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naquiyah_cash
Contributor ⭐️⭐️⭐️⭐️
December 14, 2015
Question

Downloading list of CTAs from rulesengine

  • December 14, 2015
  • 1 reply
  • 55 views
Hi All

Does anyone know how we can download this list?

Naquiyah

    1 reply

    sdrostgainsightcom
    Gainsight Employee ⭐️⭐️⭐️
    December 14, 2015
    Hello Naquiyah - 

    You can create a report in Reports 2.0 on the object where the rules are stored:

    The object name is "Automated Alert Rules" - my screenshot is attached.  Things to know:

    1. The 'RelatedId' field is the one with the Rule Name in it.

    2. You can't really output what the rule does (specific fields it selects and the actions it does) - that's all code stored in a single long comment field that won't tell you much.

    3. You can pull valuable info, though - look through the fields that I didn't add to the report as well - most are self explanatory, at least when you drop them into the report and take a look.

    Hope that helps!

    Scott Drost
    Gainsight

    Scott Drost, Gainsight -- Principal Customer Success Architect