., "Set Score" vs. "Load to Customers")
  • and so on
Userlevel 6
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Any updates or traction with this? We're running into a weird error and I'd love to search the field the error message is giving us... WE NEED THIS REQUEST! 😃
Userlevel 6
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Found this as well - similar request: https://community.gainsight.com/gainsight/topics/-feature-request-allow-rules-to-be-filtered-by-spec...
Userlevel 7
Badge +2

I'd add that it would be great to not just search for a field name, but search for [i]any text used in the Action, including:

  • The names of scorecard measures that are being set by a "Set Score" action
  • Text that's typed into an Action's "Criteria"
  • The name of the action (e.g., "Set Score" vs. "Load to Customers")
  • and so on

+1 on this! It would be super helpful if we have such a feature in rules.

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