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spencer_engel
Expert ⭐️
August 27, 2024

Design Templates are Awesome!

  • August 27, 2024
  • 5 replies
  • 140 views

I just want to say I love Design Templates! Product knocked it out the park with this one. 

 

My use case is that I needed to troubleshoot a rule, but the only viable way to do so was via Data Designer. In the old days, I would’ve had to completely re-create the query, which in this particular case would’ve been a tedious process. Now, though, I can just save the rule template and have it available in the “Design Template” data source section in DD. This saves so much time and potential human error! 👍 

5 replies

im4tide
Contributor ⭐️⭐️⭐️
August 27, 2024

Yes! It has cut down the time we spend on validation so much! 

Carol_Keyes
Helper ⭐️
August 27, 2024

We haven’t tried this yet but going to test it out! But I was wondering if the ‘Template’ are what can be used as a new JO source or if once it’s used in JO it becomes a DD object which also means it shows up in all our reporting objects? I am still using queries in JO because I didn’t want that many DDs created. 

Carol Keyes
dayn.johnson
VIP ⭐️⭐️⭐️⭐️⭐️
August 28, 2024

I was wondering if the ‘Template’ are what can be used as a new JO source or if once it’s used in JO it becomes a DD object which also means it shows up in all our reporting objects? I am still using queries in JO because I didn’t want that many DDs created. 

 

Curious whether it becomes a DD object as well -- I’m with @spencer_engel on loving the design templates, and while I’m not using dynamic JO extensively yet, I’m planning to use templates as the building blocks for our queries when I do.

Our programs typically use a standard source query, but a lot of our 1x programs have slight modifications (products used, communication type, region, industry, etc) -- and the fact that we can save a NEW query as a template from within a dynamic JO.

Staff CS Content & Comms Manager, 2x Gainsight CS Ops Product Council Member
alizee
VIP ⭐️⭐️⭐️⭐️⭐️
August 28, 2024

I have been using them for a year or more now, and I’m also very happy with those as they create the interoperability we need between Reports, Programs, Rules and such. They provide a good alley to experiment too OR fix things in a safe space (or rather, not a space ;)). 

My regret is that an update to a design template (such as a filter, for example) can’t be pushed to outputs that leverage the template, and I’d wish for it to be possible. To this effect - feel free to upvote the below idea:

 

@dayn.johnson  and @ckeyes_bmc A design template used in a query will not become an object in data management, as it doesn’t contain data. It’s just a skeleton. Queries don’t become objects either, just like rules don’t. 

The most expensive part of building is the mistakes. That's true in construction. Not so much in CSOps. So ask questions, make mistakes and learn. All views expressed here are my own.
dayn.johnson
VIP ⭐️⭐️⭐️⭐️⭐️
August 28, 2024

@alizee, I can’t like this enough!☝

Tagging @kstim in for vis, especially on your idea you shared here (Option to push DD Template...) -- upvoted and added some musings there.

I have been using them for a year or more now, and I’m also very happy with those as they create the interoperability we need between Reports, Programs, Rules and such. They provide a good alley to experiment too OR fix things in a safe space (or rather, not a space ;)). 

My regret is that an update to a design template (such as a filter, for example) can’t be pushed to outputs that leverage the template, and I’d wish for it to be possible. To this effect - feel free to upvote the below idea:

 

@dayn.johnson  and @ckeyes_bmc A design template used in a query will not become an object in data management, as it doesn’t contain data. It’s just a skeleton. Queries don’t become objects either, just like rules don’t. 

 

Staff CS Content & Comms Manager, 2x Gainsight CS Ops Product Council Member