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Including Live Links in Playbook

  • June 2, 2015
  • 8 replies
  • 61 views
heather_ayer
I would like to be able to add live links to certain steps in Playbooks. This would allow our team to access the necessary power point or document if the step includes a meeting or call.
    kendra_mcclanahan
    jean.nairon
    sara_hoeffler

    8 replies

    sarah_couch
    • sarah_couch
    • Contributor ⭐️⭐️⭐️⭐️
    • June 3, 2015
    This is a great idea. We'd also like to have the ability to add live links into Comments in CTAs. This way our CSMs can save meeting presentations, notes in a consolidated place for others to access.
    kate_popp
    • kate_popp
    • Contributor ⭐️⭐️
    • June 10, 2015
    Love this one!
    sara_hoeffler
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    • sara_hoeffler
    • Contributor ⭐️⭐️⭐️⭐️⭐️
    • June 23, 2015
    This would be incredibly helpful for our team!
    jd_griffis
    praneet
    • praneet
    • Helper ⭐️⭐️⭐️
    • June 25, 2015
    We will keep this in mind, while enhancing functionalities in Cockpit.
    jd_griffis
    manu_mittal
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    • manu_mittal
    • Gainsight Employee ⭐️
    • June 28, 2015
    It's not possible to type in an active link in CTA/Task comments today. However, there is a work-around available, if you copy the link from an active web-page. Just select "Copy" instead of "Copy Link Address," when you right click the link, and then paste it in CTA/Task comments to make a live link available in Cockpit. Works with Playbooks too.



    elaine_cleary
    heather_ayer
    gaurav_kotak
    ellenoangieslistcom
    • ellenoangieslistcom
    • Contributor ⭐️⭐️⭐️⭐️⭐️
    • August 19, 2015
    We would love to link knowledge articles in the description of CTA that fires so the end user can follow the playbook but also use knowledge for education.  
    adam_bambrough
    sidhu
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    • sidhu
    • Gainsight Employee ⭐️
    • January 6, 2016
    We did a enhancements recently that would hyperlink all urls in CTA comments and task description. If you entered a url in a task while defining a playbook, then the link in the task created from applying the playbook would also be hyperlinked. 
    adam_bambrough
    jd_griffis
    jam
    • jam
    • Contributor ⭐️⭐️⭐️⭐️
    • March 15, 2017
    Hey Sidhu - When I paste a URL directly into a playbook or the comments section of the CTA, the live rule does not display a hyperlink - just the html. Also, the comments section of the rule then generates a bunch of extra code that looks like this:

    https:Please' target="_new">https:Please' target="_new">https:Please' target="_new">https:

    Am I doing something wrong? I'm not adding any extra code - just the link and nothing else.
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