Thursday US Admin Office Hours (CS Platform): Oct 10, 2024 - 11am PT / 12pm MT / 1pm CT / 2pm ET - Pre-session Thread

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