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Hey team,

 

If Company or Relationship is not correctly chosen at the start of creating a rule, this cannot be corrected once a dataset is created.

 

This then requires a new rule to be created from scratch, duplicating the datasets/transformations already built.

 

An opportunity exists to improve the UX where, if an action hasn’t been yet built on the rule, the user has the option to change the rule type from Company to Relationship, or vice versa.

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