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Catch-up on Rules Engine Enhancements

August 2019 : 6.5 Release

Rules Engine is designed to improve your underlying customer data to produce superior customer outcomes. It can perform powerful multi-step, in-memory data transformations for large datasets in Gainsight within one rule. Transformations include aggregations, multi-dataset merges, formulas and time-series calculations; helping your team to better identify meaningful data signals.

  1. Introducing ‘Load to People’ Action type: Admins can use the new Load to People action type to load data to the Person, Company Person or Relationship Person objects. 

    By introducing this Action Type, the Load to Company Person and Load to Relationship Person action types are deprecated. If you have created any rules with these action types, the rule will continue to run. However, you cannot create any new rules with these action types.  

    Business Use case: Previously, to load data to the Company Person and Relationship Person objects, you had to create two actions for each object. You can now create a single action, which loads People data to both the objects at the same time.

    Key Configurations: 

  • The Load to People Action type consists of three sections; Person, Company Person, and Relationship Person. You can choose the object to which you want to load data. Data must be loaded in the following order; Person object, Company Person object, Relationship Person object.
  • While loading data to the Person object, it is mandatory to map the Email field. You can also add derived mappings, if required.
  • While loading data to the Company Person object, it is mandatory to map the Company Id field. You can perform this mapping by using the derived mappings.
  • While loading data to the Relationship Person object, it is mandatory to map the Relationship Id field. You can perform this mapping by using the derived mappings.

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For a detailed step by step instructions on how to setup Dataset for this rule, and then setup this action, refer to the Load to Person Model using Rules Engine Action Type article.

July 2019: 6.4 Release

The Rules Engine is designed to improve your underlying customer data to produce superior customer outcomes. It can perform powerful multi-step, in-memory data transformations for large datasets in Gainsight within one rule. Transformations include aggregations, multi-dataset merges, formulas and time-series calculations; helping your team to better identify meaningful data signals.

Note: The following feature was released in the 6.3.X patch.

  1. Ability to add or subtract a date: You can now perform addition and subtraction operations on a date. These operations can be performed either on a date used in the dataset, or on the rule execution date. You can add or subtract any number of days or weeks to a date.
    Business use case: You can create a field as Renewal Reminder which displays a date which is 30 days prior to the Renewal date field. You can use the Renewal Date field and subtract 30 days from this field.

    To use this enhancement: 
    1. Create a rule.
    2. Create a dataset with date fields.

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  1. Click + TASK and select Transformation.
  2. Select the Dataset created in Step 2 as the source object (here Fetch from Account)
  3. Expand Date formulas.
  4. Drag and drop Add / Subtract Date to Show section.
  5. Enter a name in the Output Field Label field.
  6. Select a date field either form the Dataset or Rule Date.
  7. Select either the + or - operator.
  8. Enter a number in the Value field. 
  9. Select either Days or Weeks in the Value field.
  10. Click SAVE.

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May 2019: 6.3 Release

The Rules Engine is designed to improve your underlying customer data to produce superior customer outcomes. It can perform powerful multi-step, in-memory data transformations for large datasets in Gainsight within one rule. Transformations include aggregations, multi-dataset merges, formulas and time-series calculations; helping your team to better identify meaningful data signals.

  1. Ability to change Column Headers in S3 Dataset: Previously, you could not change the Column Headers of the source file in an S3 Dataset. With this release, you can now edit the column header of source file in S3 Dataset. After you change the column header in the S3 dataset, be sure to make the corresponding update in the source file, located in the S3 bucket. During rule execution, if a column has a different name in the S3 dataset and S3 bucket, the rule execution fails.

    To use this enhancement:
    1. Create an S3 dataset.
    2. Configure the fields and click LOAD COLUMN DETAILS.
    3. Modify the field names under the column header.

