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james_whitehead
james_whitehead
Contributor ⭐️⭐️⭐️⭐️⭐️
July 3, 2018

Admin: Is it possible to see what rule/data import/etc. that creates records/CTAs?

  • July 3, 2018
  • 4 replies
  • 46 views
Good Morning-

We're having an ongoing issue that's being worked to a resolved end state, but it gave me an idea:

Why is it not possible for an Admin/Super Admin to be able to see the creation path for objects/MDA records/CTAs/etc. in Gainsight?

i.e. We have duplicate records.  What is creating the record and when was it created?  

OR

A CTA fired erroneously.  What rule/MDA record triggered it?

This would greatly decrease debugging time and make the workflow of Gainsight infinitely more user friendly.

Thoughts?

Thanks

-Jim

      4 replies

      scotty
      scotty
      Contributor ⭐️⭐️⭐️⭐️⭐️
      July 5, 2018
      We do this manually today, it would be awesome if you could track it back automatically. We add "To see the (whatever) that made this CTA, look here: <link>

      We've toyed around with making a style guide for rules, as well as guidelines for rule reviews. 
      james_whitehead
      james_whiteheadAuthor
      Contributor ⭐️⭐️⭐️⭐️⭐️
      July 5, 2018
      A flowchart style would be super helpful.

      If a CSM says "hey, this CTA shouldn't have been assigned to me, as that account is no longer mine", have a functionality where if you're logged in as a SuperAdmin, you can see the "Creation Path" or something along those lines that shows when/how/etc. it was made.
      faust_belarmino
      faust_belarmino
      Helper ⭐️⭐️
      July 5, 2018
      We manually create flowcharts every time we create a rule, outreach, etc. But if this was in place - it would make debugging so much easier!! Great idea 😃
      dan_ahrens
      dan_ahrens
      Expert ⭐️⭐️⭐️
      July 5, 2018
      Also, please do try the new Rules Advanced Search Filters (recently released) that let you search by the rule action, source object, target object and more!

      https://support.gainsight.com/Product_Documentation/Rules_Engine/Admin_Configuration/Rules_Engine_Li...

      In this case you can filter down to show only the rules that have CTA Creation as an action (to start with).
      VP of Customer Success at Forcepoint
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