Archive

When creating the Horizon C360 I was able to select a report from the Trash.  This should be prevented. 

I created a custom dropdown list on my Timeline Activities to allow my CSMs to track whether the activity was an in person event. They can choose between 4 different types of strategic engagements.However, I’m not able to Group By this dropdown list in reporting. Please allow me to create reporting based on my CSMs selection of the dropdown list. I understand if it were multi-select dropdown, but this is a single select. I feel I should be able to pivot and aggregate on this field.

Problem:We have archive category and because it has lots of content search displays many times content from archive first and newest content is in the bottom.What I want:As a admin I would like to modify the results, to display newest topics first and “archived” topics return lower down the list of results.Also:And not just newest topics first. I would like to modify that when user uses certain keywords → search displays certain topics at first.Why I want these:With this features I can make sure users finds relevant content.

Unable to limit a displayed fields editability.  We want to display fields that will be populated with the new API but we do not want an end user to be able to edit the field. On Success Plans and Call to Actions, we can limit if the field is editable, but I do not see this ability in Customer Goals I can remove from the display or remove from the object: But then when I click “view details”, I am just taken to data management which does not control the layout: 

It’d be really cool to either show or not show a token in the comments of a CTA based on conditional logic. My specific use case would be to only show certain tokenized fields in the comments for fields that were updated and their value changed. For example, if the show me field “new value” does not equal the value of the show me field “previous value”, don’t display the token.

When we create a report and filter on certain values, only those values should be available in in-line filter in the report on the dashboard.If the user is presented with all the options, they get confusing results.

It would be amazing to support SSO authentication for OneLogin in PX and CS.

Hey team, If Company or Relationship is not correctly chosen at the start of creating a rule, this cannot be corrected once a dataset is created. This then requires a new rule to be created from scratch, duplicating the datasets/transformations already built. An opportunity exists to improve the UX where, if an action hasn’t been yet built on the rule, the user has the option to change the rule type from Company to Relationship, or vice versa.

Would love to see the capability of sending a full dataset refresh from Salesforce to Gainsight. GS Support indicated that there is not currently a way for data deleted and refreshed in Salesforce to auto-delete and refresh in Gainsight. “Gainsight can only read the data and performs the sync with an Upsert/Update conditions.”A full refresh would work as Delete All and then Load All data.

When engaging in the community you’re asked “What kind of topic are you creating?” and you have to chose from Question, Conversation, and Idea. Could we have “How-To Guide” as part of this menu of options? It would be very useful to be able to filter these out as we’d like to have focus on the How-To Guides, and for them not to blend in with all sorts of questions. @Julian thoughts?

Add the ability to export a list of public tags from the community. This would allow users to share the tags created in the community with product and marketing teams, to understand how products are being labeled by users, etc.  

We would like to have the possibility for more than one person as author of an article/conversation. Some of the topics shared by our product experts and engineers are complex where more than one author are involved. I understand one author can always mention and tag their co-author(s) in the article, but it is not the same as having the authors equally listed as co-authors. 

We have a jobs board on our private community, which the team would now like to make public. But, for privacy reasons, we wouldn’t want members or non-members to be able to upload CVs as attachments in their comments. If this idea was implemented, we could limit who (already available) and where (not available) comments with attachments could be uploaded.

Our product list is long. When I use the product drop-down in different areas, the entire list doesn’t display. Guidance anyone?

I've seen questions about this a couple places, so I want to submit this as an idea.  I have several employees who who create articles. For now I must give them the moderator role. Since this role is part of the team, I would overexceeded my number of team members.  Having the ability to assign an author role to anyone who just needs to create articles would be a huge improvement. For businesses with active employees, a limit of five team members (additional members cost additional money) is not sufficient. 

We’ve had an SEO audit done on our community. There are a number of improvements we’ll present here as ideas. This one is about structured data.We suggest integrating Breadcrumb structured data object for all pages. These are utilised by Google and other crawlers to populate the path data on the SERP. Currently we're lacking those, which means that Google'll will try to populate the path data based on the URL's path, which due the ID's present.

It would be great to be able to add a personalized token in email Subjects. For example, be able to add the token : “Company name” Is it already planned ? Thanks !

 There are some typos:That should also read Until or Til, a Till is a drawer full of cash. Also, there’s a lot of jank when comparing report builder reports to data designer reports. Try out the heatmap (I won’t ever do it again, please don’t ask me to), or all of them for that matter and compare the results when you build a report on that same object. Otherwise I really love the product, there are just some QA things that need sanding off.

Hello, I do not believe it is a current possibility, but it would be a great feature if users were able to integrate pre-built marketing templates into the JO email template when sending a program. I have manually built a newsletter format into a program and while it ended up looking good, it was a manual lift that will need to be recreated if other newsletter type emails are needing to be sent from JO.  Thanks,Kaleigh Shields 

When adding in a new activity you can change the alignment, add bullet points, add numbers, but what you can’t do it change the font size, background color, or text color.  The CSM team is wanting to be able to log activities with different font colors, background colors, and font options but do not have the ability to do that currently. 

In Rules Engine, you have the option in the Setup Rule step to export to S3. After setting this up and running the rule, the actual export to S3 may fail, but the rule itself is still successful. As a result, you are not notified of the failure to export since the rule succeeds.Rule = Success, Export = FailedThis idea is to either:Notify the user if the export fails, OR Have the rule itself fail so the user receives the standard rule failure notification

Hi,It would be great to add the avatar as a variable to the notification system. Something like a {author_avatar} variable to get the kind of result below.It would bring additional design possibilities & a human face in all the automated mails.Emails it would be relevant to a lot of email notifications:@mention New topic (in a category) New reply Private message Topic answered New product updatePlease upvote I you want to pimp your emails with human faces! ;)  

Hello! Minor QOL thing here that may cause some confusion and seems like a low hanging fruit. Currently, when a rule is part of a rule chain and changes are made to the Status of the chain (ie: it is deactivated) the individual rule will continue to show as Active and the Next Run field in the summary shows whatever date and time the “next run” would have been before the chain was deactivated. This can be slightly confusing when browsing through the rules list and has caused me to do several double-takes in the last week or so. It would be fantastic if the Status of the individual rules in a chain was updated to match the status of the chain after changes were made.

When we run events we often advertise externally or have campaigns which utilize UTM parameters appended to the URLs to track campaign attribution like source, medium, campaign, term, or content.Today we have our events setup in inSided and RSVPs to an event trigger a Zapier zap to run that uses the New Attendee in inSided trigger, and adds that registration to Marketo. This works pretty well (though I wish it didn’t require the Zapier part in the middle and there was a Marketo integration, but that’s a different idea).When the user clicks the ATTEND button, we’d like to be able to pass over the UTM values with the registration so we can sufficiently attribute not just the traffic to the events page, but also the leverage those details in marketing systems downstream.

I make heavy use of Moderator Tags for custom reporting and to trigger Zapier automations. For content moderation, it would be great if the filter for Moderator Tags (note: incongruous naming of Moderation Tags on this filter) had the option to do a contains/does not contain or includes/does not include for specific tags. Currently, you can select from a multi-select list of existing tags. However, when I select all and then remove a tag, it does not filter out those with the excluded tags if they are also tagged with one of the other tags. Current UX