Archive

In Application Settings (NXT), the Timezone doesn’t show the full name of the timezones available which makes it more difficult to select the correct Timezone. Not a major issue but the unique Daylight Savings scenarios in different GEOs could be an issue if the time is slightly off.

Hi, I love the menu overview on the Knowledge Base - example attached below using inSpired’s very own content  - as it’s really helpful for highlighting to users all the information that’s available to them.It’d be really useful to also show a menu like above, or a ‘related articles’ (instead of ‘related topics’) widget once a user clicks into an article.For example, if I select General information > New to the inSpired Community?, I lose visibility of the menu above. If I don’t find the info I need within the selected article, I then have to click ‘back’ to the General information page to see what other articles are available. As a user, including a menu once I click into an article would allow me to see/remember all the information available and select what I need directly from there.Reducing the number of clicks needed may help encourage our users to select and read our knowledge base content 

I come across a scenario many times while handling multiple accounts. We login to the Customer Orgs through LMA at times; there are situations where assets like Reports/Rules have been deleted/modified. It’s a difficult situation to track down the missing assets. It might take time till we have logs for everything in place but for now atleast we can have it for deleted assets. This avoids confusion and saves time!

I am looking to build a custom "Trend" widget similar to the Health Score widget on the summary page of C360. I have a Core MRR value that I want to show progression over time (higher or lower than average)  

Hello everyone I would like to understand how I can customize / reorganize the position of the different fields in the custom section in the Company Object.So far, Gainsight seems to position them in a default order and I would like to fine tune it.Thanks for your help !RegardsClement

Our CS team uses email logs in C360 to understand how customers are engaging with email. We have various teams sending emails through journey orchestrator, so it’s important for CS teams to be able to review the actual content the email log is referring to. Ideally they could click the template name in the email log table and view the email template.  See the comments in this discussion.  

Customer use case :Customer requirement is to add big graph, but it’s looking clumsy.Can we increase the width of the report in JO.

Mouseover is available in so many places in Gainsight’s Admin UI so that full field names (especially with object paths) or other asset names can be viewed when there are multiple long names with the same “starting string” naming convention (rules engine, reports, etc. - really helps).  Would like this added to the Mapping section of JO Programs - see screenshot below - would be a real help to admins where field names exceed the space allotted, but the leading object name, or standard prefix, makes it hard to see. Although you can find the full name by srolling through the dropdown and looking for the bold & highlighted field (vs highlighted only for where the mouse pointer is), that’s extra mouse time and can lead to inadvertently changing the mapping:  

We use the Rule Date field to load a “snapshot date” to certain objects for historical tracking. It would be very helpful to be able to load the Rule Date as a DateTime field for greater granularity when troubleshooting. For example, if we have a certain rule that updates values every 2 hours, the time granularity would be helpful in understanding when an error may have occurred (incorrect value loaded, etc.). 

Right now, if you change a success plan field name, there is no indication it was changed at one point or what the previous field name was called. It would be nice if this was indicated somewhere.

It would be really helpful to have an option to exclude from a join. This is intended for “exceptions”. Right now, I have to do a full left join and then a transform to get this. It would be great to be able to do this in one step. SQL example:select * from TABLE_1where Unique_ID is not in(select Unique_ID from TABLE_2)

Hello everyone,I would like to have more flexibility in Audience Logic when defining the criteria for our engagements. Currently, the only option for setting logical operators between rules is to choose a global “AND” or “OR” operator for all the chosen rules.EXAMPLE:I want to show our engagement to all the users satisfying the following criteria:(UserId is on a certain list OR the User triggered a Custom Event) AND (User visited URL)where Users, Custom Events and URL are different Rules in Audience Logic.In other words I want to show our engagement to all the users which have visited a certain URL and which satisfy at least one of the conditions in brackets (their ID is on a list of IDs OR they triggered a certain event).Maybe you can apply a logic similar to the one for “Group&Prioritize Engagements” which you announced in the last PX Release Notes - maybe Rules in Audience Logic can be grouped too in some similar way (which would then allow to insert group logical operators whil

I have a table of application outages/degradations in seconds by begin date. I want to use data designer to calculate an uptime or availability time by month for the various applications, but I can’t because data designer does not allow me to summarize a date field by timeslice (e.g. one month) before I do a transformation where I take sum of all outages in month and subtract that number from total seconds in a month, and then divide by total seconds in a month to get an uptime percentage. 

