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heather_hansen
heather_hansen
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September 25, 2023
New Idea

Horizon Rules - Success Plan

Related products:CS Rules Engine
  • September 25, 2023
  • 1 reply
  • 29 views

We have several fields that we want to populate to the SP layout using the Rules Engine, and it appears that I can only do so if I mark them as Editable on the plan layout.  Ideally, I’d like to make them read only since they are fields that we’re pulling over from SFDC, so shouldn’t be editable in Gainsight.

Our use case:
We want to display some key fields from the opportunity in SFDC that were filled out by the AE for the CSM on our Onboarding Success Plan, but we don’t want the fields to be edited in Gainsight.  I have to make them editable to get them to appear in the Horizon Rule Success Plan action.

    1 reply

    Wayne
    Expert ⭐️
    September 26, 2023

    If I remember correctly there are two workarounds for this.

     

    1. You make your fields editable. You build out your rule, action included. Then you go and mark your fields uneditable in SP layout. This should still allow the rule to write to these fields. I do something very similar to this with hiding and unhiding the rules. As once the rule is built it doesnt go and check the current state prior to writing to the object.
    2. The second option I know works is building out an SP API and loading to the fields that way via a rule.
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