http://m.getsatisfaction.com/topics/7788231 Timeline Activity Types in Scorecard 2.0 Rule Actions 2018-09-14T20:01:35Z 2018-09-05T15:40:40Z 7788231 http://m.getsatisfaction.com/topics/7788231 7788231 Timeline Activity Types in Scorecard 2.0 Rule Actions 2018-09-14T20:01:35Z 2018-09-05T15:40:40Z Allison Elmer http://m.getsatisfaction.com/people/9647315 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11274031/ScreenShot2018-05-06at11.17.05AM_medium.png allison_elmer Has anyone used Timeline Activity Types (Call, Email, Meeting, etc) as criteria in Scorecard 2.0 rule actions? I'd love to be able to do this (we want to account for customer Slack conversations in our relationship score in a different way from more traditional communication), however I can't get the field to populate as an option in Rule Action. Before I go down the rabbit hole as to why I can't, I figured I'd see if it was even possible. Thanks! question shout_out_worthy shout_out_worthy complete 5 3 1 comment http://m.getsatisfaction.com/topics/7788231/replies/19756350 http://m.getsatisfaction.com/topics/7788231 19756350 Aditya Marla responded to "Timeline Activity Types in Scorecard 2.0 Rule Actions" 2018-09-14T06:21:29Z 2018-09-14T06:21:29Z Aditya Marla http://m.getsatisfaction.com/people/9261158 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11132267/photo_medium.jpg aditya_marla Hi Allison,<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />Do "Slack conversations" have a different timeline type? You should be able to get timeline data from the "Activity Timeline" object and filter it based on the timeline type and use this data to set measure scores. Let me know if this helps / if you had a different use case in mind<br alt="" name="" rel="" target="" title="" type="" value="" /> 0 http://m.getsatisfaction.com/topics/7788231/replies/19756961 http://m.getsatisfaction.com/topics/7788231 19756961 Allison Elmer responded to "Timeline Activity Types in Scorecard 2.0 Rule Actions" 2018-09-14T15:21:10Z 2018-09-14T15:21:10Z Allison Elmer http://m.getsatisfaction.com/people/9647315 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11274031/ScreenShot2018-05-06at11.17.05AM_medium.png allison_elmer When you're in the Rule Action, you don't have the option to select it, regardless of timeline type, which is the problem. :) 0 http://m.getsatisfaction.com/topics/7788231/replies/19757256 http://m.getsatisfaction.com/topics/7788231 19757256 Pele responded to "Timeline Activity Types in Scorecard 2.0 Rule Actions" 2018-09-14T17:48:46Z 2018-09-14T17:48:46Z Pele http://m.getsatisfaction.com/people/9162379 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11221438/IMG_0363_medium.jpg pele_d99cjrxet07ej Hi Allison,<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />I think the field "Type Name" in the Activity Timeline object should work here. I've done this for one of our relationship scorecards to score a measure based on the last time a meeting or call was had with a customer. There's a few datasets, transformations, etc. in the rule, but just getting to timeline types looks like this:<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" /><img alt="" name="" rel="" src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1751826/RackMultipart20180914-7809-1k6kzok-Screen_Shot_2018-09-14_at_10.38.30_AM_inline.png?1536947282" target="" title="Image httpsd2r1vs3d9006apcloudfrontnets3_images1751826RackMultipart20180914-7809-1k6kzok-Screen_Shot_2018-09-14_at_103830_AM_inlinepng1536947282" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />Hope this helps :)<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />Cheers,<br alt="" name="" rel="" target="" title="" type="" value="" />Pele<br /><br />edit:<br />Dataset winds up looking something like this:<br /><br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1751834/RackMultipart20180914-76873-1cw5ldx-Screen_Shot_2018-09-14_at_11.14.54_AM_inline.png?1536948942" title="Image: https://d2r1vs3d9006ap.cloudfront.net/s3_images/1751834/RackMultipart20180914-76873-1cw5ldx-Screen_Shot_2018-09-14_at_11.14.54_AM_inline.png?1536948942" /> 3 http://m.getsatisfaction.com/topics/7788231/replies/19757386 http://m.getsatisfaction.com/topics/7788231 19757386 Allison Elmer responded to "Timeline Activity Types in Scorecard 2.0 Rule Actions" 2018-09-14T19:02:34Z 2018-09-14T19:02:34Z Allison Elmer http://m.getsatisfaction.com/people/9647315 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11274031/ScreenShot2018-05-06at11.17.05AM_medium.png allison_elmer Pele, that's perfect! Thank you- I was too focused on the action and not the filters I had built previously (which, of course, were lacking). This does it- I appreciate the help! 2 http://m.getsatisfaction.com/topics/7788231/replies/19757500 http://m.getsatisfaction.com/topics/7788231/replies/19757386 19757500 Pele responded to "Timeline Activity Types in Scorecard 2.0 Rule Actions" 2018-09-14T20:01:35Z 2018-09-14T20:01:35Z Pele http://m.getsatisfaction.com/people/9162379 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11221438/IMG_0363_medium.jpg pele_d99cjrxet07ej Too cool; glad that worked :) 1