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Configure Rules (path)

Configure Rules (Path)
This path walks you through an overview of Rules Engine, task creation, how to aggregate/transform/pivot usage data with Rules, export to S3 from Rules, use a Formula Builder in Rules Engine, Custom Grouping, Time Series, and so on. The documents are sequenced for a new user configuring Rules from beginning to end.
Pages: 10
  • Getting Started with Rules Engine
    This article walks you through an overview of Rules Engine, task creation, how to aggregate/transform/pivot usage data with Rules, export to S3 from Rules, use a Formula Builder in Rules Engine, Custom Grouping, Time Series, and so on. The documents are sequenced for a new user configuring Rules from beginning to end.
  • Rules Engine - Task Creation
    This article provides guidelines on how Admins fetch data from Matrix Data Architecture (MDA) and perform actions using Gainsight’s  Rules Engine that has the capability to transform fetched data in various ways and execute actions with a single Rule.
  • Merge Tasks using Rules Engine
    This article explains how Gainsight’s Rules Engine integrates raw customer data into Gainsight, and performs multi-step data transformations with a merge option that transforms the data into a polished, actionable dataset.
  • Transformation Tasks in Rules Engine
    This article explains how you can create Transformation tasks in Rules Engine.
  • Formula Fields in Rules Engine
    This article reviews the Formula fields supported in Rules Engine. After reading this article, you can apply various formulas to data.
  • Pivot Tasks in Rules Engine
    This article explains how you can transform data into a polished, actionable dataset in Rules Engine using the Pivot tasks with a scenario.
  • Export to S3 from Rules Engine
    This article explains how you can export an output dataset from Rules Engine to Amazon S3 bucket.
  • Setup Rule Action Types
    This article explains about how to setup different rule actions.
  • Action Type: Load to Company Person
    This article explains the Gainsight Person object model which has unique records to represent people in the real world.
  • S3 Dataset Task in Rules Engine
    This article provides guidelines on how Admins can create a dataset by fetching data from a csv/tsv file in any bucket configured in Connectors 2.0 or Gainsight management.
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