Configure Rules (path)

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This path walks you through an overview of Rules Engine, task creation, how to aggregate/transform/pivot usage data with Rules, export to S3 from Rules, use a Formula Builder in Rules Engine, Custom Grouping, Time Series, and so on. The documents are sequenced for a new user configuring Rules from beginning to end.

Pages: 9

Getting Started with Rules Engine
This article walks you through an overview of Rules Engine, task creation, how to aggregate/transform/pivot usage data with Rules, export to S3 from Rules, use a Formula Builder in Rules Engine, Custom Grouping, Time Series, and so on. The documents are sequenced for a new user configuring Rules from beginning to end.
Create Tasks in Rules Engine
This article provides guidelines on how Admins fetch data from Matrix Data Architecture (MDA) and perform actions using Gainsight’s Rules Engine that has the capability to transform fetched data in various ways and execute actions with a single Rule.
Merge Tasks using Rules Engine
This article explains how Gainsight’s Rules Engine integrates raw customer data into Gainsight, and performs multi-step data transformations with a merge option that transforms the data into a polished, actionable dataset.
Transformation Tasks in Rules Engine
This article explains how you can create Transformation tasks in Rules Engine.
Formula Fields in Rules Engine
This article reviews the Formula fields supported in Rules Engine. After reading this article, you can apply various formulas to data.
Pivot Tasks in Rules Engine
This article explains how you can transform data into a polished, actionable dataset in Rules Engine using the Pivot tasks with a scenario.
Export to S3 from Rules Engine
This article explains how you can export an output dataset from Rules Engine to Amazon S3 bucket.
Schedule and Execute Rules
This article explains how to schedule your rules.
S3 Dataset Task in Rules Engine
This article provides guidelines on how Admins can create a dataset by fetching data from a csv/tsv file in any bucket configured in Connectors 2.0 or Gainsight management.