This article supports Gainsight NXT, the next evolution of the Customer Success platform. If you are using Gainsight CS Salesforce Edition, you can find supporting documentation by visiting the home page, and selecting CS > Salesforce Edition.
Not sure what your team is using? Click here.
IMPORTANT - Articles Impacted due to 6.34 October NXT Release
Due to the v6.34 October, 2022 release, this article has been impacted. Steps, images, and playable GIFs in this article will soon be updated to reflect the latest changes.
For more information about the latest UI changes, click here.
This article is the third in a series of Timeline configuration articles. Gainsight recommends that you first refer to the initial articles before proceeding with this article.
This article explains how you can use the Activity Timeline object to create a Rule using the Timeline data.
Activity Timeline is a system object which holds all of the information about Timeline activities. This object also has lookup to other important objects like Company, User, and Relationship. You can use this object to create a rule using the Timeline data.
This article explains the process of creating a Rule to fetch all of the Activities for a specific Reporting category.
To create Rule:
- Navigate to Administration > Rules Engine.
- Click + RULE.
- Enter the following details:
- Rule For: Select Company
- Rule Name: Enter a name for the rule.
- (Optional) Description: Enter a description.
- Click NEXT.
- Click DATASET.
- Select Activity Timeline as the source object.
Drag and drop the Activity Date and Type Name fields to the Show section.
You can add additional fields as required.
- Drag and drop the Reporting Category field to the Filters section.
- Add a reporting category name (here advocacy)
- Click SAVE.
This Dataset now fetches only those Activity types which belong to the Advocacy Reporting category.