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allison_elmer
allison_elmer
Contributor ⭐️⭐️⭐️
September 5, 2018
Question

Timeline Activity Types in Scorecard 2.0 Rule Actions

  • September 5, 2018
  • 6 replies
  • 134 views
Has anyone used Timeline Activity Types (Call, Email, Meeting, etc) as criteria in Scorecard 2.0 rule actions? I'd love to be able to do this (we want to account for customer Slack conversations in our relationship score in a different way from more traditional communication), however I can't get the field to populate as an option in Rule Action. Before I go down the rabbit hole as to why I can't, I figured I'd see if it was even possible. Thanks!

    6 replies

    aditya_marla
    aditya_marla
    Helper ⭐️⭐️⭐️
    September 14, 2018
    Hi Allison,

    Do "Slack conversations" have a different timeline type? You should be able to get timeline data from the "Activity Timeline" object and filter it based on the timeline type and use this data to set measure scores. Let me know if this helps / if you had a different use case in mind
    allison_elmer
    allison_elmerAuthor
    Contributor ⭐️⭐️⭐️
    September 14, 2018
    When you're in the Rule Action, you don't have the option to select it, regardless of timeline type, which is the problem. 🙂
    pele
    pele
    Helper ⭐️⭐️⭐️
    September 14, 2018
    Hi Allison,

    I think the field "Type Name" in the Activity Timeline object should work here. I've done this for one of our relationship scorecards to score a measure based on the last time a meeting or call was had with a customer. There's a few datasets, transformations, etc. in the rule, but just getting to timeline types looks like this:



    Hope this helps :)

    Cheers,
    Pele

    edit:
    Dataset winds up looking something like this:

      allison_elmer
      allison_elmerAuthor
      Contributor ⭐️⭐️⭐️
      September 14, 2018
      Pele, that's perfect! Thank you- I was too focused on the action and not the filters I had built previously (which, of course, were lacking). This does it- I appreciate the help!
        pele
        pele
        Helper ⭐️⭐️⭐️
        September 14, 2018
        Too cool; glad that worked 🙂
          T
          twilson
          Contributor ⭐️⭐️
          June 21, 2019
          Hello all - I'm in the Rules Engine trying to accomplich something similar to Allison but I don't have the Acitivty Timeline option in the Matrix Data. Anyone know why?



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