When constructing a rule in the Rules Engine, you may find you are unable to select action types in the Setup Action section such as Call To Action, Set Score, Load to Usage etc.

The following image shows the Action Type drop-down list.

action type - error.png

This issue occurs when the Account ID field is not referenced in the Show section of the Setup Rule screen.

account id.png

After the Account ID field is added as a reference, you can then select from the complete list of actions available in the Action Type drop-down list in the Setup Action screen.

action type.png

The Account ID field is required in order for the rule to make a successful lookup back to the Account object. Each of the rule actions that were previously unavailable, needed to lookup an account to complete their action. Without this account lookup, it is not possible for these actions to be executed.

account lookup.png