The Rules Engine actions are backwards
CS Rules & Permissions
I've had a problem for a while now... I think when it comes to the actions in the roles engine, the whole thing is backwards.
Rather than saying what I want done and then setting criteria for that action, the engine should let me set the criteria, and then say what should be done. Whenever there are multiple actions, this inverted order would be much simpler to build and understand.
For example, when a deal closes, I have several actions that need to be triggered, and the differ based on the tier. As it stands I have totally independent actions. I'd like to be able to say, for strategic customers, do these 3 things. That would also work well for setting health scores (for strategic customers, this value means green/yellow/red, etc.) And there's no downside for single-action rules.
Rather than saying what I want done and then setting criteria for that action, the engine should let me set the criteria, and then say what should be done. Whenever there are multiple actions, this inverted order would be much simpler to build and understand.
For example, when a deal closes, I have several actions that need to be triggered, and the differ based on the tier. As it stands I have totally independent actions. I'd like to be able to say, for strategic customers, do these 3 things. That would also work well for setting health scores (for strategic customers, this value means green/yellow/red, etc.) And there's no downside for single-action rules.
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.
We are making various improvements this quarter around searching for rules, error messaging and activity tracking; and some on setting actions. We want to continue making improvements to Set Actions next quarter and will look to incorporate your suggestion. May I connect with you once we make some progress on defining these improvements?
Thanks!
thanks
Kristin
This way you can also group multiple actions together under the same criteria set, rather than have to set separate action/criteria combinations, when they all match the same criteria setting.
Also, need include similar functionality to this: https://community.gainsight.com/gainsight/topics/gainsight-dashboards-need-ability-to-add-multiple-e... I believe this would also address Kristin's not of "OR" combinations in the rules.
If I can, for example say "IF SuperRegi NA, LATAM" and have the comma-separated list function as an OR statement, that would save time and additional lines in a rule.