Hi Scott,

I am still having issues with the CTA History real time rule.  I was asked to open it up to all CTAs yesterday which I did and it seems to be running well.  I noticed some odd things when running the report that I would like to show you.  The managers want to be able to run reports and track every time the status changes, not the end of day status like we have discussed.

Thanks,

Nathaniel

Hi Scott
Would love some help creating the API for posting NPS results into Slack (Webhook on Salck already created). 

Thank you 
Sarit 

Hi Scott, I’m having trouble using the “Login as User” function in sandbox. Production works ok, and I’m a super admin in both instances. The dropdown option just doesn’t appear in sandbox and I can’t figure out why.  The user I’m trying to impersonate is active, and has either Full or Viewer license, I tried both.

Hello @nfcavanaugh , @SaritDUC and @justo.casablanca -- having to delay today’s session a day due to no voice.  We’ll still start with your questions - no need to repost to the new thread (link below), and the Zoom link is the same.

So sorry for the change - was hoping I’d get the voice back thru the morning but no luck.

Note - running it an hour earlier tomorrow than the usual time slot.  If you can’t make it, let me know here and I’ll try to track down some info for you -- in particular, I should be able to find an answer for you, @justo.casablanca if you haven’t already opened a support ticket and gotten an answer.

Thanks for the understanding,

Scott

Thank you @sdrostgainsightcom 
Feel good. see you tomorrow. 

Hi Scott, 

I need some help with one of the Data Designs that you previously helped me with. I have some questions about the results and need help understanding which field to use for the “count”.  

Thank you! 

Kellie

@sdrostgainsightcom I hope you feel better!!  See you tomorrow!

Hi Scott,

1. As I understand it, in the rules engine each action operates on “one record at a time”, is this correct? I know how to successfully invoke an external action that creates or updates a single record, but how would I bulk create/update records via a single external API call, if the rules engine is invoking the external action 1 record at a time?
2. Could you demonstrate how to execute a rules engine rule from an external action API call?

Hi Scott,

Hope you’re feeling better today!

I wanted to confirm how to set up a Scorecard Measure so that if it’s NA it will automatically be red.

Thank you,

Chae

Hello all -- still having voice issues today so not going to hold the live session as I’d hoped -- but I’ll rest it through the weekend and we will return on Tuesday as regularly scheduled.

HOWEVER, IN THE MEANTIME, I will start trying to post answers here for all questions as best I can -- I will DM some of you if I have specific questions before answering as well - thank you for the flexibility, @nfcavanaugh @SaritDUC @justo.casablanca @knestorsson @chae.stewart 

@sdrostgainsightcom Get better!!!!!  I hope you can enjoy the weekend!

Hello @justo.casablanca -- I can clear up the confusion around using Login-as-User in your Sandbox - it’s a nuance, and not one that’s well-explained in current documentation, but I’m working on getting that updated separately.

The short version:  before you can use this in your Sandbox, you will have to refresh it -- this is because:

• Login-as-user became available when we rolled out the “Gainsight Application Suite SSO” framework.  This was a “quiet conversion” in Production instances that then allowed for “Login-as-User” option to appear.  HOWEVER,
• Sandboxes are only be enabled for the Gainsight “app-switcher” when they have been refreshed from the enabled Production instance.  Your sandbox is about a year old, so the option isn’t appearing there.
• What you will see after refreshing your sandbox is the App-Switcher icon in my screenshot below - if you don’t have other Gainsight products like PX or CC, etc., that switcher won’t even appear until you have a newly-refreshed sandbox.
  • If you do have other GS products and have that app switcher, the Sandbox still won’t appear until the refresh.

I don’t believe that an existing sandbox can be migrated to the Gainsight App Switcher from the back end, but I’ll ask to find out in case there’s anything blocking you on refreshing your sandbox in the near future and we’ll see.

Sorry to be the bearer of bad news here, but hope that gets things cleared up, and least, and as I noted, working on getting Product team to stop branding the app-switcher as “SSO” since that gets confused with tech-stack SSOs like Okta, etc.

@SaritDUC , if you can give me some basics around what you are looking to do, I can probably give you the general outline of what the External Action would look like for posting to Slack.

Are you trying to post to the same channel every time in Slack?  Like, 90 days before renewal, post to the “Upcoming Renewals” channel “customername is due to renew on renewaldate” -- current health score is healthscorecolor” -- something like that?  or posting when a new CTA is createde? Let me know!

@sdrostgainsightcom 
feel good. mine can wait till next week. 
we started looking at it and the first step you had mentioned was to get the Webhook created in Slack (that was finally done), now I just need help writing the API script for the post. 

Have a good restful weekend. 
See yo next week. 

Taking up your next questions, @justo.casablanca :

1. Multiple records via REST API/External Actions via Rules Engine -- there’s no way to get the rules Engine to string together a set of actions and create the single-call, rolling JSON package that’s shown in
   https://support.gainsight.com/gainsight_nxt/API_and_Developer_Docs/Timeline_API/Timeline_APIs#Bulk_Activity_Save_API
   
   There are limited Bulk-Create endpoints in Gainsight (Timeline being one of them) but External Actions being designed for using the rules engine to update other applications 1-at-a-time via REST API call, as useful as it is for turning it back inwards to our own APIs, isn’t meant to work like an ETL-type tool for different types of API calls.  If needed, perhaps look at dropping a file to S3 where you (or someone on your IT data team) can have an API tool pick up the CSV and push it back as a bulk call.
   
   I assume this question comes as a result of getting “too many API calls attempted per second” error messages when running with a lot of data?
    
2. Execute a Rules Engine rule via External Actions -- I am guessing you mean kicking off a new rule by having an existing rule “ping” it via External Action-to-Gainsight-Event as the final action in this “kickoff” rule?  Or maybe kicking off a rule chain?  Looking in my test org now to see if that’s still possible (the danger, due to that 1-at-a-time Rule Processing, is that a rule could launch another rule 500 times over if that action isn’t working with a file of 1 record).  I’ll let you know either way -- and if so, will send some screenshots.

One other thought, @justo.casablanca -- is there a reason you want to use an External Action to launch a rule from another rule within Gainsight?

Or am I misunderstanding and you want to use the Events API to have a different application or tool make an API call that launches a rule or rule chain?

Let me know when you have a chance!

@sdrostgainsightcom , my scenario is like this.

What I’m describing below is a monthly process.

1. Consumption data is loaded into a custom object (let’s call it “X”) from CSV file
2. A JO program reads X for email participant and email content data, but only for records where dEmail Sent] != True
3. JO sends the emails

All the above is already operational.

After the JO sends the emails, I manually execute a rule which sets X.cEmail Sent] = True for all records where it’s currently != True, so that next time only records for whom email has not been already sent make it into the participants list. Same email address participants can reoccur next month, but the email content data may be different in the newly-loaded records next month.

Can I trigger the rule to execute once in the JO program, immediately after the emails are sent?