Rules & Permissions
Share your questions and best practices on Rules and Permissions for Gainsight CS here.
- 615 Posts
- 2,282 Replies
I am trying to build a rule for a Scorecard measure around ‘# of admins at a Company’.Admin status is a field on the Person Record, but the Scorecard is on the Company. I am aiming to map the data in the rule where an attribute of the person record (‘admin status’ = type 1, type 2) is a count associated with the Company.In thinking through it the logic sounds like ‘Count of Person GSID meeting criteria per Company GSID = Count of Admins’ but I am struggling with how to get the data there. Right now I have the person object filtered by the Admin types I want to surface, so that only those records populate, but how can I convert them to a ‘Count of’ by Company GSID in order to create the score criteria?Any thoughts?
[Ask from Customer] To have Tool-tip/Help-text as like in Salesforce inside Gainsight instances while using it
In Sales force we have tool-tip/help-text populates in form of "i" while adding/updating any field or performing operations. For example, we are adding the sales force field in C360 at that time customer would like to see the same tool-tip/help-text value in Gainsight. Are we planning to have such mechanism in our products? [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20180326-127773-179tbbf-image_inline.png[/img] Above snapshot from my local Org. Please share your thoughts on this.
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!
Hey there.I have set up a rule that generates a CTA to the CSM whenever a customer collects their first piece of feedback on our platform. However, I think a CTA for this use-case is a little too abrasive, I wanted to set up more of an alert. Is there a roundabout way that you can trigger another kind of alert, such as an email - off the back of a rule?
We have a field at the format Rich Text. We need to use it as a filter for a Fetch Data action. However, it seems that it isn’t possible to filter from a rich text. We can’t convert that Rich Text information into a string, because we sometimes have more than the limited number of characters authorized for a string (which is 255 if my memory serves me right).Do you have any plan to add rich texts as filters or any workaround ?
Hello! I am trying to create a report (through Data Designer) that, depending on the date of the last event (pulled from salesforce object) will give a boolean answer if it was within x months or not! I have most of it all worked out but my problem is, sometimes there are multiple events under the same name - but they happened at different dates and i was just wondering if there is a way within Data Designer to always only pull the most recent incident rather? Help Always Appreciated :)
Summarizing open risk CTAs at a Company level (or anything else that has multiple records per Company to be summarized in a multi select)
If you use CTAs for managing and reporting on risk, you might get requests like this from the business:Can you add the open risks to [XYZ] report?How can I see a summary of the open risks on the account from the [company level] report? How do you report on risks using objects not sourced from Call to Action?Here’s how we accomplished this using a multi-select field! Step 0: Add your new multi-select field to Company objectOurs is called “Open Risks” Step 1: Create a custom object that will be your “flattened object”I titled mine “Flattened Object for Open Risks.” The purpose of this object is hold one record per company with each “open risk” being its own column. The dataset columns will be each of your risk types.Be sure to include a string field called “Null value.” You’ll use this later when creating the multi-select. Step 2: Create a rule to load to your flattened objectTo get data in your new custom flattened object, create a rule to fetch from Call to Action.First, fetch from the
Hi, folks! I would like to create a rule or perhaps a program that will alert CSMs when a SFDC id no longer exists due to a merge or a deletion in SFDC. As an example, I have a rule that pushes data from GS to SFDC and it only runs partially successfully because the SFDC Account IDs are not found.Any insights?
I have created a rule that checks when 2 specific CTA’s have been closed. There are 2 actions in the rule both create milestones of the same type but for different reasons. For some reason the first action works fine, it creates the timeline entry and also appears in the customer journey widget. The second action also appears to work and can be observed to work in the execution logs, however no timeline entry is created and it does not appear on the customer journey widget either. Has anyone else had this problem? Any advice would be appreciated!
I am trying to create a JO program that suggests content based on their role (CIO, Application, etc). The way in which I do this is to match their role to our contents Taxonomy Level through a calculated field.My issue lies in that not all of our roles (Security & Risk or CIO/CTO for example) match up to its corresponding Taxonomy (Security or CIO). Is there a way within the advance logic to change the outputted string if it matches a certain criteria? Something that may mimic how I would make this change if it was a coding language such as:If role == Security & Risk then role = SecurityAny help would be appreciated!
