Gainsight NXT - Articles Impacted due to July, 2023 Release
IMPORTANT UPDATE: Our documentation is being updated to match the new July 2023 release (v6.37) navigation changes. Technical Communication team is working diligently to align everything as soon as possible. Thanks for your support.
For more information about the latest UI changes, click here.
This article explains how to set up different rules actions.
Gainsight recommends reading the configuration of the Rules Details, Data Setup, and Schedule steps before reading this article. For more information, refer to the Create New Rule section of the Rules Engine Horizon Experience Overview article.
The following are the types of actions available in Rules Engine:
- Call to Action (Create)
- Call to Action (Close)
- Load to Company
- Load to User
- Load to Gainsight Object
- Load to People
- Set Score 2.0
- Load to Relationship V2
- Load to SFDC Object
- Call External API
- Load to PX
- Load to Survey
- Load to Scorecard History
- Load to Success Plans 2.0
- Load to Cases Action Type
- Load to Activities
- Load to GS Opportunity Action Type
- Load to GS Lead Action Type
- Update CTA Action Type
Note: You can add a maximum of 50 Action Types for a rule.
Gainsight has Customize Mapping options for admins who want to modify the incoming picklist values. Admins can cancel this option If they want to map the same picklist values.
By default, this checkbox is selected for a rule with a cross data source picklist, and mapping is mandatory. For the same picklist values, this checkbox is not selected.
Note: Gainsight does not display any inactive picklist values because they can cause rules to fail.