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New Idea

Copy feature in RE and Data Designer

Related products:CS Rules Engine
sai_ram
  • sai_ram
    sai_ram

manda.edmonds

It would be fantastic if we could copy data pulls within the data designer and rules engine.

 

Use case examples:

I need to pull all opportunities that are closed won in the last 30 days

I also need to pull all opportunities that have a close date within the last 30 days

I need to merge these and analyze them

The goal here would be to COPY the first pull and be able to edit it

 

I need to pull information about timeline with a specific filter

I need to pull an additional item with a different filter

Again, ideally, we could copy this

 

This would be amazing for complex data designs and rules.


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