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kathy_isoladodson
kathy_isoladodson
Contributor ⭐️
May 12, 2016
Solved

Creating Powerlist using Account Name

  • May 12, 2016
  • 6 replies
  • 72 views
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!

    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.

    6 replies

    ellenoangieslistcom
    ellenoangieslistcom
    Contributor ⭐️⭐️⭐️⭐️⭐️
    May 12, 2016
    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.  
    kathy_isoladodson
    kathy_isoladodsonAuthor
    Contributor ⭐️
    May 12, 2016
    Thank you Ellen. I've used "contains" which I believe to be an OR statement. Is that what you've done?
    ellenoangieslistcom
    ellenoangieslistcom
    Contributor ⭐️⭐️⭐️⭐️⭐️
    May 12, 2016
    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.  
      kathy_isoladodson
      kathy_isoladodsonAuthor
      Contributor ⭐️
      May 12, 2016
      Thank you...
      steve_davis
      steve_davis
      Gainsight Employee ⭐️⭐️
      May 27, 2016
      Yes, 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. 
      ben
      benAnswer
      Helper ⭐️⭐️⭐️
      June 27, 2017
      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.
      -Ben
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