Skip to main content
  • Home
  • Ideas
  • Load to Standard or System Objects with Real Time Rules actions

I don’t understand why Standard or System objects aren’t available in the actions from Real Time Rules. I can think of a lot of use cases for why you’d want to load a particular field with a certain value to those most commonly used objects.

Here’s an example:

  • Load an “Escalation Date” to the Call to Action object when a CTA priority changes to “High”. This will allow real-time reporting on escalated CTAs.

A “real time” rule is only as good as it’s “real time” action. Let’s expand the actions possible from Real Time Rules to really make them as powerful as they can be.

 

I’m sure I could use the Call External API to accomplish this, but why not support standard/system objects to begin with?

Editing my use case: I’d like to reference the date that a CTA was changed to High priority, and I’d like that date to be populated as soon as the priority is changed to High. Ideally, I could do this through real time rules by identifying when the change occurs and loading it to the Call to Action object as soon as it occurs.

I’m starting to warm to realtime rules in general and have found them very useful in the limited use-cases currently supported by the OOTB config - I’d love to see the supported Topics and Actions expanded to further increase the relevance of these rules.

 

As it stands, I think the most common reason people turn to these is for change tracking on individual fields - which is great, but we could do a lot with a CTA trigger or the ability to update data in other areas. Currently the only way to leverage realtime rules to those ends is to have it write updates to a holdover MDA and then write a standard rule using that MDA as the source, which feels like extra steps.

Another example -- when CSM changes, update CTA Owner

+1 !!! I’d like to be able to use RTR to reassign CTAs from the old CSM to new CSM directly within Gainsight. Being able to update CTAs from RTR and use CSM change as the trigger rather than having to call external API would be way more beneficial and user-friendly. 

RTR has the potential to be way more powerful so I look forward to seeing what comes next 😁

+1!!! Updating the CSM as owner of a CTA when it changes would be super helpful.

Why is this still not a thing? 

I simply do not understand the logic behind only allowing the ability to update custom Gainsight objects. It makes the use of RTR extremely limiting.

Not only why is this still not a thing… why is it still a “new idea?”

The “update CTA owner when CSM changes” is just one of MANY potential use cases. And it would be a HUGE time saver.

Terms & ConditionsCookie settings