Min/Max Date fields in Rules Engine
CS Rules & Permissions
It has been brought to supports attention that when using MIN/MAX operations on a date field in a SOQL query it changes other fields to the opposite operation.
For Example: You want to view the last record of the month. You use MAX of Date and you get the following.
Show: Max of Date, (MIN of) field 1, (MIN of) field 2, (MIN of) field 3.
Is it possible to get a popup in rules engine setup screen that when selecting MIN/MAX that we display a popup that lets users know that SOQL queries behave in this way? OR Could we make it like report builder and when you select MAX/MIN then it automatically changes the affected fields to what the query is returning??
Unless you have a good understanding of each of the records returned in the set, it is very tough to spot what the query is ACTUALLY doing and usually it takes support awhile to debug. When this happens, the excel spreadsheet doesn't even show the behind the scenes operator changes.
With a pop-up, users that don't understand could at least be prompted to reach out to support before setting up a rule that likely won't be working as intended anyway.
For Example: You want to view the last record of the month. You use MAX of Date and you get the following.
Show: Max of Date, (MIN of) field 1, (MIN of) field 2, (MIN of) field 3.
Is it possible to get a popup in rules engine setup screen that when selecting MIN/MAX that we display a popup that lets users know that SOQL queries behave in this way? OR Could we make it like report builder and when you select MAX/MIN then it automatically changes the affected fields to what the query is returning??
Unless you have a good understanding of each of the records returned in the set, it is very tough to spot what the query is ACTUALLY doing and usually it takes support awhile to debug. When this happens, the excel spreadsheet doesn't even show the behind the scenes operator changes.
With a pop-up, users that don't understand could at least be prompted to reach out to support before setting up a rule that likely won't be working as intended anyway.
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https://support.gainsight.com/Product_Documentation/Rules_Engine/Admin_Configuration/Using_Calculate...
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https://support.gainsight.com/Product_Documentation/Rules_Engine/Admin_Configuration/Using_Calculate...