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devin_stevens
devin_stevens
Helper ⭐️
Jul 24, 2018 8:09 PM UTC

Annotating & Notes on Journey Orchestrator Configuration

It would be really helpful to add in notes to journey orchestrator to help explain what's happening. With multiple admins, or even visiting a complex program weeks/months/years later - I expect it to be difficult to remember how everything was setup.

Being able to put in notes (similar to "//" type comments when writing code) would be a big help as the complexity of Programs grow!

Made an example screenshot for a program I'm currently working on.

      10 replies

      karl_rumelhart
      karl_rumelhart
      Expert ⭐️
      Jul 24, 2018 8:27 PM UTC
      Nice idea, Devin.  Thanks.
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      karl_rumelhart
      karl_rumelhart
      Expert ⭐️
      Jul 24, 2018 8:28 PM UTC
      BTW, unless there is something confidential, I encourage you to post on the public area of the community.   Would be good to see how much this idea resonates with our customers. 
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        lila_meyer
        lila_meyer
        Gainsight Employee ⭐️⭐️⭐️
        Jul 24, 2018 8:39 PM UTC
        I was thinking the same thing, so I switched this to the public CoPilot (soon to be re-named) category for open comments!
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        Lila Krutel, Dir. Global Education Services
          devin_stevens
          devin_stevensAuthor
          Helper ⭐️
          Jul 24, 2018 8:40 PM UTC
          Thanks Lila!
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          ben
          ben
          Helper ⭐️⭐️⭐️
          Jul 24, 2018 8:43 PM UTC
          This is a great idea. Would be super helpful for us also!
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          -Ben
          matthew_lind
          matthew_lind
          VIP ⭐️⭐️⭐️⭐️⭐️
          Jul 25, 2018 9:07 PM UTC
          I'm voting this one up, and I would use this in other places as well. Bionic rule / Journey Orchestrator queries, and some reports, would also benefit from a note-taking / comment section. I pity the person who has to come after me to reverse engineer a lot of what I've built.
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          Making people their best....currently disguised as a CS Ops Architect. How can I contribute to your success?
            faust_belarmino
            faust_belarmino
            Helper ⭐️⭐️
            Jul 26, 2018 4:53 PM UTC
            More clarity is always a plus! We have to create flowcharts every time we create new outreaches, programs, rules, etc. Being able to add in notes and labels would really decrease the amount of extra work we have to do to document all our work and creations 🙂
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              abhishek_sivaraman
              abhishek_sivaraman
              Helper ⭐️⭐️⭐️
              Jul 28, 2018 2:53 AM UTC
              Hi,

              Thanks for sharing this! Great idea to incorporate for admins.

              Regards
              Abhishek S
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                ben
                ben
                Helper ⭐️⭐️⭐️
                Aug 1, 2018 8:48 PM UTC
                HAHA I totally identify with the reverse engineering comment. I have been trying to train on my "sidekick". He is doing great, but sometimes even I am like "why did I do it this way?"
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                -Ben
                  faust_belarmino
                  faust_belarmino
                  Helper ⭐️⭐️
                  Aug 2, 2018 3:47 PM UTC
                  hahaha SERIOUSLY!
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