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Transformation Tasks in Rules Engine

Gainsight NXT
Gainsight helps innovative companies protect and nurture their most valuable asset - their customers - with the power of our award-winning platform. With our Customer Success Solution, you can gain deeper insights into customer behavior, operationalize the customer lifecycle, and coordinate actions and results across teams.

This article supports Gainsight NXT, the next evolution of the Customer Success platform. New and upgraded customers are deployed on Gainsight NXT.

If you have not upgraded and are using Gainsight Salesforce Edition, you can find supporting documentation here.

Not sure what your team is using? Click here.

 

This article explains about how you can create Transformation tasks in Rules Engine.

Advantages

  • A very powerful aggregation machine in Rules Engine.
  • Enables you to summarize data in various methods.
  • Enables you to aggregate data, apply various formulae on data. For more information about the Formula Fields, refer to the Formula Builder in Rules Engine article.   

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  • A Rule is demonstrated here and in this rule you can count unique Page views for every page by different customers.

Create Rule

  1. Navigate to Administration > Operations > Rules Engine.

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  1. Click +RULE.
  2. In the Create Rule screen, enter:
  • Rule For: Company
  • Rule Name Use Case
  • Folder: Select a folder for the rule.
  • (Optional) Description: Enter a description for the rule.

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  1. Click NEXT. The Setup Rule screen is displayed.
  2. Click DATASET.

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Configure DataSet (Fetch Task)

  1. In the Dataset task, enter:
  • Task Name
  • (Optional) Task Description  
  1. Select Usage Data as the source object.
    Note: Usage Data is a Custom object. If you do not find this Object in the Objects list, you have to create the Object. Refer the Gainsight Data Management article to learn how to create, Custom Objects, Custom fields, and insert data into Custom fields.

Usage data.gif

  1. Add the following fields, in the Show section.
  • Date Field
  • GS Created Date
  • GS Modified Date
  • Views
  • Page name
  • Company Name
  1. Click SAVE.
  2. Click <- , to go back.

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Transformation Task - Data Aggregation

In the aggregation task,  page views are aggregated against Company and Page name, in order to view unique page views for every page by various customers.

  1. In the Setup Rule screen, navigate to + TASK > Transformation.

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  1. Enter:
  • Task Name
  • (Optional) Task Description
  1. Select Fetch data as source object of dataset.
  2. Add the following fields to the Show section:
  • Company Name
  • Page Name
  • Views
  1. Add Company Name to the GroupBy section.

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  1. Select Count_distinct of views for Views field, in the Show section.

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  1. Click SAVE.

You can now setup an Action on the output dataset.

See Also:

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