Group and Sort Rules
None
Would be nice to be able to group or sort rules in order to be able to quickly find them, or place the most active ones on top of the list.
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Regarding grouping and sorting, following is just an outline what the engineering team has in mind
1. Ability to filter the rules by actions. Ex: Show me rules that does Create / Close CTA or Show me rules that does Load to Customers
2. Ability to tag a rule, you could add an existing tag or create a new tag for each rule group you have in mind. Along with this the ability to filter the rules by tag.
3. Have a sort option by last modified date or recently executed date.
This is part of the roadmap item in rules engine
Jeffrey,
Tags and Folders are complementary features, when we group by tags there would be repetition of the rule that has two tags. For that matter, be it gmail or evernote they won't display grouped by tags.
Creating folders for rules is definitely a ask from the community apart from tags.
Thanks for your feedback.
Backend Rules (Score setting, etc.) and Frontend Rules (cause CTAs)
Let me know your feedback on this!!