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Rule Action Ordering - sort ranking by number, not string

Related products:CS Rules Engine

Stuart
  • Helper ⭐️⭐️
  • 144 replies

Hi Community,

 

The recent release of the patch enabling the execution order of rule actions is a great enhancement; however, to further improve the UX for admins a couple of tweaks could be made.

Currently on the setup action page, the order in which actions are sorted appears to be with a string sort, as opposed to an integer sort (which would seem more logical).  The result of this means if you have 10+ actions from a dataset, the order would be 1, 10, 11, 2, 3, etc.

 

This really works against a UX principle of making information easy for the user to digest; sure, the numbering is correct and the run order will be correct, but it would be nice to see the numerical order followed here in the UI. Currently, it just looks wrong..

 

In addition, I posted here with a second suggested improvement to allow for the execution order modal to be opened directly within the setup action page (versus having to click into a rule action​ to access the modal).

 

Thanks,

 

Stuart

7 replies

kstim
Forum|alt.badge.img+6
  • Helper ⭐️⭐️
  • 240 replies
  • January 2, 2024

I strongly agree with this suggestion! It’s a bit confusing to see the actions out of order even though they’ll run in the correct order.


Forum|alt.badge.img+2
  • Expert ⭐️
  • 227 replies
  • January 2, 2024

I am not against this idea.

 

But man, what rules are you building that requires 10 different actions beyond a history rule?

 

Since you are building all those actions offer the same soure and they are all the exact same action type you should be able to collapse that down to one with using case statements and pre-filtering.

 

Just an FYI, the longest parts of rules are typically because of the actions. Even if you are filtering down in the action setup. Those action still have to look at every record to determine to process or not.


Stuart
Forum|alt.badge.img+3
  • Author
  • Helper ⭐️⭐️
  • 144 replies
  • January 2, 2024
Wayne wrote:

I am not against this idea.

 

But man, what rules are you building that requires 10 different actions beyond a history rule?

 

Since you are building all those actions offer the same soure and they are all the exact same action type you should be able to collapse that down to one with using case statements and pre-filtering.

 

Just an FYI, the longest parts of rules are typically because of the actions. Even if you are filtering down in the action setup. Those action still have to look at every record to determine to process or not.

 

Thanks for the insight @Wayne, and agreed this specific rule would benefit from case statements! UI still isn’t logical though..


kstim
Forum|alt.badge.img+6
  • Helper ⭐️⭐️
  • 240 replies
  • January 2, 2024

@Wayne The few rules where we have 10 or more actions are mostly for onboarding CTAs where each CTA name and playbook is different for each action, which is why we have so many.


Forum|alt.badge.img+2
  • Expert ⭐️
  • 227 replies
  • January 2, 2024
kstim wrote:

@Wayne The few rules where we have 10 or more actions are mostly for onboarding CTAs where each CTA name and playbook is different for each action, which is why we have so many.

 

Makes sense if you are using different playbooks. This should be an enhancement, as it’d cut down on so many different actions. Man I wonder if creating via API is quicker for this since you’d only need one call instead of all these actions.

 

But, even the CTA name can be done prior and case statement and then tokenize that case statement into your action.

 

I’d also debate that it might even be better to split out the filtering the action is doing into multiple transforms. So that 1 record isn’t having to be checked against X number of actions.


kstim
Forum|alt.badge.img+6
  • Helper ⭐️⭐️
  • 240 replies
  • January 2, 2024

@Wayne Great points!


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  • Contributor ⭐️⭐️⭐️⭐️
  • 27 replies
  • April 10, 2024

This created a confusion among us and it would be great if it is fixed in UI


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