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lyne_therien
lyne_therien
Helper ⭐️
January 14, 2019
Solved

Rules firing upon a specific condition

  • January 14, 2019
  • 11 replies
  • 154 views
Hello,

I thought I heard that rules will be able to fire upon certain conditions, instead of being fired on a specific schedule. For example: firing a rule when a sf.com case is closed. Did I hear right? is this on the roadmap? If so, do you have any details?

Thanks!

Lyne

    Best answer by dstokowski
    The option available today in Rules is to have an even trigger a rule to run using the Rule ID.

    The other option to use Event actions for triggering is in JO - so you can do something like trigger a CSAT survey when a case is closed.

    On the roadmap is the ability to have an event trigger a specific action with the details of the Event helping the action.

    What is your use case? We might be able to provide additional guidance on whether you should use JO vs Rules to meet it.

    Here are some docs that could be helpful:

    https://support.gainsight.com/Administration_and_Permissions/General_Administration/Events_Framework_Overview

    https://support.gainsight.com/Rules_Engine/Admin_Guides/Scheduling_Rules#Events

    11 replies

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    dan_ahrens
    dan_ahrens
    Expert ⭐️⭐️⭐️
    March 1, 2019
    If you wanted to do this within SFDC, you'd probably want to have your SFDC admin create an Apex Trigger with the requisite event details embedded in the trigger.

    Check out this page (at the bottom) for an example SFDC Case trigger: https://support.gainsight.com/Administration_and_Permissions/General_Administration/Events_Framework_Overview

    VP of Customer Success at Forcepoint
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