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reneehouse
reneehouse
Contributor ⭐️⭐️⭐️⭐️⭐️
March 18, 2017

Filter by Relationship in Rules Manager

  • March 18, 2017
  • 3 replies
  • 56 views
I would love the ability to have a drop down filter similar to the Relationship Playbooks that allows me to view the rules for a certain Relationship or those just at the Customer/Account level and also still lets me search by name. It would be even better if they could be further segmented into an Action Type section such as a Scorecard section, CTA section, Milestone section, etc. that you could expand, collapse, and collapse all.

      3 replies

      sundar
      sundar
      Expert ⭐️
      March 23, 2017
      We have a plan to add relationship type vs Account level rules. Further segmentation might be tricky. I'll keep you posted on the updates here.
      reneehouse
      reneehouseAuthor
      Contributor ⭐️⭐️⭐️⭐️⭐️
      March 23, 2017
      Thanks, Sundar!  If further segmentation is tricky, a great option would then be to have the ability to filter by type, source, etc. within the Relationship or Customer/Account level AND search by name.  
      Renee House
      ankit_jain
      ankit_jain
      Helper ⭐️⭐️⭐️
      September 12, 2018
      I would like to highlight that Rules Engine now has advanced filter capabilities that let you find right rules by combining many filters. Check out our support documentation: https://support.gainsight.com/Rules_Engine/Admin_Guides/Rules_Engine_List_View_Timeline_View_Rule_Ch...  

      [i]Rule Chain, Created Date, Execution Type - are few more filters which are lined up for the upcoming release in Oct.
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