Archive

Encountered this limitation in MDA Administration when wanting to sort by Created Date or any other field.This limitation is persistent across other modules:The Rules Engine list is also limited in filtering and sorting; A good example is how Service-Now handles data sorting & filtering.

Posting on behalf of customer. In the future it would be helpful for recurring Success Plans to have the ability to automatically assign a default template when creating a certain type of success plan.

Username is the only one of these options that you cannot sort by. Top users in Users Dashboard I’d love to be able to sort this A-Z or Z-A like the other fields. 

I had an interesting challenge this week as a I wanted to understand the specific engagement across a set of different departments (design, product, marketing) in our community. What I hoped would be easy turned into a couple hours of work in Google Sheets and eventually some manual work in User roles.What I’d love to see is some options to tag users and filter off of tags to locate them. For example:in our case I might want to tag a cohort of users that joined in a particular month. Or I might want to tag a group of employees and use that tag to differentiate their activity from other employees.Right now you’re kinda stuck with custom user roles being this mechanism and it’s a bad way to segment for analytics and even content.@Sebastian in followup to my email on the same, here’s the posted idea.

We would like to be able to customize the font settings for table views on the Horizon Analytics dashboards. Users would like to make the font darker and larger. This should be configurable just as it is with graph-like reports (Admin → Report Builder → Settings → Chart Editor Settings.)  Fields circled in red should be configurable. 

When an email notification is received from a Timeline Entry tag, the body of the email is hard to read when it contains bullets.  This enhancement request is to update the formatting of the body of the email received when tagged in a Timeline Entry. Today, the text is smashed to the right and that makes it hard to read. Here is how it looks in the TE:  And, here’s how it looks once received in an email: 

What the title says.I want to edit multiple rule chains at the same time or look at many rule chains at the same time by switching tabs and I am unable to do so without first duplicating the rule chain list view tab and only then pressing on each one, in each browser tab.This is a workaround and a bad practice. 

We would love the ability to add color as a rich-text option within the notes field when logging a meeting. Bolding and underlining is great, but would be nice to highlight certain parts of text or change the color of the text also.I know you can do this when you’re sending the email recap, but would be nice to have it done in the original notes so you’re not adding a step later.

Could we please have the option to remove the Company Lookup on the User object. Our Users (i.e. SF licence holders - we use the connector to bring them in) are not related to a company in Gainsight, but when using reports any of the user related fields such as Created By, Modified By, Owner all have lookups to Company so if I search for a company field they also all come up, this is quite confusing and is a blocker to me opening up access to reporting to additional persons in the business (that are not aware of object structure etc) as they can easily pick the wrong field and get no results.  TBF this probably goes for other system/standard objets and fields - we should at least be able to choose to hide them in reporting (e.g. if we’re not loading anything to them). 

We have some tasks in playbooks that are only applicable in certain situations, would be nice to be able to mark them as optional or “If Required” in some way (we currently put it in the name but it adds to the clutter of someones view). Thanks

It would be great if we could put in a “date” token that would dynamically populate the date that the success snapshot was exported.Thank you!

Hi Team,The customer wants to grant access for an external vendor who is designing some email templates for them.They have created a Permission bundle allowing Navigation Permission for Journey Orchestrator > Email Templates and also added the Design option in the Email Template Permissions.When we log in with the test user which we have assigned the new permission bundle to 'Template Designer' and then log in via an incognito window, it brings us to the Program Navigation window.Customer do not want the vendor to view this. Could you please decouple the navigation permission of the email template from the JO.Thank you.

I have a current need to sort the fields that I have added to a custom object within Data Management.  I requested this through support but they said this is not possible.  Can you please have this feature added soon?Use Case is uploading a file to a custom object and the fields default to ascending order, but I would like the ability to sort the fields similar to how it is available when adding drop down lists.  Required for updating the order of a related list I have added to the C360. 

Really needs to give you details on why a job failed.  It’s pretty useless otherwise.

