Allow OR filtering in + Criteria section of Setup Rules Actions in Rules Engine
None
We use the + Criteria section of the rules engine to allow a rule to run and then apply a different CTA to different segments within the Rule logic. For example, I am trying to run a rule and apply a different CTA to Owner Manager A and B, while applying the normal CTA to everyone else. The + Criteria allows me to enter one manager name but it fails to fire the CTA if I enter multiple manager names separated by commas. Anyone have any ideas how to get around this, or does Gainsight offer OR capability?
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As of now, these have to be different actions. Will that work for you?
Because we do not have that many different products, I have build my own OR function by using multiple AND functions with "equals not X". Therefore I am able to exclude every product except the two or three I am targeting.
However, instead of construction an "OR" function with 10 AND criteria, I would also prefer to just have two OR criteria. That would be much let annoying. 😉
🙂
An earlier post from Sundar mentioned first quarter of 2016.
Advanced Logic in action criteria (AND, OR) is being shipped as part of fall release.
Regards,
Jitin
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Thanks, all - seems like a small thing but makes many admin lives easier going forward!