Rule - Create List Action
None
When I'm setting up a rule, I like to make sure the criteria is set and I'm getting all of the right people before I add an action. Even though, the rule won't do anything until it's flagged as active, I would rather not add the action to have it send an email or update records until I've confirmed the rule is functioning as it needs to. Sometimes, i need to see a few days of execution to confirm the logic. I can't save the rule without adding an action and really, the only action I want to take at this point is to create the list.
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There are a couple options that might help you. First, you can build a complete rule, but unless you schedule it or run it manually, it will never run. So you can build the rule without being concerned about it generating actions prematurely.
Secondly, you can run the rule in test mode (click Run Rule from the Setup Action page and ensure the Test Run checkbox is checked - see screen shot below) which will email you an excel document with the results of the rule without actually executing the actions. This is useful to make sure the actions logic is capturing the correct data sets.
Hope this helps!
I appreciate the quick response,
Elizabeth
I attempted to follow your instructions above and must be doing something wrong as I wasn't able to download a file from execution history that had any data that could indicate what the result set was.
Can you post a little more detail as to where this can be found or any requirements that need to be met in order to enable this?
Thanks,
Dan
I was able to test this out and it works great for getting a complete data set without having to actually create any setup actions!
Awesome trick, Sundar.