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andrew_biehle
Gainsight Employee ⭐️
Gainsight Employee ⭐️
July 19, 2019
New Idea

A way to report on rule action ID's.

Related products:CS Rules Engine
  • July 19, 2019
  • 15 replies
  • 369 views
Posting on behalf of a customer. Currently there is no way to report and find the rule action ID of an action in a rule. Having this for the future would be helpful in determing what rule fired off a CTA for example.

    15 replies

    kate_green
    Helper ⭐️⭐️
    July 19, 2019
    Agree - just ran into this when I was trying to look for the name of the rule that was triggering a specific Playbook. From a CTA report, I could pull the Rule Action Id that was connected to the CTA, but I couldn't look that ID up anywhere (like on a Rules report) so I had to search through the actions of each rule that had a CTA action.

    Gainsight Employee ⭐️
    November 6, 2020

    I also had a customer reaching out with the same request. He wanted to find the rules that had been firing CTAs.

     

    Please share you thoughts.

     

    bmccracken
    Contributor ⭐️
    November 6, 2020

    This should be valuable feature, as the rule action provides little value.  Need to know the Rule that is creating the CTA.

    rakesh
    Gainsight Employee ⭐️
    Lets put your data to work!
    December 4, 2020

    Hi All,

    The common problem here seems to be the fact that you are unable to identify what created a CTA. Am I right in this understanding? 

    cc: @sriram pasupathi 

    bradley
    Expert ⭐️
    June 14, 2021

    @rakesh Yes

    bradley
    Expert ⭐️
    May 11, 2022

    @anirbandutta is there any update on this? Came across a need for this the other day and really missed not having a lookup on Rule ID (or even the existing Rule Action ID) that would give me useful information like:

     

    • Rule Name
    • Rule Action Description
    • Active Y/N (is this even an active rule?)
    • Deleted (for rule actions)
    • Default User
    • Created Date (for the rule/action ID)

     

    I’ve created a proactive/audit dashboard for Rules that create CTAs (has the rule/action created CTAs recently? Are they assigned to licensed users? Are they assigned to the default user? Active User? etc) but it is suuuuper fragile because rule action ID must be inferred, and explicitly called out for every report. This means you’d need to modify one or more reports/widgets if you ever add a relevant rule action, or replace an existing one.

    edit: I’m talking about reporting off of the CTA MDA object, improvements on it would be great, but better rule reporting in general would be rad.

    anirbandutta
    Expert ⭐️
    May 12, 2022

    Thanks for elevating Bradley, checking internally where are we with this.

    It's an opportunity for engagement
    john.pawlowski
    Contributor ⭐️⭐️⭐️
    November 7, 2022

    @anirbandutta Resurfacing this. Came across another use case where we want to report upon the CTAs that are triggered automatically but cannot do so because of the inability to see the rule that was triggered by just the Rule Action ID.

     

    Any update on this?

    spencer_engel
    Expert ⭐️
    July 6, 2023

    I’d like to see this implemented and, frankly, would like our rules to be able to be reported on, period. We have an Admin dashboard, and it would be awesome to build a custom report and have direct links to rules there (such as: “Rules that have failed in past 24 hours”) rather than having to fumble around Analyzer.

    mobrien14
    Helper ⭐️
    January 26, 2024

    Chiming in as well that this is a top need for us, especially with the 30-day limit on logs being kept in Rules Engine.