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darkknight
darkknight
Expert ⭐️
March 23, 2016

JO: Add a "Preview Results" option to the Power List criteria page

  • March 23, 2016
  • 4 replies
  • 44 views
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.

      4 replies

      mike_ewing
      mike_ewing
      Contributor ⭐️⭐️
      March 23, 2016
      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.
        sundar
        sundar
        Expert ⭐️
        March 27, 2016
        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.
        heather_hansen
        heather_hansen
        VIP ⭐️⭐️⭐️⭐️⭐️
        October 26, 2016
        Agree 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.
        tanya_strauss
        tanya_strauss
        Contributor ⭐️⭐️⭐️
        April 5, 2018
        I 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?
        Director, Customer Success | Druva
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