Archived ideas

Would be nice to associate score cards at success plan levels. For Eg. In the implementation success plans, there might be product challenges, timeline delays, quality issues, etc. Should be able to measure them basis the individual success plans.

We have been previewing the Horizon 360 in advance of going live before the official cutoff. Some of the feedback from CSMs has been to have an upcoming task list.While we can create task reports, it would be great to have an out of the box widget that can functionally show you upcoming Tasks and/or CTAs that you can action from the widget.The current OOB CTA widget is pretty lame - it’s basically just a bar chart of open CTAs by CTA type. To do anything with it you’d still need to go to Cockpit. As an example, having something like the Last 5 timeline entries widget, that has a tab for CTAs due this week and a tab for Tasks due this week. I reference the last 5 timeline entry one because it doesn’t just show the dates, but the actual activities and lets you interact with them from the widget. This would also be similar to the GS Home Cockpit widget, except I’m suggesting a specific tab for tasks rather than just the Task View. If they can all be on the same page visible at once that’s

Hi all, I am submitting this Community Post Enhancement Request as this is a feature that many customers have expressed interest in.It would be very useful to have the ability to bring in an Object Lookup Field (Company, Relationship, User, etc) into a Data Design and be able to report on them as you do in a standard Report Builder based on any other object. Example:Selecting Lookup Field from Source in Data Design:What we would like to see:What we actually see when we run the Data Design:Currently, it is not even possible to add the Lookup and Mapping in Data Management to these fields after the Data Design is run because they are created as System fields.There is currently a workaround for this by adding a Custom Field to the Data Designer object and manually adding the Lookup and Mapping, but that just adds extra work for our admins. Thanks!

I recently discovered that PX personalized tokens do not update dynamically. What this means is that if I have an engagement which requests user contact details and add a confirmation step displaying the options selected, it will not show the correct data.It appears as though personalized tokens are loaded on page load rather than dynamically. If I refresh the page with the engagement showing once more, it will show the previously selected options, not the ones selected after the page refresh.Can this please be changed?

We have a few rules that essentially look this this:Query 1: Fetch some data from MDA.  Query 2: Fetch a lot of Data from SFDC. Left Merge from MDA to SFDC. Do something.It would be great if there were an option to automatically stop the rule execution if nothing was retrieved in the first query. Today, if we get zero results from the MDA fetch, we still have to wait for the rule to make the much larger query to SFDC, which can sometimes take up to 10 minutes of compute time, only to end up with an empty dataset after the merge. 

We are currently working with the Path Analyzer but having a tough time answering a few questions about usage. These questions do not align with how the Path Analyzer works and I will explain that next. “Where did the user go immediately after using the search bar?”“What page was the user on immediately before clicking on this feature?”Both of these questions are asking for data that is captured as page views by Gainsight, but are not displayed in the Path Analyzer (PA). This is because PA only reports on the features and not every event that happens along the way (also only reports on the first instance of that feature used in a session).I would like to see either an enhancement to PA or a new type of reporting that allows those doing analysis of the data to: pick an event and have the system return the list of actions that happened directly before or after that event. Allowing us to see more granular the events that are happening on either side of a particular type of event. This wou

When users enter a report section within our C/R360 sections, they often miss reports that are organized in separate reporting groups. Users need to know to keep scrolling down past the first reporting group to get to subsequent groups. It would be very helpful if there should be some sort of group indicator to point out the different reporting groups in a reporting sections of a C/R360.

As success snapshot gives the ability to tokenize the field which is a dynamic value with respect to that account however there’s no ability to fill the color in a table created based on the certain thresholds. Would be great if we have the option to customize the formatting based on the criteria we define

We would like to see how many current licenses are activated against how many we have purchased in the system to know how many licenses we have left. 

Some feedback from our team today - would be great to have a pop out window for the Goals Library like you do for a Timeline activity.  We have some that the names are a bit long, so the thought would be that this would help with that.  

While using Object Analyzer to find the rules which are loading to that particular field, I see action but this also gives the rules that are used in action in terms of filters not as mapping only. I agree this sounds more of a product feature as we can only see action not action mapping.

Hi team, There may be other issues with Horizon RE Execution Logs, but the one I’m running into time and time again at the moment is when the pass records are either viewed in browser or downloaded, the value for the stage isn’t the field string (Launched, Kicked-Off, etc), but rather than corresponding GSID (assumedly for a back-end object I’ve either been unable to find, or isn’t accessible to users).  It’s really confusing, and hopefully a quick fix for the Horizon Product/Dev teams.

Posting this on behalf of a customer:It would be great to have the ability to set the default time for the skippable step in the engagements. This could be an option to setup per product or subscription. For example: set the value to 100 milliseconds if there isn't a value greater than 0 set in the editor.

Our team would like the ability to copy objectives including the tasks within that objective. Occasionally for our large global clients we have objectives that have to be repeated several times across their organization but are not relevant across our clients (and should not then be a playbook). Having this feature to clone or copy an objective would save our team time when this occurs.

