Skip to main content
Discovery

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

Related products:CS Rules Engine
  • December 7, 2016
  • 9 replies
  • 87 views
darkknight
Forum|alt.badge.img+5
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.  
Jeff Kirkpatrick

    9 replies

    dan_ahrens
    Forum|alt.badge.img+2
    • dan_ahrens
    • Expert ⭐️⭐️⭐️
    • December 7, 2016
    Great suggestion!
    VP of Customer Success at Forcepoint
    angela_domenichelli
    darkknight
    dstokowski
    Forum|alt.badge.img+5
    • 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?
    darkknight
    jeffrey_coleman
    Forum|alt.badge.img
    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
    darkknight
    Forum|alt.badge.img+5
    • darkknight
    • Author
    • 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
    heather_hansen
    todd_atkinson
    Forum|alt.badge.img
    • 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
    Forum|alt.badge.img
    • 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!
    darkknight
    alizee
    Forum|alt.badge.img+13
    • 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
    Forum|alt.badge.img+7
    • 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.

    Senior Email Ops @ Recorded Future, 2025 Gainsight CS Ops Product Council Member
    matthew_lind
    Forum|alt.badge.img+11
    • 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?
    angela_domenichelli
    darkknight
    dayn.johnson
    Terms & ConditionsCookie settingsAccessibility statement