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April 2019: 6.2 Release

Rules Engine is the control room for business automation. The Rules Engine is where Admins can build business rules to trigger CTAs, update scorecard measures, send emails and pull data from any object into a Gainsight object. Rules analyze data from SFDC or Gainsight sources or from the Matrix Data Platform. The Rules Engine only functions with source objects that are related, either through Master-Detail or Lookup, to the Salesforce Account object. Rules can only reference one object at a time, plus the Account and/or CustomerInfo object.

  1. pasted image 0 (1).pngAbility to Create Folders in Rules Engine: With this release, you can create folders in Rules Engine to organize your Rules. All the folders are displayed in the left pane on the Rules List page. The folder to which a Rule belongs to is displayed against the Rule Name. By default, Gainsight provides you a folder known as Uncategorized. All the existing Rules are part of this folder, by default. You can neither modify the name of this folder nor delete it.

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You can create new folders and move the existing rules into the new folder. You can nest a folder in another folder; up to a single level of nesting is allowed. You cannot create folders in the default Uncategorized folder. You can perform the following tasks with folders.

  1. Create Folder

    To create a new folder:

    1. Click the + icon.

    2. (Optional) Select the folder under which you want to nest this folder.

    3. In the Folder Name field, enter a name for the folder.

    4. Click ADD.

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The above image illustrates the maximum level of folder nesting. A folder nested under another folder (and not directly under the Home folder), can have the same name as its parent folder. However, two custom folders which exist at the same level under the Home folder cannot have the same name.

  1. Move Rules to Folder

    Once you create a folder, you can move the Rules into the newly created folder. A rule cannot be part of multiple folders. To move the rules to a folder:

    1. Select the check box for the required rule(s).

    2. From the MOVE TO folder, select the required folder.

    3. Click OK.

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  1. Delete Folders

    You can delete a folder if it has no other sub folders under it or does not hold any Rules. You cannot delete the Uncategorized folder. To delete a folder, select the required folder and click the delete icon.

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  1. Folder for new Rules

    The New Rule page is now updated with the Folder field. You can now select a folder for the new rule. If no folder is selected, the Rule is moved to the Uncategorized folder.

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  1. Integration of Gainsight Analyzer with Rules Engine: Previously, to scan a rule you needed to navigate to the Gainsight Analyzer page. However, with this enhancement you can now scan rules from the Rules list page. A new scan icon has been introduced for every rule to accomplish this.  

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When you click the scan icon for a rule, you are navigated to the Rules Analyzer page and you can view the scan results for that particular rule.

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You can also scan a rule from the Rule Preview page.

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  1. community logo.pngAbility to Archive files in S3 Bucket: Previously, a file stored in the S3 bucket remained there even after it was used in a rule execution. You had to either manually delete it or replace it before the next execution.

    However, with this release Gainsight provides you the option to archive the used files. A Do Not Archive check box has been introduced. When you do not select this check box, used files are automatically moved to an archive folder. The Archived File Path field is also introduced as a part of this enhancement. You must specify a path for the archived folder. A new folder is created in the specified path.

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By default, the archived folder is created at the same level at which the source file is located. For example, if your source CSV file is located immediately in the S3 bucket and not nested in any folder, the archived folder is created at the immediate level in S3 bucket. If your source CSV file is nested in a folder, the archived folder is also created at the nested level. You can modify the default path, if required.

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IMPORTANT:

  • By default, the Do Not Archive check box is selected. You must clear the check box to archive files.

  • For a custom bucket, Gainsight must have the required permissions to create a folder in your S3 bucket. If Gainsight does not have the required permissions, the rule is executed but the archive folder is not created.
     

  1. Ability to use “Includes” operator for String fields: Previously, you could not use the Includes operator on String fields, while applying filters in a Dataset. As a result, you had to include the required string field multiple times in the filter section for each option to be filtered. For example, in the Name field of the Company object, if you wanted to filter data for three names, you had to add the Name field thrice to the filters section.

    However, with this release Gainsight has introduced the Includes operator for filtering. You can use this operator to include multiple filter values in a single filter. This enhancement is applicable only for MDA objects.

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