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melissa_i_959be6
melissa_i_959be6
Contributor ⭐️⭐️⭐️⭐️⭐️
March 11, 2016
New Idea

Within the Rule Engine, you should be able to duplicate an action

  • March 11, 2016
  • 5 replies
  • 66 views
We have 15 different product areas, so many of our rules require 15 different actions - all the same, except one field differentiating the product.  Unfortunately, even though I only need to change one field for each action, I've got to repopulate the 10 other fields 15 different times, from scratch.  The ability to duplicate the action would be a huge time saver for us.

      5 replies

      sdrostgainsightcom
      sdrostgainsightcom
      Gainsight Employee ⭐️⭐️⭐️
      March 11, 2016
      I'll add a vote from an internal voice to this request!
      Scott Drost, Gainsight -- Principal Customer Success Architect
        jared_block
        Gainsight Employee ⭐️
        jared_block
        Gainsight Employee ⭐️
        March 11, 2016
        Great suggestion! +1 on Scott's response!

        A solution that could help save time (if you are sourcing the same object and action type(s)) would be to clone your rule and make small modifications on the 'Show' fields and actions. This way you are not re-creating everything from scratch for every rule. This is a not a perfect solution but should be helpful in several use cases.

        Let us know if you have additional questions.
          samantha_braastad
          samantha_braastad
          Contributor ⭐️⭐️⭐️⭐️⭐️
          August 10, 2016
          This would help us a TON! We have multiple groups leveraging Gainsight and a sort of 'logic tree' for CTA assignment. Being able to simply duplicate the action and then change the owner would be greatly beneficial. 
            zach_davis
            zach_davis
            Helper ⭐️
            December 27, 2016
            Any update as to what release this will be in? Will it come with the bionic rules update?
            abraham_demas
            abraham_demas
            Contributor ⭐️
            October 20, 2017
            This is vital, will saves a lot of time. Most of the times the only difference between actions could be a single field or filter. Being able to duplicate actions is invaluable.
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