Skip to main content
heather_ayer
heather_ayer
Contributor ⭐️⭐️
June 2, 2015

Including Live Links in Playbook

  • June 2, 2015
  • 8 replies
  • 85 views
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.

      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
      sara_hoeffler
      Contributor ⭐️⭐️⭐️⭐️⭐️
      June 23, 2015
      This would be incredibly helpful for our team!
        praneet
        praneet
        Helper ⭐️⭐️⭐️
        June 25, 2015
        We will keep this in mind, while enhancing functionalities in Cockpit.
          manu_mittal
          Gainsight Employee ⭐️
          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.



            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.  
              sidhu
              Gainsight Employee ⭐️
              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. 
                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.
                Terms & ConditionsAccessibility statement