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Rules Engine: Search for field name used in a Setup Action

  • May 20, 2016
  • 7 replies
  • 64 views

darkknight
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Don't know how possible this is, but figured I'd put it out there.

I love that you can filter the Rules Engine for Source Object, Action Type etc.

Is it possible to take it a step further and filter for rules that are using/referencing a specific field (Native or MDA) in a particular Setup Action type?

7 replies

steve_davis
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  • Gainsight Employee ⭐️⭐️
  • May 25, 2016
Jeff, 

This should be handled as a feature request. I am moving over into the idea category. 

darkknight
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  • Author
  • Expert ⭐️
  • May 25, 2016
Sounds good Steve thanks.  Not sure why it was pulled in as a support ticket.

zach_davis
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  • Helper ⭐️
  • February 15, 2017
+1 on this! Would be super helpful to search fields used in rules.

seth
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  • Gainsight Employee ⭐️⭐️⭐️
  • June 9, 2017
I'd add that it would be great to not just search for a field name, but search for [i]any text used in the Action, including:
  • The names of scorecard measures that are being set by a "Set Score" action
  • Text that's typed into an Action's "Criteria"
  • The name of the action (e.g., "Set Score" vs. "Load to Customers")
  • and so on

faust_belarmino
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Any updates or traction with this? We're running into a weird error and I'd love to search the field the error message is giving us... WE NEED THIS REQUEST! 😃

faust_belarmino
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phani_kumar
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  • Gainsight Employee ⭐️⭐️
  • April 8, 2020

I'd add that it would be great to not just search for a field name, but search for [i]any text used in the Action, including:

  • The names of scorecard measures that are being set by a "Set Score" action
  • Text that's typed into an Action's "Criteria"
  • The name of the action (e.g., "Set Score" vs. "Load to Customers")
  • and so on

+1 on this! It would be super helpful if we have such a feature in rules.