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darkknight
Expert ⭐️
Aug 31, 2016 8:24 PM UTC

Cockpit: Add a search option for "Select a Playbook" during the Add CTA process

This was alluded to in a previous post but wanted to make the explicit request here to add a search option to the "Select a Playbook" field in the Add CTA process.

Right now, CSMs have to scroll through the entire list of playbooks to find what they are looking for, which is a time suck.


 It would speed up the process if the CSM were to have the option to enter a key word  to narrow the search, or to scroll through the entire list if they don't know what they are looking for.

    8 replies

    heather_hansen
    VIP ⭐️⭐️⭐️⭐️⭐️
    Aug 31, 2016 8:38 PM UTC
    YES PLEASE! 🙂
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    nitisha_rathi
    Expert ⭐️⭐️
    Sep 6, 2016 6:49 AM UTC
    Hi,

    We will make this change soon.

    Thanks,
    Nitisha
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    nadav_shemtov
    Contributor ⭐️⭐️⭐️⭐️⭐️
    Dec 13, 2016 7:52 PM UTC
    Hi, 

    I was wondering if this is coming anytime soon - having several customers ask for this change!
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    dan_ahrens
    Expert ⭐️⭐️⭐️
    Dec 13, 2016 8:00 PM UTC
    +1

    Pretty much anywhere that there is a drop down list it would be helpful to have a search bar available.
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    VP of Customer Success at Forcepoint
    nadav_shemtov
    Contributor ⭐️⭐️⭐️⭐️⭐️
    Dec 13, 2016 11:55 PM UTC
    Dan - that's a great addition. To be specific, would be great to have a search box for playbooks, CTA reason, and Milestone 
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    nitisha_rathi
    Expert ⭐️⭐️
    Dec 19, 2016 9:42 AM UTC
    Hi,

    We are planning to make a lot of UI improvements in the product and adding a search option is a part of it. ETA spring release.

    Thanks,
    Nitisha
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    nitisha_rathi
    Expert ⭐️⭐️
    Sep 6, 2017 11:49 AM UTC
    Hi,

    We have added the search option in all dropdowns in CTA/ task creation form and detail view. We will add the similar option in rest of the product too (wherever it's not available yet).

    Thanks,
    Nitisha
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    sai_ram
    Expert ⭐️⭐️
    Sep 6, 2017 12:39 PM UTC
    Hi Jeff, Here is the Release Notes for it
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