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trevor_shand
Helper ⭐️
December 11, 2018

Archive Old Playbooks

  • December 11, 2018
  • 22 replies
  • 244 views
I'd like a way to archive old playbooks as opposed to simply deleting them. This would enable us to go back and review them to either revive part or all of them.

    22 replies

    Helper ⭐️⭐️⭐️
    June 19, 2020

    Hello Everyone! 

    Happy to announce that your request has been considered and included as part of the v6.14 release.  Previously, it was only possible to deprecate or make existing Cockpit picklists such as CTA Types/Reasons/Status/Priority/Snooze and Success Plan Templates/Types/Objective Categories inactive. Gainsight now supports deprecating and making Playbooks inactive.

    Along with making Playbooks inactive, Gainsight also made some minor behavior changes to the following Cockpit and Success Plans assets while making them inactive:

    • CTA Picklists
    • Success Plan Templates
    • Success Plan Types
    • Success Plan Objective Categories

    This feature is implemented in only the NXT version.

    Thanks for posting!

    Helper ⭐️⭐️⭐️
    June 19, 2020

    Hello Everyone! 

    Happy to announce that your request has been considered and included as part of the v6.14 release.  Previously, it was only possible to deprecate or make existing Cockpit picklists such as CTA Types/Reasons/Status/Priority/Snooze and Success Plan Templates/Types/Objective Categories inactive. Now Gainsight supports deprecating and making Playbooks inactive.

    Along with making Playbooks inactive, Gainsight also made some minor behavior changes to the following Cockpit and Success Plans assets while making them inactive:

    • CTA Picklists
    • Success Plan Templates
    • Success Plan Types
    • Success Plan Objective Categories

    This feature is implemented in only the NXT version.

    Thanks for posting!