Hi Experts,
I am currently exploring the Actionable Segmentation features in NPC and have a few questions.
1. My understanding is that when a DPE runs, it updates the DPE dataset with newly created or modified records.
- However, the Actionable List created from an Actionable Definition that uses the DPE dataset as its source is not automatically refreshed.
- If new records meet the Actionable List filter criteria, they are not automatically added to the list, and records that no longer meet the criteria are not automatically removed.
Could anyone please confirm whether my understanding is correct?
2. To add new members to the Actionable List, we need to manually use the
"Add More Members" button. Could you please confirm whether my understanding is correct? If there is a way to automatically add members to the Actionable List when the DPE runs, please guide me on how to configure it.
3. During my hands-on testing, I followed all the steps in the documentation. When I preview the DPE output, I can see the data in the writeback object.
- However, when I try to create an Actionable List using the Actionable Segmentation definition, it shows that no data is available. Could anyone please help me understand if I have missed any configuration or setup steps?
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@Manjula Rajaram (or anyone else who has used Actionable Lists), have you had success setting up Actionable Lists? I did the Trailhead module and found it to be buggy (a button did nothing when clicked while trying to add more records to a list). It seems like it shouldn't still have bugs if it was released over a year ago, and apparently is used across products. If the bug that I found is the only one, it might acceptable to implement, however.
