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Rules Engine

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Photo of Jeff Kirkpatrick
Scorecard Comments coming through with formatting data in a rule
I am creating a rule that will copy the current Scorecard Value and Scorecard Comments to a Milestone just before the customer moves into...
  • 1 me too
  • 2 replies
  • Problem
Photo of Shane McCoy
Customer field on SF Account Layout
I'm looking to get the Gainsight generated field, Revenue Band, added to the account layout page within Salesforce but I am unaware of a ...
  • 1 me too
  • 1 reply
  • Question
Photo of Neftali
Is it possible to join a custom and standard MDA objects?
Hi Everyone, I would like to join a custom object to the standard company object, so I can use the company's object fields in a report. ...
  • 1 me too
  • 1 reply
  • Question
Photo of Lila Meyer
July Release v5.16 Coming Soon!
Gainsight's v5.16 release is going out to Production orgs on July 24! The release contains a variety of enhancements, including: Cal...
  • 3 me toos
  • 0 replies
  • Announcement
Photo of Sagan Sherlin
Question (Possible Idea). When Creating a CTA via the Rules Engine, allow for @CreatedDate in Name of CTA.
We have several CTAs that are automatically created via the Rules Engine. I'd like the ability to add the Created Date of the CTA in the ...
  • 1 me too
  • 2 replies
  • Question
Photo of Kevin Ly
[Feature Request] Allow Rules to be Filtered by Specific Field Use.
Posting on behalf of a customer. It would be nice to filter rules about a certain field being used in the setup or action. It would hel...
  • 4 me toos
  • 4 replies
  • Idea
  • Under Consideration
Photo of David Lechosa
Cannot clone rule
When I click on clone rules It doesnt clone them. is there anything im doing wrong?
  • 1 me too
  • 2 replies
  • Question
  • Answered
Photo of Jeff Kirkpatrick
Rules Engine: Search for field name used in a Setup Action
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...
  • 6 me toos
  • 5 replies
  • Idea
  • Under Consideration
Photo of Tom Gerth
CTA name as identifier by default
When creating a CTA action, I find that the "Include in Identifiers" checkbox next to the CTA name field is often overlooked. What this ...
  • 7 me toos
  • 6 replies
  • Idea
Photo of Tom Gerth
URL field in MDA
Currently, when we pass a URL through a process in Gainsight such as Rules or MDA loads, the hyperlink itself gets stripped from the text...
  • 3 me toos
  • 1 reply
  • Idea
Photo of Spencer Engel
Manually Add Time to Date Fields
I've actually had this scenario come up with two different customers today oddly enough, so I figured it's worth posting: It would be nic...
  • 1 me too
  • 3 replies
  • Idea
  • Under Consideration
Photo of Christopher Sanderson
Rules Engine hierarchy- helping to visualize the different joins
I think it would be cool to change the experience for seeing joins in the Rules Engine.  Right now, especially with standard objects, the...
  • 1 me too
  • 1 reply
  • Idea
  • Under Consideration
Photo of Christopher Sanderson
Bionic Rule: New task type- Customers
With the old custom rules, it was easy to do a "null" value rule, because I could just click the slider bar at the top.  With bionic rule...
  • 1 me too
  • 1 reply
  • Idea
  • Under Consideration
Photo of Hitesh
Mechanism to have report or facility to build a report for failed rules with the reason
It will be good if there is a report which tells that how many rules have failed with the reason.
  • 4 me toos
  • 1 reply
  • Idea
  • Under Consideration
Photo of Lane H
Permissions - Rule load actions
When needing to add fields that a rule can load to, the expectation when you hit the back button after you save is that it will take you ...
  • 6 me toos
  • 1 reply
  • Idea
  • Under Consideration