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darkknight
Expert ⭐️
December 7, 2016
Discovery

Rules Engine: Add test filters to "Test Run" function

Related products:CS Rules Engine
  • December 7, 2016
  • 9 replies
  • 108 views
Last few days I've been running and re-running a lot of rules in test mode and it becomes a bit cumbersome (not to mention prone to error) to have to go change and tweak the Setup Rule filters when I perhaps only want to test the rule against one particular account or some other account/customer info field.

I thought it sure would be helpful if, when I check the "test run" box on the Run Rule screen, I had the option of setting a quick filter from the Account or Customer Info object which would add to/override the filters in the rule just for this test run only.

Something like this:  



Certainly not a requirement, but a "wish list" item.  

    9 replies

    dan_ahrens
    Expert ⭐️⭐️⭐️
    December 7, 2016
    Great suggestion!
    VP of Customer Success at Forcepoint
    dstokowski
    Gainsight Employee ⭐️⭐️
    December 7, 2016
    Agree I like this suggestion Jeff.  As we introduce even more powerful rules this is a great example of where running for a specific account or relationship would be useful.  Unit testing right?
    jeffrey_coleman
    Helper ⭐️
    December 7, 2016
    Man I wish I'd thought of this! I've been adding a specific account ID or email address for testing and going back and forth to the rule setup screen... Awesome idea!!
    darkknight
    Expert ⭐️
    December 7, 2016
    Wouldn't it save so much time? And error?? (Ah the number of times I realized I failed to remove that "test criteria"....)
    Jeff Kirkpatrick
    todd_atkinson
    Contributor ⭐️⭐️⭐️
    December 12, 2016
    I too would sure appreciate the ability to add filter criteria for a specific Account. One important piece would be to ensure that this added filter is reflected in your execution results, probably a given to include it but thought I would comment on it just to be sure.
    melissa_i_959be6
    Contributor ⭐️⭐️⭐️⭐️⭐️
    December 15, 2016
    As someone who just realized she still had a 'test filter' applied to a rule for the last week, I also would love to see something like this!
    alizee
    VIP ⭐️⭐️⭐️⭐️⭐️
    July 19, 2024

    This has been stuck in discovery mode for a while, it still feels current even in an HRE world.

    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.
    dayn.johnson
    VIP ⭐️⭐️⭐️⭐️⭐️
    August 15, 2024

    How am I just now seeing this idea, when it’s 7 years old already! Feels like an easy win that could be added throughout Horizon elements (can definitely see use cases for DD, Dynamic JO, reports, etc. that would be huge timesavers.

    Having to dig into filters (and remember to remove them) to test creates more bad than good.

    Staff CS Content & Comms Manager, 2x Gainsight CS Ops Product Council Member
    matthew_lind
    VIP ⭐️⭐️⭐️⭐️⭐️
    August 16, 2024

    That time you saw an Idea that seemed so clear in its impact that you can’t believe you hadn’t voted on it previously.

    Concurring with @darkknight from 7 years ago: I often find myself editing rules and adding filters so that I can test them quickly. That anxious feeling arrives after testing that says “Did I back out all of my filters?”

    The benefit to admins is clear. The additional benefit to Gainsight itself is the reduced load when running Test mode rules; speedier rule runs and reduced CPU consumption is a win all-around.

    Making people their best....currently disguised as a CS Ops Architect. How can I contribute to your success?