I'm trying to create a powerlist which meets the following criteria: Account Name <contains> customer1,customer2,customer3, etc...
Gainsight is returning 0 results. Any idea how to use comma separated values? I have about 40 customers in this grouping and need to send out asap.
Thank you in advance!
Solved
Creating Powerlist using Account Name
Best answer by ben
Digging this one back up. We have to issue notifications due to product updates. Our Online Services team has typically had to do this via provide us the customers instance name. So I will then make a Powerlist with the instance names as separate OR values.
Flash forward to today and I have 371 instances to do this with. Adding them separately is brutal. Would love if the contains function worked like it does in SFDC where commas are separators.
Flash forward to today and I have 371 instances to do this with. Adding them separately is brutal. Would love if the contains function worked like it does in SFDC where commas are separators.
I have always had to do OR statements in the filter criteria. It would be easier if you had some type of custom field on the account or customer info object to isolate these accounts.
Thank you Ellen. I've used "contains" which I believe to be an OR statement. Is that what you've done?
When I tried to use contains "Kevin, Mike" it did not give me any results but when I did Contains "Kevin" OR Contains "Mike" in the form of A or B, it worked for the rules engine. Co-Pilot might be different, but it doesn't hurt to try and run a test and see if the logic was correct.
Thank you...
+2Yes, you need to do OR statements for that Account name < > ________ its going to look for those results across 1 customer... not your entire customer base.
Digging this one back up. We have to issue notifications due to product updates. Our Online Services team has typically had to do this via provide us the customers instance name. So I will then make a Powerlist with the instance names as separate OR values.
Flash forward to today and I have 371 instances to do this with. Adding them separately is brutal. Would love if the contains function worked like it does in SFDC where commas are separators.
Flash forward to today and I have 371 instances to do this with. Adding them separately is brutal. Would love if the contains function worked like it does in SFDC where commas are separators.
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