4323 b6tog9 inline large

Rules Engine

Conversations

Recent Conversations
Conversations 1 - 15 of 656
Photo of Anirudh Allika
Date Diff function enhancement in Rules Engine
Currently in Date Diff function we can substract between two date values fields, can we also add rule date in list of available values. ...
  • 8 me toos
  • 4 replies
  • Idea
  • Under Consideration
Photo of Scotty
"Smart Tasks" for rules
It would be nice if I could make reusable objects for my rules. I find myself creating the same tasks and task combinations, it would spe...
  • 1 me too
  • 0 replies
  • Idea
Photo of Jeff Kirkpatrick
Rules Engine: Include Action Names in Execution History
It would be helpful if the Execution History contained the names of the Actions.  When you have multiple actions, it's sometimes hard to ...
  • 2 me toos
  • 1 reply
  • Idea
Photo of Jeff Kirkpatrick
Rules Engine: Extend expiration of Rule task processing files to at least 30 days
When I want to go back and look at the records pulled by a rule, if it's more than 7 days I get an error:   Unable to fetch the file as t...
  • 3 me toos
  • 3 replies
  • Idea
Photo of Christine Chapa
formula in activity field for gainsight user id
Is it possible to create a custom formula field on an Activity record that will populate with the Gainsight user name? My goal is to have...
  • 1 me too
  • 0 replies
  • Question
Photo of Tom Gerth
Show records in successful rule results files
When a scheduled bionic rule runs successfully, the rule results .csv shows the number of records successfully passed, but does not show ...
  • 4 me toos
  • 4 replies
  • Idea
Photo of Irit Eizips
C360: Creating multiple PDF exports
One of our CSM who handles hundreds of smaller accounts would like to be able to print multiple PDF files of the C360 view for all of the...
  • 8 me toos
  • 6 replies
  • Idea
  • Under Consideration
Photo of Olavo Zapata
Sync Salesforce Event to Timeline (From Salesforce to Gainsight)
HelloI have seen many posts talking about Sync between GS -> Salesforce (Events), but I would like to know if it has something that does ...
  • 2 me toos
  • 0 replies
  • Question
Photo of Diana Luo
Owner Field not populating in CTA creation
Hello, I am trying to create a rule by merging the GS Relationship and Timeline. I've pulled in the CSM ID, CSM Name, and Author ID field...
  • 1 me too
  • 3 replies
  • Question
  • In Progress
Photo of Martina Mlynska
Ability to apply "Once in a Lifetime" fitler to a rule
Now, you can apply the Once in a Lifetime only for a given Action in the Rule. It would be really helpful if it could be also applied for...
  • 3 me toos
  • 1 reply
  • Idea
Photo of Lane H
Updating Show Fields in a Merge
There have been a few times when creating bionic rules that we miss something in the first pass of a merge. But when we try to add it, we...
  • 1 me too
  • 1 reply
  • Question
  • Answered
Photo of Seth
DateDiff should be able to be negative
I'm using the new DateDiff function in a Formula Field for the first time. I expected that, if the DateDiff's "start date" was earlier t...
  • 6 me toos
  • 6 replies
  • Idea
  • Under Consideration
Photo of Michael Sweeney
Ability to sort the Rules Engine/Rules Manager by date
I have been speaking with a customer who would find it very helpful to sort the Rules Engine/Rules Manager by date. He would like to be a...
  • 2 me toos
  • 2 replies
  • Idea
  • Planned
Photo of Jeff Kirkpatrick
Rules Engine: Make Advanced Scheduler more user friendly
Having the ability to schedule rules to run more frequently is awesome.  Love that ability. It would be great, though, for this to be mo...
  • 4 me toos
  • 2 replies
  • Idea
Photo of Lane H
When Cloning Rules Maintain the Active State
When cloning rules, I would like the cloned rule to maintain the state of the rule being cloned. I feel there are extra unnecessary steps...
  • 2 me toos
  • 3 replies
  • Idea
  • Under Consideration