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darkknight
Expert ⭐️
September 15, 2022
New Idea

Provide Open Rule Actions for core objects

Related products:CS Rules Engine
  • September 15, 2022
  • 11 replies
  • 198 views

Is there a plan on the roadmap to provide open rule actions for core objects?

Admins should be able to manipulate object data in Gainsight without having to rely on the API all the time.

Much like I can with the Company object:

  • I should be able to upsert every field on the Call to Action object directly through a rule without having to use the action template
  • I should be able to upser every field on the Company Person object directly through a rule without having to use the locked in Person dependency
  • I should be able to upsert every field on the Success Plan object directly through a rule without having to use the action template
  • I should be able to upsert every field on the Activity Timeline object directly through a rule

    You get where I’m going with this. 

The majority of GS admins are not coders. Even though there are some simple things that can be done via API, it’s still a lot of extra work to go that route (as well as increased risk) than giving us rules actions that allow us to choose our own identifiers and directly upsert records on those objects, just like we can with Company.

11 replies

angela_domenichelli
Contributor ⭐️⭐️⭐️⭐️⭐️
September 9, 2026

This is still an issue, especially with AI tools!  I would love to add more robust information to Timeline that can use an upsert function, and the work-arounds are very painful.  Please consider this request.

Angela Domenichelli (She/Her/Hers)