Rules Engine Horizon Experience - FAQs

What are the key benefits of Horizon Rules? 

Horizon Rules provides the following key benefits:

• Simplified Admin Experience. 
• More powerful capabilities for Admin Users.  
• Faster processing. 
• Improved Visual Experience for Creating Rules.
• New, Simpler Single Object Flow Option.
• Improved Data Preparation Experience.
• Visual Action Setup.
• Ability to update CTA & Success Plans via Rules.
• Enhanced Field Mapping Experience.
• Visual Execution History Including Enhanced Logs.

What are the new features coming up with Horizon Rules?

Gainsight has redesigned the Rules Engine, powered by Gainsight Horizon Experience. The new Rules Engine comes with enriched visual experience  to make it easier for the admins to build and understand rules. In addition to enhanced user experience, new features are added  and the  existing functionalities are improved.

• Creating Rules is now more visually simple and easier.
• Single Object Flow.
• Enhanced Data Preparation experience and more.
• Enhancements to Action Setup.
• Ability to update CTA & Success Plans via Rules.
• Enhanced field mapping experience. 
• Visual Execution history including enhanced logs.

For more information, visit the Change Document for Rules Engine Horizon Experience. 

Do I need any upgrade for the Horizon Rules?

No, it will be an automatic upgrade. Customers who have signed up for the beta program will see a new workflow to create Horizon Rules in addition to the existing Bionic rules. Gainsight will send an email notification when the feature is enabled in your org. After the beta program, all the customers will get a chance to experience and understand Horizon Rules before it is made generally available.

What will happen to Bionic Rules?

After a period of co-existence with Horizon Rules, any Bionic Rule will be converted to Horizon Rules. Over a period of time, all Bionic Rules will be replaced by Horizon Rules. All your existing Rules will be converted and you do not need to create any new rule manually. 

Can I try the new Rules Engine Horizon Experience in the Sandbox environment to get familiar with it, before the upgrade happens?

Yes. Reach out to your CSM if you want your sandbox environment to be part of a beta program. Also, when we enable Horizon Rules for all customers, Gainsight to give enough time to familiarize yourself with Horizon Rules while having Bionic Rules open.

Which editions of CS are getting this upgrade?

The updated end-to-end Horizon Rules Engine will be available for NXT customers only. 

 Note: Phase-1 of Horizon Rules Engine (Rules list, chain, summary ribbon,  etc.), was available for both NXT and SFDC edition customers.

How to determine if I am on the old UI or New Rules Engine Horizon Experience UI?

OLD UI looks something like this:

NEW UI will now have new look something like:

As an admin, do I have any option to upgrade the Rules Engine to Horizon Experience, earlier than the upgrade date?

Yes, admins can migrate a rule created using Bionic Rules to Horizon Rules. Before activating the migrated Horizon rule, admins can test-run the Horizon rules to see if they work correctly.

Once the migration is complete, both the original Bionic rule and the newly migrated Horizon rule are displayed on the Rules List page, distinguished by a tag. However, the Horizon rules are inactive by default. Admins can test the migrated Horizon rules and use the Status toggle button to activate them.

Once the Horizon rule is activated, the Bionic rule is deactivated automatically. For more information on how to migrate rules, refer to the Migrate Bionic Rules to Horizon Rules article.

What resources are available to learn about Rules Engine Horizon Experience?

You can refer to documentation, to learn about the Rules Engine Horizon Experience.

What happened to Load to Company Person / Load to Relationship Person actions?

The Load to Company Person / Load to Relationship Person action types have been deprecated in Bionic Rules a while ago. 

For more information,  refer to the latest announcement here - Gainsight NXT Release Notes 6.33 July 2022. These actions will be migrated to the Load to People action type with no functionality changes in Bionic Rules itself. The deprecated Actions Types will not be available in the Rules Engine Horizon Experience. 

When will all of my Bionic rules be migrated to Horizon rules?

The following table describes the upcoming milestones related to the migration of Bionic rules to Horizon rules:

Are there any known gaps or differences between Horizon Rules and Bionic Rules?

For information on any gaps or differences between Horizon Rules and Bionic Rules, please refer to the actively updated post in our Community group here. Click Request to join, and you will be added to the group promptly.

What is the difference between Single Object Flow and Data Preparation Flow?

The Single Object Flow and Data Preparation Flow exhibit distinct characteristics and functionalities.

In Single Object Flow, data is imported from a single object where a dataset already exists or is stored. It serves as a means to access and work with data that is already structured and available. 

On the other hand, Data Preparation Flow allows you to transform, merge, and union data from two different objects to create a dataset. This feature enables data exploration, analysis, and the ability to assess its usability, ultimately making it a permanent asset throughout Gainsight.

Here are the key differences between Single Object Flow and Data Preparation Flow:

1. Criteria Limit: Single Object Flow has a maximum limit of five criteria, whereas Data Preparation Flow allows up to 50 criteria to be defined for data processing.
2. Field Filter Input Type in Horizon Rules: The Single Object Flow supports the field filter input type in Horizon Rules, enabling more precise filtering based on specific criteria.
3. Handling RichTextArea Field: Data Preparation Flow offers the capability to remove HTML tags and convert a RichTextArea field into plain text.
4. Dropdown or Picklist Field Handling: In the data preparation step, if a dropdown or picklist field is utilized, a workaround is provided by duplicating the field and converting it into a string. This enables the viewing of both the GSID and its corresponding string value, enhancing data visibility and understanding.

By understanding these distinctions, users can leverage the appropriate features and functionalities offered by Single Object Flow and Data Preparation Flow, depending on their data requirements and objectives.