Use Rules Engine to load historical Health Scores?
Best answer by jean.nairon
Hey
You can use a rule to load historical scorecard data to the Scorecard History table. Its pretty straightforward to setup. Here’s an article on how to do it:
Good luck with your rule!
+5The SetScore action only sets the latest score and does not have ability to do a "historical run" like you can for other rules.
We store Scorecard History in a different object than current scorecard.
Is there a way to work around this and load the historical data to the "other" object? We have worked incredibly hard to get the historical values so that we could see them in the Health history.
Thanks
Are you thinking it SHOULD be possible to load historical health scores if the date identifiers are specified correctly?
Please follow the rest of the conversation there. Thanks!
+13I'm actually working with support on the same question. We are using 2.0 and, in this case, are trying to set historical scores for the relationship. My guess is that there's a way to load data to the "Relationship Scorecard Snapshot" object in MDA, but that seems to be undocumented. I'd love to understand what the "time granularity" value means in this context and what dates I should be using. From there it would seem fairly straightforward to use the rules engine to just update that object, no?
Hey
+4Hey
You can use a rule to load historical scorecard data to the Scorecard History table. Its pretty straightforward to setup. Here’s an article on how to do it:
Good luck with your rule!
+13
+4
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