When I am building criteria for a Rule in the Rules Engine, the Preview Results is a very handy tool to help me determine if my criteria is on point or not.
This is sorely need for Power Lists in Co-Pilot. I currently have to Save and Refresh, then go back out to the main Power List screen to see if I have captured any results...OR wait for the email to arrive in my inbox.
JO: Add a "Preview Results" option to the Power List criteria page
+5Jeff Kirkpatrick
Would also love to be able to just Save a Power List. There are many times I don't need it to actually run, just want to save my criteria.
I understand bringing up a preview is desired, but that involves two queries to SFDC and will not be exactly be responsive when triggered from UI. We are considering it in out next redesign.
Mike - Got your point.
Mike - Got your point.
+14Agree with Jeff. I try to build what I'm looking for in Reports first, and then, build it in Copilot, but then, I have to wait and see if I got it right. This takes a really long time when I have to continue to make tweaks and wait for the response.
+1I have another client who would like the ability to preview a power list before running an AO. They don't feel comfortable just letting it run without a rough idea of who is getting it - at least with the current list at the moment the AO is being generated.
Is this feature on the horizon?
Is this feature on the horizon?
Director, Customer Success | Druva
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