This article explains how to schedule your rules. Refer to the articles Setup Rules and Setup Rule Action Types before using this article for guidance on scheduling.

Scheduling and Executing Rules

You have the option of scheduling the execution of an individual rule, or setting up a Rule Chain to handle a group of related rules with a shared schedule.  

Schedule 

  1. Frequency: Daily, Weekly, Monthly, Yearly.  Selecting each check box provides additional options to refine specific days/dates.
  2. Start Date: This will be the first day the rule runs.
  3. End Date: This will be the last day the rule runs (Optional).
  4. Preferred Start Time: This is in the time zone in your SFDC user settings.
  5. Time Zone: Allows selection of the current time zone or UTSC
  6. Send notification email: This will send emails On Success/Failures to additional specified email addresses.
  7. Run for historical periods: If start date provided is in the past, checking this option will run the rule from the selected start date to the present date (see detail below)

Additional Notes for Historical Periods:

When the start date in this scheduler is set to a date in the past, it will also run for the historic period, and load data. Example: If we are querying the number of closed cases per week and loading it into an adoption measure called closed cases, then we could add a filter condition on Close date to say “Close date > Rule Date - 7 days and Close Date < Rule Date”. Now if we create a weekly schedule to run once every week on Sun from 1/1/2014 to 1/1/2015, then we look at the first Sunday from 1/1/2014 and then run the rule with rule date being the first Sunday, and then run until rule date is less than or equal to today.

Run Now

Once a Custom Rule is created, you have the option to RUN NOW. To do this, you will:
  1. Navigate to Rules Engine > RULES LIST tab.
  2. Click RUN NOW. The rule date will default to today's date

  1. Select the Test Run check box if you would like to receive an email with a summarized list of results. 

  1. Select the Include Gainsight support check box if you want to send the execution results to Gainsight support. In addition, you can send rule execution details to the email IDs entered in Send a copy of Rule Result email to.
  2. Click RUN.

Execution History

When looking at a list of rules, you will be able to see the history. If a rule was recently updated to run, but you haven not left this screen, you need to click REFRESH HISTORY.

*Status: Identifies the status of the rule.

*Last Rule Updated By: identifies the last person to modify the rule

*Last Rule Updated Date: identifies when the rule was last modified

* Rule updates will be saved only if a user modifies the rule, or if the user uses the NEXT button to navigate through a rule. If a user navigates through a rule via the breadcrumb trail (tabs) along the top of the rule pages, the user’s action will not be registered as a rule update.

To see the full execution log, expand the rule details where you can see the Action, Status, and Comment columns. 

When you click + icon beside View Logs (as shown in the image above), it shows the detailed information about the execution history of the specific rule.

Notes:

  • Each rule is limited to 200,000 records.
  • Rule updates will be saved only if a user modifies the rule, or if the user uses the NEXT button to navigate through a rule. If a user navigates through a rule via the breadcrumb trail (tabs) along the top of the rule pages, the user’s action will not be registered as a rule update.
  • Bionic Rule Preview displays basic details of tasks, including the link to download the final task output as csv.

Troubleshooting

If you face difficulty saving your rule's schedule, Ensure that there are no quotation marks in the rule's description field.