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keith_mattes
keith_mattes
Helper ⭐️⭐️
March 27, 2019

C360 Layout Config Assignment Criteria: By User Attribute Only? (please)

  • March 27, 2019
  • 2 replies
  • 54 views
When attempting to assign C360 Layots for different team/departments we are presented with the "Account" and "User" attributes to select from. I am unsure if this is by design, but you CAN assign a layout by Account Attribute only and exclude a User Attriute.... If you want to assign a Layout by User Attribute ONLY you are NOT allowed and it fails requiring an Account Attribute as well.

Is there a way or can it be made so C360 layouts can be assigned by User Attribute independantly of an Account Attribute?

Is there a way or can it be made to also leverage the Customer Info Object for criteria as well?

I certainly have not analyzed depndancies and feasability and hope this is something to please consider if it makes sense.

    2 replies

    shiv_kumar_katiyar
    shiv_kumar_katiyar
    Gainsight Employee ⭐️⭐️
    March 28, 2019
    Yes you can use Customer_info object field in the C360 layout assignment-

    https://cl.ly/b10ba4aa7bc6

    Also, you can ONLY use User attribute, I can do it in my local - https://cl.ly/b6a0b43df18d

    keith_mattes
    keith_mattesAuthor
    Helper ⭐️⭐️
    March 28, 2019
    Thank you for the response. I will look into the Customer_Info section and why certain crtiera are not available...

    For the User attribute... please add a second criteria for a different C360 and attempt to use a single attribute to define it. That should produce the desired use-case.

    Sr. Customer Success Operations Analyst/Gainsight Admin/Data Nerd
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