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Scenario : If we create the rule, who can download it and send it to users?








Requirement : So there is a need to an automated functionality from Gainsight end, like you are sending the file as attachment, you will upload it to file location and send the download link to users.








Eg: In Gmail when you upload more than 25MB file, it will upload to cloud and send the link in the email to receivers.


Hi Sudhakar,



Can you please explain in a little more detail what you are trying to accomplish and how that task is currently accomplished with the current set of functionality?


I think maybe he is asking for a mechanism for Rules to output to a shared/public location with hyperlink access like a google drive (presuming instead of S3 directly) in order to share data from GS with external and internal users?


@dan_ahrens Today we have a report, when exported and sent to us via email, we receive an error, Generated CSV file exceeds the allowed email attachment size limit of 25 MB. So my request to Sudkhar was to see what the options are to get this report exported. There seem sto be a server limitation and he suggested filtering however this is not an option for us. There was also some discussion about exproting to the S3 bucket via a rule and then posting somewhere, would this be a viable option? I am sure other face this issue as well so really just looking for the best alternative to getting large reports oout of GS, thank you...



@johnheintschel FYI


In your merge task on your Rule Setup, at the very bottom is a checkbox to "Export to S3" that you can check that will place the result set on S3 for you. Is that a step in the right direction?


@keith_mattes Thanks I will have to see if that helps IT as they were helping me with this, I will let you know.


You can leverage various scripts to also retrieve the file from S3 and place it elsewhere, but I will defer to the skillset of your IT dept on pickup and delivery if that type of exchange is required for your org. We've implemented a "post office" type design where as long as we can sftp or upload a file to a shared location, we automate delivery TO S3, I am sure it can be done in reverse! Good luck!


Yes, in that case it sounds like your corporate email system is not allowing the large attachments. The best solution is the S3 route where you can basically export the "report" data to an S3 flat file and then retrieve it yourself outside of the email system.



Here is some info on this capability: https://support.gainsight.com/Rules_Engine/Examples_and_Tutorials/Export_to_S3_from_Bionic_Rules


We recommend the Cyberduck tool (https://cyberduck.en.softonic.com/mac) but there are many options for retrieving data from an S3 bucket.


HI Everyone,



The below solution technically works but there are issues.



In the timeline we have notes column which is rich text. Our CSMs are copying it from email or other location and adding the notes, so it is becoming html snippet underneath and we are not able to export as csv because columns are not coming properly. We have raised a ticket for this and Gainsight accepted it is a bug. Currently one of the Chris story to push timeline data to Slingshot is pending. She would like to see this data in Mode but because of this issue we are not able to do so. Gainsight Ticket # for reference: 80397


Do we have a way to export a file from Gainsight and push it to a shared location ? or the only option is to export to S3 and upload manually to that shared location ?

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