Skip to main content
ben
ben
Helper ⭐️⭐️⭐️
July 28, 2017

Add Rules Engine & Reports Builder to menu bar tabs

  • July 28, 2017
  • 2 replies
  • 53 views
Could we get the Rules Engine & Reports Builder as things you can add to the Menu Bar Tabs of your Gainsight view? Right now I have to go into Administration first. It would be SO NICE to skip that step and be able to just go straight to the two sections under Administration that I visit most.

Ideally, the permissions associated with these items would still persist. Not sure if that creates problems though.

      2 replies

      nick_ohlheiser
      nick_ohlheiser
      Contributor ⭐️⭐️
      August 2, 2017
      Bookmarks are your friend 🙂
      alex_legay
      alex_legay
      Helper ⭐️⭐️⭐️
      August 3, 2017
      Hey Ben,

      You can do this now with a few steps.
      This should help!

      When creating the tabs you can select which app to add the tabs to and Gainsight should be one of them.

      If for some reason you need to change what is showing in the Gainsight App in SF go to Create-> Apps and click edit next to Gainsight and move the tabs over you need.



      Note: The visual force page for rules engine is called "RulesManager"

      -Alex
        Terms & ConditionsAccessibility statement