Redefining a Signal

Suppose that you decide that the insights and rules based on the Critical Win signal need to look up the Top Priority field rather than the Critical Win field. You can implement this change without the need to alter any of the insights or rules.

Instead, simply clone and adjust the signal definition:

  1. Open the "Critical Win" signal definition.
  2. Deselect the signal definition's Enabled checkbox. When the signal definition is deactivated, you can replace it.
  3. Clone the signal definition.
  4. Select the clone's Enabled checkbox.
  5. In the cloned version, leave the unique name in the Mapping field unchanged. This ensures that all the insights and rules that previously pointed to the deactivated version will now point to this version.
  6. In the cloned version's Map To field, specify the API name of the Top Priority field.
  7. Make any other necessary adjustments.
  8. Click Save.

The cloned signal definition is now in place, and the old version is deactivated.

  • The unchanged Mapping name means that insights and rules point to this version.
  • The updated Map To name means that the signal value is now provided by the Top Priority field.