The Rule Chain feature helps simplify the process of scheduling groups of related rules that you need to run in a particular sequence. With Rule Chains, ‘Rule B‘ automatically starts as soon as ‘Rule A’ completes, and there’s no need to schedule them separately. Rule Chains are helpful, for example, if you are loading usage data via rules, and then you want to trigger CTAs based on that usage data.
You’ll continue to configure and modify individual rules in the List View, but do not schedule them.
Parent and Child Rules:
With Rule Chains, we’ve introduced the option of configuring parent and child rules. For every rule, you can add a child rule. This is discussed in detail in the procedure below.
- You can add a maximum of 20 rules to a rule chain.
- A rule can be added to a maximum of five Rule Chains..
- Rules that are already scheduled will have their schedule deleted when they are added to a Rule Chain.
You can drag-and-drop rules in a rule chain.
To create a Rule Chain:
1. Go to Administration > Rules > Rule chain view > + Rule Chain.
2. Enter details for the following fields:
- Name: The name of Rule Chain being created.
- Description: The description of the Rule Chain being created.
3. Click CREATE. A card with the new Rule Chain name appears.
From this card:
- Switch the Rule Chain status ON or OFF.
- View the scheduled Rule Chain date and last run status.
- View the number of rules associated with the selected Rule Chain.
- Click VIEW to view the rules associated with the Rule Chain.
4. Click the Pencil icon to add rules that should be part of this rule chain.
5. From the Select drop-down box, search and select the rule that you want to add in the Rule Chain. The rule automatically gets added to the Rule Chain. Rules that are already a part of another Rule Chain will not appear in the Select drop-down box.
The following image describes how the Load to Usage Data from MDA rule is added to the Rule Chain being created.
6. Click SAVE. In addition, you can click UNDO to obtain the last saved state of the Rule Chain being created.
7. (Optional) You can click the + icon to add a child rule. Also, you can click the Unlink icon to unlink a rule from a Rule Chain.
- In the example below, if rule number 2 fails, rule number 3 (child rule) will not be executed.
- All rules at the same level will be executed and are not dependent on the success of the previous rule. For example, rule number 4 will execute even if rule number 2 or rule number 3 has failed.
8. Click SCHEDULE and enter the following details:
- Start Date: The start date of Rule Chain execution.
- End Date: The end date for Rule Chain execution.
- Preferred Time: The preferred time for Rule Chain execution.
- Email results to: The email addresses to which Rule Chain results are to be sent.
9. Click CREATE. A card similar to the following image is created:
10. Click the Run icon and enter the following details:
- Rule Chain Date: The date on which Rule Chain will be executed.
- (Optional) Select Test Run to check the results of the rule without actually making changes to your production data.
- Send a copy of Rule Result email to: Enter email address to send a copy of the rule results to.
- Include Gainsight support checkbox: Select this to send rule chain execution details to Gainsight support.
11. Click RUN.
- When running a rule chain manually, the calendar icon does not allow you to click in and choose a date for rule execution. (Est. fix timeframe: mid-May)
- The date format current accepts YYYY-MM-DD.
- It's possible Rule results emails and rule success emails may not trigger in the precise order that the rule chain actually executes.