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darkknight
darkknight
Expert ⭐️
May 20, 2016

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

  • May 20, 2016
  • 7 replies
  • 79 views
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
      steve_davis
      Gainsight Employee ⭐️⭐️
      May 25, 2016
      Jeff, 

      This should be handled as a feature request. I am moving over into the idea category. 
      darkknight
      darkknightAuthor
      Expert ⭐️
      May 25, 2016
      Sounds good Steve thanks.  Not sure why it was pulled in as a support ticket.
      Jeff Kirkpatrick
        zach_davis
        zach_davis
        Helper ⭐️
        February 15, 2017
        +1 on this! Would be super helpful to search fields used in rules.
        seth
        seth
        Expert ⭐️
        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
        AI Transformation @ Gainsight
          faust_belarmino
          faust_belarmino
          Helper ⭐️⭐️
          July 12, 2018
          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
          faust_belarmino
          Helper ⭐️⭐️
          July 12, 2018
          Found this as well - similar request: https://community.gainsight.com/gainsight/topics/-feature-request-allow-rules-to-be-filtered-by-spec...
          phani_kumar
          phani_kumar
          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.

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