Hello Team,  The Gauge chart doesn’t have the ability to view the drill down data. It would be great if we have the ability to view the drill down data when clicking on the Gauge chart. Regards, Muthu Kumar Karuppiah

You have GOT to give us some enhanced batch data manipulation capabilities in this platform.There are too many walls and limitations and restrictions.If I need to batch update Success Plans or CTAs or Tasks or anything else in Gainsight, I should not have to leverage the wonky API to do it.Give us more control over our data please!!

Hi,At the moment, on the front end, when a user likes a post/topic, you can hover over the “Like” and see who has liked it. In the moderator view, I can see that there are likes (and even like it myself), but cannot see who has liked the posts/topics.i’d like to be able to see in the moderation view who has liked posts. Ideally, I’d also be able to pull the lists of who has liked posts somehow as well, but I think that is a much larger ask.Thanks,Ilan

If we know a member’s real name but not their user name, we may have trouble to identify them. Even if I can guess, sometimes I can’t be sure if e.g. “Paul” or “Paul_0” is the right one.The dropdown suggestion box showing email next to the user name, and picking up email matches, would help with this.Instances where I could use this:tag them in a post invite them to a group publishing an article on behalf of a colleagueI also included this comment in this conversation, ...but in case it’s lost or not picked up in that case I wanted to add it here. 

Hi, Is there a way to get an overview of ideas (existing ideas) that have received new replies? For as far as we can see, this is not supported in the content overview page in the control environment. Because there's no clear overview or filter option,  sometimes ideas with new replies are overlooked by our moderation team. 

In Control, currently, you are able to organize and update your community categories via an editing interface:  Then, you can drill down into each parent- and sub-category to add icons and header images.  We’d love to see the same flexibility applied to groups, so that we could apply a header image to the Group “Parent” page, and drag-and-drop groups into the order we want them to appear in.

This request/idea has 2 parts:1) Give the ability for Admin Users to make adjustments around read-only/editability for Activities. For example, Admin User can adjust permissions so that ‘Activities become read-only after X hours’, or ‘select Activities are read-only’, etc. 2) Give Admin Users the ability to add standard fields such as created date, created by, Modified Date, Modified by, etc. to the Timeline Entry Layout.These solutions would give Admin Users better control across their organizations to prevent undesirable behavior and ensure workflows are triggered. Additionally, this would prevent issues of inaccurate Activity reporting, general Activity tracking over time, and give all users better visibility into Activities.Use Case:Expected:CSM is expected to create a new Activity for each relevant instance.Example case:In Timeline, CSM selects ‘Add Activity’:- Timeline Entry Activity Type - At Risk Alert- Risk Level - Orange, Red- Risk Reason - Availability/Stability- Category -

Hi There,   So this is one of the use-case I have received from one of the customer that while trying to post Timeline Activity from Rules Engine to Slack by using Action :: Call External API .The Data posted has formatting issues.  So this is the configuration that I have -     And the Note field in Activity Timeline object is a Rich TextArea and the payload field that be have configured( in Administration > Operations > External Actions. )is a normal String field, hence html tags are also getting posted.   When we fire the rule -     So Is there a way to handle this currently? If not, then can this be added to the road map?   Thanks ~S  

With the new Horizon Experience CTA layout in Gainsight NXT, we have lost the functionality to dynamically change the fields on the CTA creation form based on CTA Type. Prior to the new Horizon layout, when we were creating a CTA, the fields would dynamically change based on the CTA Type. This is no longer the case. Now, You have to fill in the standard CTA fields, then click back into the CTA to change any custom fields added for that specific CTA type. This is frustrating because we now have to remember to click back into a CTA AFTER creating it the first time to change the fields that really matter to us. The form should be dynamic based on CTA Type like it was before the new Horizon Experience. 

When using the ‘Share Email from Timeline using Email Assist’ functionality, it would be great to have an Admin setting to automatically  ‘Remove External Attendees’ vs. relying on the team to remember to do so.Internal emails can mistakenly include external attendees and the CSM may miss the message to remove them. It would be helpful to include a timeline admin setting to automatically remove external attendees when using the Share Email from Timeline. 

When replacing a Playbook in the tasks list, the new playbook items are mixed in with the older completed items (see below).  Can the previous playbook completed tasks be grouped together at the top, and the new playbook tasks be grouped together at the bottom instead?