Admin: Is it possible to see what rule/data import/etc. that creates records/CTAs?

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  • Updated 2 weeks ago
Good Morning-

We're having an ongoing issue that's being worked to a resolved end state, but it gave me an idea:

Why is it not possible for an Admin/Super Admin to be able to see the creation path for objects/MDA records/CTAs/etc. in Gainsight?

i.e. We have duplicate records.  What is creating the record and when was it created?  

OR

A CTA fired erroneously.  What rule/MDA record triggered it?

This would greatly decrease debugging time and make the workflow of Gainsight infinitely more user friendly.

Thoughts?

Thanks

-Jim
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James Whitehead

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Posted 2 weeks ago

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Scotty, Champion

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We do this manually today, it would be awesome if you could track it back automatically. We add "To see the (whatever) that made this CTA, look here: <link>

We've toyed around with making a style guide for rules, as well as guidelines for rule reviews. 
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James Whitehead

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A flowchart style would be super helpful.

If a CSM says "hey, this CTA shouldn't have been assigned to me, as that account is no longer mine", have a functionality where if you're logged in as a SuperAdmin, you can see the "Creation Path" or something along those lines that shows when/how/etc. it was made.
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Faust Belarmino, Champion

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We manually create flowcharts every time we create a rule, outreach, etc. But if this was in place - it would make debugging so much easier!! Great idea :D
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Dan Ahrens, Official Rep

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Also, please do try the new Rules Advanced Search Filters (recently released) that let you search by the rule action, source object, target object and more!

https://support.gainsight.com/Product_Documentation/Rules_Engine/Admin_Configuration/Rules_Engine_Li...

In this case you can filter down to show only the rules that have CTA Creation as an action (to start with).