Rules Engine: Include a free text comments field within Tasks and Actions
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When creating complicated rules, it's not uncommon to go back to it months later and ask "why did I create that logic?" Or if someone has to come behind me and trying to understand what I did.
It would really help to have a comments section in each task/action to capture more detail than can be added in the Description. Kind of like how programmers add comments to their code.
It would really help to have a comments section in each task/action to capture more detail than can be added in the Description. Kind of like how programmers add comments to their code.
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We do have Description field per Action for the same in Bionic Rules,
Also we have Description field per task beside task name,
Let me know in case of any further questions.
@Jeff - do you have a sample description that you could share or thoughts on what character count you'd anticipate needing?
Also, to add a comment whenever logic is edited/modified. Countless times I've come back to an action or a task and thought "when and why did I set the value to X" I'd say the larger the character count the better.
As I make changes to Rules, it would be EXTREMELY helpful to have comments on each Task & Action to capture what changes I made and when.
The alternative is having to keep this logged externally which is PAINFUL.
Today I had a CTA rule that was triggering to accounts that were newly added to Gainsight, and I needed to change the Action criteria to also account for Customer Info::Created Date >= Subtract 60 Days From Rule Date AND Customer Info::CSM != Null.
I wish I was able to add a note to the rule action itself to highlight what I changed and when.