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heather_hansen
heather_hansen
VIP ⭐️⭐️⭐️⭐️⭐️
September 2, 2020
New Idea

Clone Rule

  • September 2, 2020
  • 4 replies
  • 120 views

When selecting to clone a rule, I’d like to be able to change the source data.  For example, we have a rule that fires a CTA based on NPS response with a couple of other factors, so the rule is pretty complex.  I want to be able to clone it from quarter to quarter and change the source to the new NPS survey data.  Instead, I have to open one window with the old rule and one window with the new rule and then, manually recreate it with the new data set.  

    4 replies

    rakesh
    Gainsight Employee ⭐️
    rakesh
    Lets put your data to work!
    November 27, 2020

    Hi @heather_hansen 

    Agree that you would almost have to dismantle a Rule today if the need is just to swap the data sources.

    Typically, when you want to swap the data sources will the output structure be always the same? Example: if in Rule 1 you have 5 fields, will you always have the same 5 fields in Rule 2

    heather_hansen
    heather_hansenAuthor
    VIP ⭐️⭐️⭐️⭐️⭐️
    November 30, 2020

    @rakesh Most of the time, in my experience, yes, it would be the same fields just in a different object.

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

    Hi Heather,

    We will consider this as a part of our overall effort to improve the rule building experience over medium-term horiozon. 

      heather_hansen
      heather_hansenAuthor
      VIP ⭐️⭐️⭐️⭐️⭐️
      January 10, 2022

      Any updates here?  About to embark on my rebuild of the same rule with a different dataset with the same fields again, and would love to speed that up by not having to completely rebuild the rule from scratch.

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