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Gainsight Inc.

Merge Tasks in Bionic Rules

Merge Tasks

Bionic Rules integrate raw customer data into Gainsight and design multi-step data transformations with a merge option that transforms the data into a polished, actionable dataset.

Note: Merging a dataset to itself (Self-Merge) is not supported in Bionic Rules.

Create Bionic Rule

  1. Navigate to Rules Engine > RULES LIST tab > Click +RULE.

  1. In the Edit Rule screen, enter the required information in the fields available. In this use case, the following information is used as example:

  • Rule Type: Bionic
  • Rule For: Account
  • Rule Name: merge task = sfdc + mda
  • Description: [Optional]

  1. Click NEXT. The Setup Rule screen is displayed.

Create Data Set 1 (Fetch Task 1)

  1. Click DATASET TASK to create data set 1.

  1. Enter Task Name (here it is fetch from sfdc), Task Description (Optional), and Output Dataset Name (here it is fetch from sfdc).
  2. Select Account as the source object, add fields in the Show/Filters sections and click SAVE as shown in the following image.

 

  1. Click to go to the Setup Rule screen where you can view the first fetched dataset that is performed in this Bionic Rule.

 

 

 

Create Data Set 2 (Fetch Task 2)

  1. Click +TASK > Dataset to create data set 2.

 

  1. Enter Task Name (here it is fetch from mda), Task Description (Optional), and Output Dataset Name (here it is fetch from mda).

  2. Select Matrix Data (MDA).

  3. Select Account as the source object, add fields in the Show/Filters sections and click SAVE as shown in the following image.

 

 

 

  1. Click to go to the Setup Rule screen where you can view the second fetched data set that is performed in this Bionic Rule.

 

 

 

If you click NEXT, it shows the following error message.

Or, if you click Setup Action directly, it will also show the following error message.

The reason behind showing these error messages is for having two output tasks present in the Setup Rule screen and in Bionic Rule, all the outputs must be merged/pivoted/aggregated as there can be only one output task to proceed further. The following sections provide you step-by-step guidelines about how you can merge/pivot/aggregate multiple/single tasks fetched from multiple/single sources to transform a single Bionic Rule.

Merge Task to create a single output

  1. In the Setup Rule screen, click +TASK > click Merge.

  1. Enter Task Name (here it is merge task), Task Description (Optional), and Output Dataset Name (here it is merge task).

  1. In the Criteria section, select the following options for the available fields as used in this example:

    • Merge: fetch from sfdc

    • With: fetch from mda

    • Select Join Type: Retain common records from both dataset
      Note: For information, refer to the Join Types article. 

 

 

  1. Click MERGE ON FIELD. This adds the following fields (entered/selected data is for this use case):

  • Select Source: Account Name, Created Date
  • Select Target: Account Name, Created Date

Show Fields will display the list of Fields and Output Field labels fetched from both SFDC and MDA. You can select Account id (fetch from mda in this example) option from the Account lookup drop-down list. If you want to export this task to S3, select the Enable Export check box. For more information about Export to S3, refer to the Export to S3 from Bionic Rules article.

 

  1. Click SAVE.  The merged task will be available on the Setup Rule screen as shown in the following image.

  2. [Optional] Select the Enable to S3 check box if you want to export it to S3. or more information about how you can Export to S3, please refer to the Export to S3 from Bionic Rule article.

 

Perform Action

  1. In the Setup Rule Action screen, provide the following data as used in this example:

    • Action Type: Load to Milestone

    • Date: Constant/Rule date

    • Milestone: Launch Expansion

    • Comments: [Optional]

  2. Click +CRITERIA. In this example, it is page views > 10000.

 

  1. Click SAVE. For more information on how to set rule actions, refer to the Setup Rule Action Types article.
  1. Click RUN NOW to test the newly created rule. The Run Rule window is displayed. You can mention an email id where you want to receive a copy of the Rule Result and then click RUN.

 

Schedule

Use this option to schedule the execution of this rule in the same way you have scheduled custom rules. If you need additional information about how to schedule an individual rule, refer to the Scheduling Rules article.

See Also:

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