Rules & Permissions
Share your questions and best practices on Rules and Permissions for Gainsight CS here.
- 589 Posts
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Is it on the roadmap to give the option to close Success Plans/Tasks via the Rules Engine? I understand there is the option with Mass Edit. But there are times when it would be easier to have a Rule that looks for X and closes those items out. Rather than relying on an Admin to check every so often.If this is already out there, could someone provide the document? =)Thanks!
Hello Gainsight community I am attempting to create a Risk CTA for No Successful Activity in 90 days. I would like some help to see what I might be missing. If you can please provide steps on how to complete the CTA within Rules Engine.As of right now I am pulling from the Account Object .Show: Account Name, Owner Name, and Account ID.Filters: Account Status = ActiveLast Successful Activity Date >= Subtract N Days From Rule Date 90
For instance we’re looking to trigger a CTA when a usage field value crosses over the 80% threshold.Currently in our Rule, it’ll fire if the usage is over 80% (it doesn’t distinguish between something that just crossed 80% for the first time or was already over 80%) which isn’t the expected behaviour and we’re getting a lot of noise.
Today’s tutorial covers how to create URLs in the Rules Engine. A good use case for this, as I describe in the video, is if you need to tokenize links to multiple Salesforce records in the CTA comments or scorecard comments. In my example, I tokenize links to two Opportunity Products and then include those in the CTA comments. The guide for how to put these URLs together can be found via this link: https://www.w3schools.com/tags/att_a_href.asp. The instructions are to use the concatenate formula field in a transformation task, then put in the following code: <a href=” hit enter Input your URL - in my case it was https://na85.salesforce.com/ hit enter Then tokenize whatever it is you want to link to; in my case the opportunity product ID hit enter “> hit enter Type in the text you want the link to display; in my case “Link to Product” hit enter </a> hit enter and save Let me know if you have any questions!
Hello,We have a large number of rules in place and have had an issue with DCRM opportunity field dates being updated by the system that we need to troubleshoot. What would be the best way to track the audit trail back to identify which rule is making these changes so that we can try to resolve?I’ve read that some admins have had success creating reports to identify changes made by the system--can anyone share more info about how they did this? Thanks!
I am new to Gainsight but have been asked by a user.. is there anyway when a CTA is closed, that the affected/linked case in Salesforce can also be closed at the same time? the user said this would help them save time between screens/systems versus having to manually close the case in salesforce when a CTA is closed for that account as well. Thank you.
HelloWe have a set of playbooks that have a prefix of APS or ENT in the name of the playbook.I have two teams of CSMs that are called APS or ENT.I would like to limit the APS teams visibility to only see the Playbooks with a prefix of APS when creating a CTA. Is this possible?I have been testing out using data permissions and do not have any luck in limiting access to only a set of Playbooks with a specific prefix eg: APS Below screengrab shows example playbooks with prefix APS, this list is shown when creating a CTA. I’d like to restrict the playbooks in the list via data permissionsThe screengrab below shows an example of trying to restrict playbook access (using data permissions) based on a prefix in the playbook name
[i]Posting this on-behalf of one customer -[/i] If you click on the name of a customer from Cockpit OR if you search for a new customer at the top of an existing C360 page, a new browser tab opens for that specific customer. This is creating a ton of new tabs and several of their users are requesting the ability to disable the creation of new tabs every time they click on a link in Gainsight.
Are there any currently known issues with RTRs doing things like the following:triggering errantly (and failing) when a field that isn’t even part of the rule criteria is modified? triggering more than once for the same action? claiming success but the action wasn’t actually performed?I’m seeing some really weird activity.Yesterday I had two executions fail on two different Load to Salesforce RTRs for the same Account. The Log showed error “Exception during event rule execution… Failed to Query data from Query API” The Event Data showed “affectedFields OM_Assignment_Approved__gc” which is very odd because that field is not one of the trigger fields, it’s not included in any of the filters, nor is it part of any Actions. Yesterday I had a Load to Salesforce RTR fire within milliseconds of each other for the same Account. Both were successful. The EVent Data for BOTH were identical. Same affected field (Campaign_Live_Date__gc). newItem_Campaign_Live_Date__gc was set to 2022-10-25
One of the areas we want to prioritize as we build our GS User authentication mechanism is which sign on/authentication protocols to support and in which order. If you could let us know what tools or protocols you or your customers are using - let us know here.
Hi everyone - Have you ever wanted to historically report on a customer's ARR over time, only to find that it's actually really hard to find that information since there's no historical record of it? How about trying to figure out the average amount of days your customers are in a certain lifecycle stage? Or trying to figure out who all the named CSMs have been on an account over the course of a year or two? The easiest way in Gainsight to keep track of such information is by creating a snapshot table in the MDA. In this video, I explain how to set up an MDA object as well as a rule that can load to such a table. Please let me know if you have any questions in the comments below. [video]https://player.vimeo.com/video/347814865[/video]
I have a customer who has a few rules that need to run every two hours. Ideally, they'd like to have them as part of a Rule Chain and only have to schedule the rule chain to run every two hours instead of each rule individually. Is it on the road map to allow Rule Chains to be set to run through an Advanced Schedule? I can also see a use case where I have a set of rules that only needs to run on the first day of a quarter which would also require an advanced schedule.
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