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michael_sweeney
michael_sweeney
Helper ⭐️
September 14, 2016
New Idea

Customer would like to delete data in the MDA using Rules Engine.

  • September 14, 2016
  • 20 replies
  • 466 views
Wanting to delete older data weekly before inserting new data.

      20 replies

      Show previous replies
      darkknight
      darkknight
      Expert ⭐️
      March 13, 2019
      Same/ We are filling up MDA at rapid pace. Sooner than later we'll probably need this ability.

      @dan_ahrens

      Jeff Kirkpatrick
      dan_ahrens
      dan_ahrens
      Expert ⭐️⭐️⭐️
      March 13, 2019
      Just wanted to call out that Administration / Data Management does support deletion of records in bulk.

      https://support.gainsight.com/View_More_Categories/GainsightNXT/02Data_Management/02Managing_Data_In_Gainsight/01Gainsight_Data_Management#Deleting_Data_from_a_Custom_Object

      I recorded a quick demo of this below. Just apply the filter to show the records that you want to purge and select the delete option. Takes about 30 seconds.



      We realize this is not as simple as doing this via rules engine, but wanted to make sure that everyone knew that purging old records is supported today with just a little bit of manual effort.

      In cases where you have huge quantities of records (hundreds of thousands or even millions) you can drop a support ticket to Gainsight Support and our tech ops team can help with those large quantities. @keith_mattes

      VP of Customer Success at Forcepoint
        darkknight
        darkknight
        Expert ⭐️
        March 13, 2019
        Yep, aware of that. There isn't a test run function though - that would be an extra safety net in the Rules Engine.

        Jeff Kirkpatrick
        dan_ahrens
        dan_ahrens
        Expert ⭐️⭐️⭐️
        March 13, 2019
        Hi Jeff,

        Can you explain a bit more as to what missing functionality you'd be looking to achieve that a test run function would give you?

        VP of Customer Success at Forcepoint
        keith_mattes
        keith_mattes
        Helper ⭐️⭐️
        March 13, 2019
        In my "vision" this could maybe be solved with a two-step Delete-Purge "Archive" process that would initially provide a summary of the total number of records to be deleted as well provide a list of dependancies that would be impacted (this could be a reach although seems doable via analyzer tool).

        Example:

        XXXX number of records will be deleted that were used in the following items:

        *Report Name

        *Dashboard Name

        *CTA Name

        BONUS ADMIN FEATURE: The ability to place records in a temporary state aka "soft delete" (or table) to "test" impact" with ability to "revert" if change/impact too great or undesired.

        SUPER BONUS FEATURE: Part of this Archive feature enables the automatic creation of an archive roll-up table with the multi-select option for tables for weekly/monthly/yearly rollup of the data

        Sr. Customer Success Operations Analyst/Gainsight Admin/Data Nerd
        tippetts
        tippetts
        Contributor ⭐️⭐️⭐️
        November 21, 2019

        Long story short, “upsert” is taking too long that forces my data load rules to get aborted. Have tried different directions to get around it, but ultimately this functionality would solve it and be a huge win! Either the Rules Engine or somehow deleting in mass via the API, we would love this functionality!

        olavo_zapata
        olavo_zapata
        Contributor ⭐️⭐️⭐️⭐️
        November 28, 2019

        This would be very useful in some of my use cases as well.

        A sample is when some data is related to SFDC and we delete from SF it should be deleted on MDA as well... But in an automatic way or by rules.

        HollySimmons
        HollySimmons
        Helper ⭐️
        July 7, 2020

        The use case we have for deleting of records is related to data privacy.

        We hold some data (including PII) that belongs to our customers and they can withdraw consent at any time, after which we need to delete the data. The consent status for all customers is included within an S3 file we get daily, and so based off that we would then want to delete relevant data for those where consent = false. Also churned customers should have the data deleted within 90 days. 

         

        Currently it looks like we will need to anonymise the data instead, as deleting isn’t possible?

        phani_kumar
        phani_kumar
        Gainsight Employee ⭐️⭐️
        July 8, 2020

        Just wanted to call out that Administration / Data Management does support deletion of records in bulk.

        https://support.gainsight.com/View_More_Categories/GainsightNXT/02Data_Management/02Managing_Data_In_Gainsight/01Gainsight_Data_Management#Deleting_Data_from_a_Custom_Object

        I recorded a quick demo of this below. Just apply the filter to show the records that you want to purge and select the delete option. Takes about 30 seconds.
         

        ScreenRecording20190313at11-59-4f2ac9de-df52-4060-a490-4359d630e6e6-614912913.gif

         


        We realize this is not as simple as doing this via rules engine, but wanted to make sure that everyone knew that purging old records is supported today with just a little bit of manual effort.

        In cases where you have huge quantities of records (hundreds of thousands or even millions) you can drop a support ticket to Gainsight Support and our tech ops team can help with those large quantities. @keith_mattes
         

         

        +1.

        we have an option to delete the records from Data Management.

        HollySimmons
        HollySimmons
        Helper ⭐️
        July 8, 2020

        @phani_kumar I’m aware that is an option, but it’s not feasible to expect an admin to head to Data Management, apply the filters and delete the required records each day. Automation on this subject is required. 

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