Load to Relationship Teams Action Type

Overview

Admins can configure the Load to Relationship Team Action to sync data from Gainsight to Relationship Team. Rules Engine provides the ability to prepare the dataset from various standard and custom objects of Gainsight, and the Load to Relationship Team action type sends the data to the tables in Relationship Team.

Gainsight recommends reading the configuration of the Rules Details, Data Setup, and Schedule steps before reading this article. For more information, refer to the Create New Rule section of the Rules Engine Horizon Experience Overview article.

Configure Load to Relationship Team Action Type

To configure the Load to Relationship Team Action type:

1. In the Action Setup step, click the Add Action icon. The Add Criteria slide-out panel appears.
   
   
    
2. (Optional) Click Add Criteria to define filter criteria for the dataset.
3. Click Skip This Step to navigate to the Add Actions step.
   
   
    
4. From the Create Action drop-down list, select the Load to Relationship Team Action type. The Load to Relationship Team slide-out panel appears.
   
   
    
5. In the Load to Relationship Team section, provide the following details:
   1. From the Operation drop-down list, select Upsert to update the matching records.
   2. Optional) Description: Enter a description for the rule action.
      
      
       
   3. In the Field Mapping, map each Source Field to its respective Target Field.
      • The Relationship and User fields are mandatory fields that need to be mapped.
      • The Relationship and User fields are auto-selected as identifiers.
   4. (Optional) Add a Default Value.
      Note: This value is loaded in the target field in case the source field value is invalid or not available.
   5. (Optional) From the Add Fields dropdown, select Custom Field. A custom value can be mapped to the target field in the Relationship Team object.
      Note: Except for the system Delete field, no other system fields can be updated. If no mapping is present then the Delete field is marked as false.
      
      
       
   6. (Optional) Click Define Lookup. The Define Lookup slide-out panel appears.
      1. From the Select the Intermediate object, the Relationship field is auto-populated.
      2. From the Source field dropdown, select the source field.
      3. From the Field in Intermediate Object, select the field.
      4. (Optional) Click the plus icon to add additional fields.
      5. Click Done.
         
         
          
6. Click Save Actions. The Load to Relationship Team Action Type is saved successfully.

Schedule the Rule

The rule that is ready with the dataset and required action setup can be scheduled as per time-based and Event-Based schedules. You can schedule the execution of an individual rule in chronological order.

For more information on how to schedule a rule, refer to the Schedule and Execute Rules article.