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john.cowles
Helper ⭐️
April 3, 2023
New Idea

Horizon Rules: Allow adding steps in middle of flow

Related products:CS Data Management & Integrations
  • April 3, 2023
  • 2 replies
  • 42 views

One of the bigger challenges I have had with the rules is that it doesn’t appear you can add a new step in the middle of the flow.  You have to delete everything up to that point, add the new step (e.g. transform) and then rebuild everything.  This is really painful, risky, and time consuming.  

For example, we had a situation where we needed to derive 10 case fields in a transformation.  This was the second step in a 5 step flow with actions.  The business wanted to add one more case field and we were stuck because you can only have 10 per transformation.  So we had to delete everything up to that transformation.  Then add the new one and rebuild everything else hoping we didn’t miss anything.  This is very risky.  

This request is to find a way for us to add steps into the flow without having to rebuild everything.  

2 replies

alizee
VIP ⭐️⭐️⭐️⭐️⭐️
April 4, 2023

Hi @john.cowles, great idea! Our friend @TMaier has posted a similar story earlier this year. I’m cross-voting but perhaps you could also add your vote to the below idea so we have as many votes as possible as this is a highly desirable admin QoL idea for a lot of us!

Add an "insert" Task type to the Rules engine | Gainsight Community

cc @anirbandutta 

The most expensive part of building is the mistakes. That's true in construction. Not so much in CSOps. So ask questions, make mistakes and learn. All views expressed here are my own.
john.cowles
Helper ⭐️
April 4, 2023

@alizee  Thanks for the heads up on this. Just added my vote to that one.