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michelle_flink
michelle_flink
Contributor ⭐️⭐️⭐️
May 20, 2016

Creating rules off of related lists

  • May 20, 2016
  • 6 replies
  • 73 views
Hi Gainsight team-- we spoke at Pulse regarding a customer's interest in the ability to to create rules based off of 'related lists'.  I understand that this is planned on the roadmap, but wanted to see if you have any insight into ETA/ timing for this?  Thanks! 

      6 replies

      andrew_cummins
      andrew_cummins
      Helper ⭐️
      May 20, 2016
      This is something we need as we continue to fall short in reports when we are unable to make a report, CTA, Rule from a related list because it does not have an account ID to associate to. 
        manu_mittal
        Gainsight Employee ⭐️
        manu_mittal
        Gainsight Employee ⭐️
        May 21, 2016
        We are making good progress on supporting multi-level lookups on SFDC objects (already have it in MDA). Should address this need of building rules and reports on objects that don't directly have the Account reference available. 
          andrew_cummins
          andrew_cummins
          Helper ⭐️
          May 21, 2016
          That is great to hear. Any idea on ETA for this functionality?
          steve_davis
          steve_davis
          Gainsight Employee ⭐️⭐️
          May 27, 2016
          Kicking this into an Idea as it is already on the radar. 
          manu_mittal
          Gainsight Employee ⭐️
          manu_mittal
          Gainsight Employee ⭐️
          August 4, 2016
          The first version is getting released this month. The idea is to let you define flattened out spaces by (1) picking fields from multiple joined Salesforce objects (up to 5 levels); and (2) filtering out all the unwanted data/records you don't wish to expose. These can then be used for reporting, building rules, etc. 

          There will be a few Data Spaces available OOTB, but you can always create more to address your specific requirements.
          andrew_cummins
          andrew_cummins
          Helper ⭐️
          August 9, 2016
          excited to see this live.
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