Is there a way to initiate a survey outside of sending an email from a Journey Orchestrator program. I’d like to be able to fill out a survey for a customer while talking to them on the phone. Can this be done through a CTA or some other method in the R360?  Thanks!

Minor request - the Measure Name for Overall Health (Account) has a trailing space. If a filter on a report of Measure Name = or includes “Overall Health (Account)” is used it will fail because the exact name has a trailing space (e.g. “Overall Health (Account) “.Can the Measure Name be updated to remove the trailing space to prevent an issue in Reporting?

Gainsight has wonderful permission levels. Lots of granualrity. If I have a user that doesn’t have survey module access but I want to give them survey specific analyze permissions, that should automatically grant them whatever other access they need to view that page. Maybe GS has a window that comes up and shows the permission tree that will need to be enabled and asks for a confirmation?Otherwise, you need to go through all your permission sets yourself and figure out what’s stopping them from having access. Bonus points if you can inspect permissions for users (look at Confluence permission levels) to see where in the permission tree they’re being blocked from viewing a page or module.

Hi team, posting an enhancement request that will likely be required for many view only users leveraging company intelligence. It would be ideal if view only users could still access Company Intelligence within the SFDC Account/Opportunity widget. We discussed during our monthly SME call, but wanted to share broadly here as well as this will be a big use case for view only teams:  @rahul_prayakarao 

We use the Gainsight_Sally slack bot very heavily, and it encourages Gainsight engagement from cross-functional business partners. It would be great if they could raise a CTA from Slack's gainsight bot and attach a playbook. This will streamline interactions where folks want to engage a CSM/customer for non-CSM outreach projects. For example: Our UI team wants to reach out to a handful of customers to engage them in a round-table discussion. We could create a playbook for this engagement including email templates and track the progress using a CTA + tasks.

Hi All,We have a few rules that we are using for statuses for renewals.We are utilizing one of the fields to copy from a low volume object linked to the CTA to GS Opportunities so that we can drive all of our reporting out of GS opportunities. This works well however we are having HTML tags in the front and end of the Rich Text Field.Is there any way to not have these HTML tags when running a rule against the data?Thanks, Cody 

Hello!It would be great to have a possibility to see the metric “Views” which will show quantity of views for topics.Also, it would be convenient to have this feature in order to sort content by quantity of views to understand what topics are mostly interesting/clickable.Thank you!

This will come in handy for customers when building out API integration.

Hi there, I would love to see a pop up that says that exporting to CSV via email gets cut off at 100,000 records (or email maximum, whichever comes first). The current pop up says “to see the entire dataset, export to email” (paraphrased) so this leads me to believe I will see my entire export in email. I had NO idea I was missing data, who knows how many exports were incomplete (that I then used in campaigns and various business needs). I can’t even see how many rows are supposed to appear in the dataset (to know how much got cut off) as that isn’t even given to me in the report dashboard. A pop up NEEDS to be shown or the current pop up NEEDS to be edited for that clarity.  Thanks.

After a review of our Scorecard for a few select customers we noticed that they all had a trend, one of their scores had gone to ‘Red’ after being ‘Green’ for sometime.  After review, I found that the data that fed the score - has changed. Our team wasn’t aware of the change - and we don’t want of customers Scorecards to reflect that.  So looking if it’s possible to roll them back, or delete that score.  So we can adjust our rules to reflect that changes made to the data.Thank you!

Full Name is not getting updated when we updated the firstname and last name via rule 

I would be helpful to be able to better define the reasons on a scorecard for reporting purposes. This would help us categorize and understand what reasons tend to flag a drop in a score than a freeform text field