Skip to main content

Ability to filter the data on inactive picklist values.

  • January 8, 2020
  • 3 replies
  • 164 views

ankur_bhat
Forum|alt.badge.img

We are not giving the ability to filter the data on inactive picklist values in Report builder/ Rules Engine/ JO Query Builder. 

3 replies

sai_ram
Forum|alt.badge.img+1
  • Expert ⭐️⭐️
  • January 28, 2020

Valid use-case, @all please vote here to change the priority of the road-map, based on customers' interest we change the road-map.

 


Forum|alt.badge.img+3
  • Helper ⭐️
  • April 26, 2020

@sai_ram I actually have the opposite request here. For example, we have narrowed down our Customer Stage values to a smaller set and some are now inactive. However, other users attempting to use Report Builder may not be as familiar with that and they select those values to be included. I wish it were possible to limit is shown, because I cannot educate everyone. I wanted to add “Deprecated” to the value names, but they are view-only in Data Management, and no longer exist in the Administration tab. Is this something I would need to have Support do for me? 


pgeorge
Forum|alt.badge.img+1
  • Gainsight Employee ⭐️
  • May 26, 2020

Hi @ana_g 

You can edit the Dropdown items in Data management > Dropdown Lists

Select Customer Stage drop down for view and the edit option for each item would be available.

Do let me know if this does not help.

 

Thank you

Preethi