Tuesday US Admin Office Hours (CS Platform): March 12, 2024 - 1pm PT / 2pm MT / 3pm CT / 4pm ET - Pre-session Thread

. . . and transferring over @justo.casablanca ‘s reminder to me to get the thread started!

The post for today has not been started so here are my questions:

1. I have 2 bionic rules that I believe are not needed, want to review with you. If not needed then I am going to delete them rather than convert them to Horizon.
2. Review: How to find out which accounts have turned from non-red to red recently. I have a prototype data designer that we can walk thru for feedback / corrections.
3. JO email templates – preview is not selecting the right template ’version’, what am I doing wrong? I also submitted a support case # 305171 Sandbox: 2 Problems with JO Email Program.
4. JO email templates – I published the program and all participants failed due to invalid template id, what am I doing wrong? I also submitted a support case # 305171 Sandbox: 2 Problems with JO Email Program.

Hi Scott,

I have a rule with criteria before the action.  The logic is evaluating 1 field called “Has Pkg” for all the data and then 6 combinations of the data as OR statements.  The last combination in the criteria (Q, R, and S) are not being evaluated.  The records that meet that criteria are in the merge data that the action is running off of.   I have tried to change the order of the criteria to put the “Has Pkg” criteria first and also last.  Neither combination works.  I’m not sure how to get this logic to work.   

Current Logic

All records = Has Pkg is Yes

and

Combo 1 = B & C & D

or

Combo 2 = E & F & G

or

Combo 3 = H & I  & J

or

Combo 4 = K & L & M

or

Combo 5 = N & O & P

or

Combo 6 = Q & R & S

I set the filter logic to this:

((A AND (B AND C AND D) OR (E AND F AND G) OR (H AND I AND J) OR (K AND L AND M) OR (N AND O AND P) OR (Q AND R AND S))

And Gainsight changes it to this:

((A AND B AND C AND D) OR (E AND F AND G) OR (H AND I AND J) OR (K AND L AND M) OR (N AND O AND P) OR (Q AND R AND S))

I also have a question about Sandbox refresh if we have time. 

Thanks,

Rhonda

Working on submitting Events via API and need some assistance:

Scott,

The change we made to the advanced logic did not pull in the expected records. 

(A AND ((B AND C AND D) OR (E AND F AND G) OR (H AND I AND J) OR (K AND L AND M) OR (N AND O AND P) OR (Q AND R AND S)))

Any other suggestions?

Thanks,

Rhonda

Hi ​​​@sdrostgainsightcom 

I have already done that.  I see the records I would expect to pull through with that logic in the final merge step that the action it running off of.  I guess I will put in a ticket and see if anyone can help me with this.  

Thanks,

Rhonda