Ability to clone relationship rules to other relationships

  • 4
  • Idea
  • Updated 12 months ago
  • Under Consideration
We have relationships that have similar criteria for scorecard metrics but may have slightly different thresholds that are needed based on the type of customer that often has that product. Right now, you can not clone a relationship bionic rule and apply it to a different relationship. This would be a huge time saver for us as each rule has multiple data sets, mergers, and transformations that need to be recreated each time. 
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Samantha Braastad, Champion

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Posted 12 months ago

  • 4
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Dan Ahrens, Official Rep

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Hi Samantha. I always love reading about users who have built bionic rules with "multiple data sets, mergers, and transformations"! :) Thanks for putting these new features to good use. 

A quick question with regard to your clone request. If you were to close the rule, would the second rule use the same source data object in the "fetch" task or would you start with a slightly different source data object to then transform and merge off of?
(Edited)
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Samantha Braastad, Champion

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We would be using the same data sources with the exception of pulling in the accounts with the relationship given that we would be changing that.