Customer would like to delete data in the MDA using Rules Engine.
Understand the risk. Can we get clarity on archive solution?
For now, manual deletion is fine but we are using MDA for automated processes and only want to keep the data we need for our daily CoPilot jobs.
This table can get huge and we don't want to store all of that data in MDA is we don't have to.
+1
+3@jeffrey_boyer / @chris_mudd / @shibani_mehta Attempting to reinvigorate this need/requirement, please assist?
+4@dan_ahrens
+2https://support.gainsight.com/View_More_Categories/GainsightNXT/02Data_Management/02Managing_Data_In_Gainsight/01Gainsight_Data_Management#Deleting_Data_from_a_Custom_Object
I recorded a quick demo of this below. Just apply the filter to show the records that you want to purge and select the delete option. Takes about 30 seconds.
We realize this is not as simple as doing this via rules engine, but wanted to make sure that everyone knew that purging old records is supported today with just a little bit of manual effort.
In cases where you have huge quantities of records (hundreds of thousands or even millions) you can drop a support ticket to Gainsight Support and our tech ops team can help with those large quantities. @keith_mattes
+4+2Can you explain a bit more as to what missing functionality you'd be looking to achieve that a test run function would give you?
+3Example:
XXXX number of records will be deleted that were used in the following items:
*Report Name
*Dashboard Name
*CTA Name
BONUS ADMIN FEATURE: The ability to place records in a temporary state aka "soft delete" (or table) to "test" impact" with ability to "revert" if change/impact too great or undesired.
SUPER BONUS FEATURE: Part of this Archive feature enables the automatic creation of an archive roll-up table with the multi-select option for tables for weekly/monthly/yearly rollup of the data
+1Long story short, “upsert” is taking too long that forces my data load rules to get aborted. Have tried different directions to get around it, but ultimately this functionality would solve it and be a huge win! Either the Rules Engine or somehow deleting in mass via the API, we would love this functionality!
This would be very useful in some of my use cases as well.
A sample is when some data is related to SFDC and we delete from SF it should be deleted on MDA as well... But in an automatic way or by rules.
+1The use case we have for deleting of records is related to data privacy.
We hold some data (including PII) that belongs to our customers and they can withdraw consent at any time, after which we need to delete the data. The consent status for all customers is included within an S3 file we get daily, and so based off that we would then want to delete relevant data for those where consent = false. Also churned customers should have the data deleted within 90 days.
Currently it looks like we will need to anonymise the data instead, as deleting isn’t possible?
+3Just wanted to call out that Administration / Data Management does support deletion of records in bulk.
https://support.gainsight.com/View_More_Categories/GainsightNXT/02Data_Management/02Managing_Data_In_Gainsight/01Gainsight_Data_Management#Deleting_Data_from_a_Custom_Object
I recorded a quick demo of this below. Just apply the filter to show the records that you want to purge and select the delete option. Takes about 30 seconds.
We realize this is not as simple as doing this via rules engine, but wanted to make sure that everyone knew that purging old records is supported today with just a little bit of manual effort.
In cases where you have huge quantities of records (hundreds of thousands or even millions) you can drop a support ticket to Gainsight Support and our tech ops team can help with those large quantities. @keith_mattes
+1.
we have an option to delete the records from Data Management.
+1
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