Bionic rule Dataset Tasks need preview option

  • 18
  • Idea
  • Updated 9 months ago
  • Implemented
I understand (conceptually) the move from custom to bionic rules. In my attempt to embrace the change, I went to build a new, one step rule as a bionic rule, rather than a custom rule. It's going to consist of a dataset task and an action.

The number 1 issue I have with this is that I can't preview my data set. Am I returning generally the right data with the filters I have applied?

I had no idea how much I liked/appreciated/needed that simple button until just now!
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Jeffrey Coleman, Champion

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Posted 12 months ago

  • 18
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Ankit Jain, Employee

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This is a feature, keeping us busy these days. It shall make it for next release!
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Jitin Mehndiratta, Product Manager

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Jeff,

This is planned for fall release. You will be able to preview the results of each dataset task in the Bionic Rule.

Regards,
Jitin
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Manmeet Dosanjh, Champion

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That's great news! I've been having to use Custom rules to preview results and then build it out using bionic rules so this will save me some time. 
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Kate Green, Champion

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Woohooo! Thanks GS Product team for hearing our cries! 
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Johnny Burtchaell, Champion

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Nice!
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Johnny Burtchaell, Champion

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Just curious, when is the Fall release? I can't find any dates within Support.Gainsight.com
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Kate Green, Champion

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https://community.gainsight.com/gainsight/categories/gainsight_release_notes

Hey Johnny - I was able to find this in the Product News community.  November 28!
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Matthew Lind, Champion

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Hear hear! This ability to Preview would shave a lot of troubleshooting time off Bionic rule construction.

In the meantime, I did find one bit of help that's live now (and confirmed by Gainsight support). Once you run a rule (Normal or Test mode), you can use the Execution History to see the final dataset Gainsight has compiled before the rule progresses into the Rule Actions.

While it's not a preview of the intermediate datasets, this does give you a look into the final dataset you've compiled in Gainsight while you're constructing and editing Bionic Rules.

Follow this path:
  1. Open the Rules Engine
  2. Click your rule (Tip: Do not open it for editing)
  3. Click the Execution History tab
  4. Click the Rule Run
  5. Expand View Logs
  6. Find Get Link.
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Jeff Kirkpatrick, Champion

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I am logged in to the Early Access demo environment and am trying to preview a dataset task and I'm just getting the following:

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Dan Ahrens, Official Rep

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Hi Jeff, 
There might be something incorrectly configured with your environment; probably best to get support involved to dig into that error message and help out. 

Here is what it should look like (I was doing some testing earlier today with this feature):
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Jeff Kirkpatrick, Champion

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Thanks Dan. I'm in the preview environment that Gainsight (Lila) provided via email earlier today.  

I was trying the "Preview" button inside the Dataset Task (upper right corner in screenshot below).  I guess I'm looking in the wrong place? 

 

A lot has changed in GS in the last 9 months.  I have to play catch up!
(Edited)
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Jitin Mehndiratta, Product Manager

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Hi Jeff,

Preview option on the upper right corner of the dataset tasks will be available only for fetch tasks from 28th Nov onwards along with the fall release. While this option will be available only for the fetch tasks, there is preview and download option available on the execution history as well.

Regards,
Jitin
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Sai Ram Pulluri, Official Rep

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Hi , Happy to inform you that this is implemented and shipped in Fall release on 28th November, 2017. Thanks for posting! Your feedback matters, please continue posting!
You can find more details here
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Manmeet Dosanjh, Champion

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Thanks! The new preview option is a great feature, has already saved me lots of time while testing out rules I am building. 
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Sai Ram Pulluri, Official Rep

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Sounds great! that you started using it .
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Kate Green, Champion

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This has seriously changed my life! Thanks again.