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
Admin: Is it possible to see what rule/data import/etc. that creates records/CTAs?
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.
We've toyed around with making a style guide for rules, as well as guidelines for rule reviews.
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.
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.
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 😃
+2Also, 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).
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).
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