In the August release, we now don't require Account ID to be in the show section of rules. My suggestion is to add some form of messaging or help text reminding users what this means. For example, the system allows you to proceed to the action but then only allows Load to SFDC or MDA. Some soft of disclaimer saying [i]why[i] and [i]how to fix if you want to create a CTA, set score, etc. would be helpful.
I've seen this come up as a question for people who are used to the old rules engine that wouldn't let you proceed, which almost acted as a reminder. It would also help new users to Gainsight understand the how/why in rules.
Add Help Text When Not Including Account ID in Rule
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We can have a help text in action scree near the drop to explain why they see only two actions.
Thanks for the suggestion. We are working on enhancing the usability of Rules Engine , which includes adding help text and information at many places.
This can surely be one. I will keep you updated on the same.
Thanks,
Jitin