Hi Team,Viewer License capabilities :It would be great if we could share a  direct URL or a report via JO that can give LIVE data insight into a report. Thanks,Harika

Currently, you can only navigate down one level in the filtering on Salesforce objects.  This is forcing us to not use the out of the box connector for syncing opportunity line and having to use a rule instead that does support more than one level.  This is a pain because now we have part of our integration of Salesforce data in the connector and part in a rule.  So we have to be dependent on getting the timing of these jobs right because there are dependencies that would normally be handled in a connector job chain.  The reason we need this is that we need to filter the opportunity data we pull in to only active accounts which is defined using the “Account Type” field in SFDC.  For opportunity line data in Salesforce, you need to navigate first to the opportunity and then from there to the associated Account.  The connector will let us go from opportunity line to opportunity, but that is it.  So we can’t filter on Account Type like we need.  Given we do filter the opportunity data syn

Some background:Our product consists of many “Modules” which can be licensed individually or in bundles by our customers. Many of the modules can be licensed via a self-service flow triggered from a landing page showing all the modules as tiles with either an “open” button (licensed), or a “Trial now” (unlicensed) button.   Previously, our KC Bot guides linked directly into the modules, which if they weren’t licensed would redirect back to the tile page and cause our guides to have unusually large drop-off rates.   Ideally, we’d like to be able to filter what sections of guides are shown in the KC Bot based on what the user is licensed to view (since we sync in their entitlements from Gainsight CS)Our Workaround:To work around the lack of “filtering” capabilities in the KC Bot, we’ve done the following:Set all the guides to Automatic and used URL filtering to look for a query parameter (?guide=module-step1) Created a “landing” guide (shown in the KC Bot) that redirects the user to the

The primary use case that I am attempting to solve is to facilitate automated email assist CTAs and prevent the user from having to navigate back and forth between 360 pages and the cockpit in order to complete desired actions.If we could configure a report builder report to be embedded within the CTA’s ‘linked object’ style sections this would allow for the user to flip to a section to review core contacts associated to the CTA’s account.  Identify the proper recipients for the email assist task, which would help in the email assist validate email step when searching for contacts.  With our scaled accounts, it is not reasonable to have users remember all the key contacts on their accounts.  This functionality could also work for many other use cases as we can attach a report that can be viewed directly within the cockpit.  IE: usage trend changes, flip to embedded report to quickly review rather than navigating to a new C360 or R360 each time.  Keeping the user in the cockpit view.

Customer is requesting SCIM support in Gainsight PX to facilitate automated provisioning and de-provisioning. SImilar request for CS is here:  

Hi! I don’t know if this is a question or idea. I HOPE it’s a question I’m just missing but I want to enter it here just in case. First: You offer the ability to import from Google Drive. It’d be amazing to be able to export to it as well. Instead what happens is an email is sent to the requestor to then download and upload into Google.  Also, we’d like to be able to export a briefing doc like a word document or Google doc. For conferences, our team uses executive briefing docs and the leaders have folders with them at tables as customers cycle in and out. It would be nice to be able to have the ability to not only populate a ppt but other document types. 

There should be a rich-text widget that can be added to dashboards in PX, so that I can write comments and instructions about how to use or interpret the dashboard. For example, I could place this next to query builder widget and give context about what this query is meant to show, and why.Similarly, I could place links to relevant content that lives external to PX. This would enable better workflows for the team. For example, a PM could review the usage data on the dashboard for a quantitative review, then click a link to a specific forum area to review qualitative data. At any rate, it would facilitate a nice workflow.

Currently, when using the color schema in the health score, I believe that a numeric range is specified for each color, such as Green (67-100).However, we have received a request from a client who would like to define specific number/value, such as green=100, yellow=70, red=30, etc., instead of a range.I would appreciate your consideration.

When editing a guide using the in-app editor, it provides an option to preview the guide which is super useful for testing. However, if you have tokens in any of your flows to create personalized messaging, it shows the token and not expected values.Can this be changed so we can preview what the tokens will actually display? Screenshot 

When you’re in the Survey Analyze tab, the filters you set on the first two tabs DO NOT remain sticky when you get to Text Analytics. This can be very easy to miss, and be very misleading when working on any sort of survey analysis or results synthesis.The response I got from support was exactly what I thought it would be: the objects underneath are different. This is an unacceptable response to indicate that it is expected behaviour, considering the Survey Text Analytics object has a lookup to Survey Participant object (which is the basis for the Survey Statistics and Response Report). It should be much easier.  

HiOur company is constantly updating the numerous CSMs portfolios for our accounts. Currently to solve this issue I have to build out a rule branch for each CSM that looks at the current owner and then updates it to an identified individual, instead of just populating the CSM GSID token in the Owner field.To make this process easier, I would like to see the ability to map lookup user fields (In my case CSM) to the Owner field in the Horizon Rule - Success Plan Update.