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capricec
capricec
Contributor ⭐️⭐️
May 13, 2016
Question

Issue with Multi-picklist in Rules Engine

  • May 13, 2016
  • 2 replies
  • 80 views
I am trying to pull a list over as a customer Info field but the system is trying to aggregate it.   In our opportunities, we can select all the products a customer owns, I am fine if these come over as a text string, but when I try to show it as a field, the system treats it as a number to "Count, Count Distinct, Min and Max."    What is the best way for me to pull products owned, which is a multi picklist in Opportunities in SFDC so that the products can be viewed in 360, perhaps in summary?

    2 replies

    steve_davis
    steve_davis
    Gainsight Employee ⭐️⭐️
    May 27, 2016
    Caprice, 

    My suggestion here is to put in a support ticket with GS. I have worked with multi-select pick lists before and they can be quite tricky. Support should be able to answer this question. 

    Thanks,
    Steve Davis
    capricec
    capricecAuthor
    Contributor ⭐️⭐️
    May 31, 2016
    Thanks Steve - I need to do that. 
    We found that taking one of the show fields out, fixed the error, but it does create an issue with the intent of the rule. 
    You are right, it's either a tricky thing, or a bug.  
    The show field I removed was to take the most recent opportunity, so closedate = Max.  The rule doesn't work with it in, does with it out.  
    The advice I got was to use a time range in the conditions, but unfortunately, without uniform contract lengths, I can get multiple opportunities for one company with the time range needed to capture all customers.
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