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andrea_gertz
Contributor ⭐️⭐️
November 20, 2015

Allow multi-select survey questions to write to SF object

  • November 20, 2015
  • 5 replies
  • 103 views
We use the rules engine to upload NPS survey responses to a custom SF object (people need to see that but don't need access to the rest of Gainsight).  One of our additional questions asks about top improvement areas.  It's a multi-select list.  Current functionality does not allow that to update properly on additional runs.  We'd like to have that be possible so data doesn't have to be downloaded and uploaded each time.

    5 replies

    sundar
    Expert ⭐️
    December 1, 2015
    Hey Andrea,

    Product team is aware of the issues with Multi-Picklist and working to fix it. This will be available in January release. That would help in sync-ing the multi-picklist to SFDC objects.
    candace_jones
    Contributor ⭐️⭐️
    February 11, 2016
    This reply was created from a merged topic originally titled automate tags.

    What is the best way to automate tags via the rules engine? I am building a rule that looks for a selected field in SFDC and applies the tag based on that criteria. We are able to see the tag options in the Action section, but it appears that it allows you to only switch tags (e.g. IF Tag A then switch to Tag 😎 rather than apply a tag for the first time. 

    Any help is greatly appreciated!
    candace_jones
    Contributor ⭐️⭐️
    February 11, 2016
    I'm not sure these two are related...
    sundar
    Expert ⭐️
    February 12, 2016
    Rules Engine overwrites the entire tag erasing the existing values and putting only the new one. This behavior will not work when you have to 
    1. Add one more tag to the existing list of tags (if it does not exist)
    2. Remove one / few of the tag from the list of tags from the destination. 
    There are some fixes that went it in previous release which enables proper reading of multi-picklist values but the writing part is still not enhanced.
    andreammelde
    Helper ⭐️⭐️
    December 9, 2020

    was this implemented? we are currently having an issue with the multi select in a NPS survey

    Andrea Carroll