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Rule Templates (Beta)

Note - BETA Article

Please note that this is a BETA document. You might notice changes in the final version of this document.

If you have any feedback, feel free to share with us at docs@gainsight.com.

 

Overview

Rules Engine includes well-built rule templates with a variety of use cases for creating attractive and actionable rules. You can select existing rule templates into Horizon Rules and create new ones. To access rule templates, navigate to Administration > Rules Engine.

Example Business Usecase: Consider a scenario where a non-technical admin, new to rules, needs to create rules. With the help of rule templates, they can select any existing template that matches their requirements, resulting in a hassle-free experience. To learn about various use-case scenarios, they can also explore other workflows that are included in the current templates.

With Rule Templates, you can do the following:

Select a Template

When creating rules, it is recommended to select from existing rule templates based on the required use case scenarios for a hassle-free experience.

To select a rule template:

  1. From the Create Rule drop-down, select Get Started with a Template. The Create a rule using templates dialog box appears.
  2. Select the desired template. The preview of the selected template appears in the Preview pane.

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As an admin, you have two options for rule creation:

  • Use an existing template: Select a pre-defined template to quickly establish rules.
    OR
  • Create your own rule: Click Create from Scratch to create a custom rule according to your specific requirements as mentioned below:
    • (Optional) Click Create from Scratch to exit from the templates and redirect to the Rule Details page to create your own rule.

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  1. Click Use Template. The selected template’s configuration page appears.

rule template 1 (1).png

  1. (Optional) Click the edit icon to change the template name.
  2. From the folder drop-down, select the folder type in which you want to store this rule.
  3. (Optional) Update the configuration fields highlighted in the template.
  4. (Optional) Schedule the rule to a daily, weekly, monthly, or manual cycle.

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  1. Select your rule based on the desired schedule (daily, weekly, or monthly), and click Publish Rule. The rule gets listed on the rules list page and gets run on the selected scheduled period.
  2. If you select the rule manually, click Publish and Run Rule

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  • You can either publish the rule and run it later from the Rules List page or click Run Now to run the rule. 

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Customize Templates

In addition to the available templates, you have the flexibility to create more complex rules through customized templates.

To customize a template:

  1. From the Create Rule drop-down, select Get Started with a Template. The Create a rule using templates dialog box appears.
  2. Select the desired template. The preview of the selected template appears in the Preview pane.

Rules Manager 2024-01-28 at 12.31.19 PM.jpg

  1. Click Use Template. The selected template’s configuration page appears.

rule template 1.png

  1. Click Go to Custom Mode to customize the template. Once you switch to custom mode, you cannot go back to the template mode.

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  1. In the warning dialog box that appears, click Proceed to Custom Mode to confirm your choice.
  2. In the Rule Details page, customize the template as per the requirement.

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