When you download a pre-built rule, the system displays the rule details, including which fields and filters, action type, and field mappings the rule acts on. Some of the Rule assets require using or creating a custom field in your org. A list of the custom fields and their corresponding objects, field labels, API names, and so on, are available here.

The following procedure explains how to import Rules from Vault into your own org. Perform the following steps to download rules from vault:
  1. Navigate to Vault, and search/browse for the asset.
  2. Click the name of the rule that you would like to download, or click the download icon on the far right of the rule name. (The Gear icon on the left represents rule type assets.)
  1. The Rule Criteria screen displays the following:
  • Rule Description (optional): describes the purpose of the rule.
  • Object: the object on which the rule is created.
  • Show Fields: the fields that are in the Show section of the rule.
  • Filters: the fields that are applied as filters for the rule.
  • Advanced Logic: apart from filters, advanced logic, if any, is applied to the rule.
  • Apply to Gainsight customers only: indicates if the rule will be applied only to customers in your Gainsight org.
  • Account Lookup: represents the object for which there is an account lookup.
  1. The Rule Actions screen displays the action types that are defined for the rule.
  1. Click CONFIGURE to configure Field Mapping, Value Mapping, and Open Value Mapping.

Note: All the field and values of Rule in Vault are automatically mapped to your instance. For the fields and values that are not automatically mapped, the user will be navigated through the CONFIGURE screen to map them. The CONFIGURE screen is divided into three parts:

  • Field Mapping: to map fields in an object.
  • Value mapping: to map values for fields in the rule.
  • Open Value mapping: to map any lookup fields used in the rule.

If all of the fields and values are mapped automatically, you will see a DOWNLOAD button instead of a CONFIGURE button.

  1. Click Download. Navigate back to Administration > Rules, to view the downloaded rule asset, which is, by default, in an Inactive state.
  2. To view Inactive Rules, check the Inactive box as shown in the following image.

Notes:

  • You must complete scorecard or usage data configuration to download rules related to scorecard and usage data. Otherwise, you will get the following message.
  • Rules in Vault support only SFDC objects, and only the following actions are available: Call-To-Action, Load to Customers, Load to Milestone, Set Score, and Load to Usage data.

8. Click CONFIGURE. If the report contains custom fields, you have an opportunity to map those fields to the corresponding fields in your org.

The CONFIGURE screen is divided into three sections:

  • Field Mapping: to map fields in an object.
  • Value mapping: to map values for fields in the report.
  • Open Value mapping: to map any lookup fields used in the report.

In case each of the field and values are mapped automatically, you will see a DOWNLOAD button instead of a CONFIGURE button.

9. Click Download.

10. Navigate back to Administration > Report Builder, to view the downloaded report. You may make modifications to the report as necessary.