Unable to see MDA object in rule engine

Just want to confirm:  you have created a custom object and given it a name (Weekly Usage, for instance) -- when you to go Rules Engine to create a rule, are you creating a Horizon Rule or a Bionic Rule? I’m guessing Horizon . . . 

If Horizon, it’ll look like the screenshot below -- when you search for “Weekly” (in my example), nothing is coming up?  (searching in Bionic Rule is basically the same).

One thing to note: if you were already on the Rules Engine page and you went to Data Management, created a new Custom Object, then went back to the Rules Engine tab you already had open -- you’ll need to refresh that browser tab.  When you open the Rules Engine, it stores a list of available objects in memory for that session so that finding objects when needed as you build the rule is fast.  It does mean that you have to refresh the list by refreshing the page if you’ve added something else.

Let me know if you are still missing your custom object after trying the above!

Scott

If you are still having issues, you can open a support ticket, or join an Office Hours session that various of us from Gainsight run each week.

For US timezones, I already have the post up for tomorrow’s session HERE

And you can subscribe to the channel so you get notifications as EMEA and US teams post new threads for upcoming sessions:

https://community.gainsight.com/meetings-office-hours-8

Hi,

Thanks for the response.

It is Bionic rule and Custom object was created long time ago. Here is the screenshot of the object -

It is not available in rule action when I am trying to build a rule -

I tried to add this object in Rule settings->Permissions, but it does not give me an option to add Gainsight objects to make it available for rules to be built. It only gives me an option to add Salesforce Object, but not Gainsight -

Hope you got the problem.

Thanks again for your quick response.

Regards,

-Sanjay Wadge

+1 (408) 242 5816

Are you trying to build a rule that sources this object or a rule that loads to it?

Based on your description you can’t find it to fetch.

But, based on your screenshot you are trying to find it in the action screen, which is used for performing actions on data.

The drop down you show in your second screenshot is where you select actions to perform on data. Data sourced in a prior step.

Could it be that your custom object has custom write/read permissions @swadge ? These permissions can prevent writing to objects which could make them invisible from actions (I’ve not done this so I’m only guessing it would make sense for the object to be invisible if we can’t write to it) since your action is a write action? 

This is set under Data Permission (example below doesn’t have anything configured).

Could it be that your custom object has custom write/read permissions @swadge ? These permissions can prevent writing to objects which could make them invisible from actions (I’ve not done this so I’m only guessing it would make sense for the object to be invisible if we can’t write to it) since your action is a write action? 

This is set under Data Permission (example below doesn’t have anything configured).

 

If you are a super admin those data permissions do not affect you. Both in Admin Config and on the UI side.

Like I said, we need a bit more info on what you are trying to do.

Welcome @swadge . Glad you’re here, and giving us all an opportunity (no pun intended) to jump in with guidance.

As @Wayne points out, if you’re attempting to write to your object, and this is a Custom object (one that you or another Admin created, and thus it’s not an out-of-the-box Gainsight object), then your best next steps are:

• In the Action, select the action “Load to Gainsight Object”
• Then select your Custom object.

Picking the Action “Load to GS Opportunity” will load data to a purpose-built out-of-the-box Gainsight object with the name GS Opportunity. From what you’re describing here, it doesn’t sound like that’s your intention.

After a 2nd look at your screenshot @swadge , I believe I can help.

The “GS Opportunity Line Items” object isn’t a custom object -- it’s a Standard Object that’s part of the Renewal Center, and the only way it can be populated is if you are running a Sync job from SFDC, since it is tied to the “Opp Line Item” supporting objects in SFDC to effectively load (Price table, Product table, etc.)

If you are running Renewal Center (a paid add-on feature that is based on an SFDC connection), you can use the Load to GS Opportunity rules engine action, but there is no direct access to Line Items -- that is still an SFDC-sync object exclusively.

If you create a custom object from scratch yourself in Data Manager, however, those will always be available for loading via Load to Gainsight Objects rule.