[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.
Dear fellows. I have to create a rule that has two different outcomes: First, if a CTA is Open and a certain Task has a Due Date, then a Company Field is populated with that DataTime value. This works fine!My second outcome, though would be to have that very same Company field become blank in case there’s a closed date to the CTA.I tried Case/Then and Formulas in “Transform” but I couldn’t figure it out with DateTime fields.Please help.Thank you!
I was taking a crack at building a rule using the Horizon Beta that would be adding a URL to a CTA linked object section using a transformation (concat) and upserting it to the custom object. I noticed that you can’t concatenate a GSID to a string with Horizon but you can in Bionic rules. I’m sure that I can make a work around but I was curious if anyone else was having this same issue or if there were plans to add this functionality in the future.
Hi, everyone!I am new to GainSight and I have to create a rule that populates a currency field on the Company Object with data that comes from SFDC. However, there other existing rules that populate that very same currency field. The object where the data should be fetched in SFDC is different from the one in the current active rules, so I don’t believe editing is possible.Will the new rule override the other rules? How can I approach this?Thank you!
Hi Team,It does not appear that the definition of “Default Value” on a URL field is correct in Horizon Rules. When hovering over default value (in the action step) it states: “The default value will be used if the incoming field is not present or invalid.” However I had a customer who was trying to pass URL values in this rule, and it only changed URL values to the default value when the incoming value was null. There were 2 records which came in with invalid URL’s (not null) and they were rejected completely, causing the rule to run Partially Successful. It would seem as it currently stands the definition of Default Value should be: “The default value will be used if the incoming field is not present.” (NOT Invalid). Has anyone else experienced this? Is there something I am missing?
This video shows how to post any message to Slack from Rules Engine (or JO) leveraging External Actions in Gainsight. We use 2 methods that Slack has to do this:Webhook (first half of the video) OAuth authentication (2nd half of the video)
Needing help with transforming a field within Rules Engine for a survey (office hours question for 7/20 session)
Hello! My teammate and I are working on a Write Back to Salesforce rule for a Gainsight Survey that we have built out. Off Track and On Track are values on the new “How is customer feeling?” field in Salesforce. However, the survey question in Gainsight uses a different set of values in the actual survey responses the customer will be answering when they receive the survey. We need a way to transform specific survey response values to either a string value of “On Track” or “Off Track” and we need assistance in figuring out the best way to do so.
Several Admins are reporting confirmation that Bionic rules will NO LONGER be available in “July” and we will be cutting over to Horizon Rules 100%At the surface this seems terribly aggresive and ill-advised as many issues have been reported with converting rules and basic Horizon Rule functionality in parity with Bionic Rules. Such a change with tremendous impact to Admins globally should be well communicated and accompanied by the proper enable AND option to post-pone or delay the conversion. Admins are seeking some feedback/discussion around why this decision was made and with such a hasty timeline. Please advise with urgency as this has a lot of folks VERY concerned.
Hey Everyone!I have been working on the Amazon S3 buckets recently and thought it would help someone in the community If i record a video on how to use the Gainsight managed S3 bucket (which is available for all the GS customers)Here are the short & crisp videos to use S3 in GS for the below purposes: Import data from S3 Export data to S3Hope this post will be helpful for those who are looking for a brief walk through on S3.
In the SFDC version of Gainsight, there are a few lifecycle formula fields that come standard on the customer info object. One particular useful one is called Life cycle weeks per year. This does not exist in NXT: Use case: This field takes a customer’s start date and calculates how many weeks today is from that date, but evaluates on a relative 52 week timeline vs absolute. For example: If the customer’s start date is 11/1/18 and today is 11/8/19, this field would return 1 week vs 53 weeks. This is extremely helpful for building automated lifecycle management programs, because you can add customers to programs based on lifecycle weeks vs anchoring on a renewal date or a calendar year. With this field, you can build programs to send to customers every Q1 and Q3 based on their start date vs. a renewal date or calendar date. Without this field, you have to either work off renewal date (tricky because of annual contracts and multi-year contacts and because renewal dates can change based
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at firstname.lastname@example.org and we'll help you get started from where you left.
Else, please continue with the registration below.
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.