Folders in the rules engine

Forum|Forum|10 years ago
March 8, 2016
13 replies
148 views

I'm still in implementation with GS but I see that very quickly we're going to have a ton of rules. I'm being very strategic about the naming conventions, but it would be really helpful if I were able to create folders for the different rules to live in. Ideally there would be the ability to have folders within folders so that we can differentiate rules for Scorecards, Customers, etc and then within that nest other folders for rules that differ by segment.

seth

Expert ⭐️

OMG yes. Naming conventions only get you so far.

Alternatively: the ability to tag rules, and then filter the rules interface for certain rule characteristics. I'm sometimes interested in, "show me all the rules that run right at midnight", or "show me all the rules that create CTAs". But I could imagine tagging to be an extra layer of metadata so that I could teach the rules interface to be able to show me, "show me all the rules that have some sort of impact on my scorecard", or "hide the rules that don't relate to a certain team".

AI Transformation @ Gainsight

darkknight

Expert ⭐️

Scalability and Manageability are sorely lacking in this tool - Rules, Playbooks, Reports. Need a better mechanism for organizing many of these components.

Jeff Kirkpatrick

mei_ling_kuan

Contributor ⭐️⭐️⭐️

I like this idea. Currently the Rules Engine is very unmanageable.

gaurav_kotak

Expert ⭐️

Completely agree. We've already implemented folders in Vault which holds Playbooks, Survey, Rules and Reports (soon). We'll then move to doing something similar in the core product.

darkknight

Expert ⭐️

Do we have a target timeframe of when we can expect to this to be released?

Jeff Kirkpatrick

susan_mcclure

Contributor ⭐️

And I'm totally open to bribing with chocolate, beer, chocolate beer...

tim_23349f

Contributor ⭐️⭐️

Man this would be killer. I'm gonna sprain my index finger with all this scrolling.

brad_jennings

Contributor ⭐️⭐️⭐️

Has there been any movement on this? I'm taking over administration of a fairly beefy set of Rules and they're incredibly hard to decipher easily. I can rename them, and implement our own naming and tagging conventions, but it's surprising to see this mentioned two years ago and nothing has surfaced as far as I've seen.