Archived ideas

We would like to provide stakeholders a URL link directly to a specific user in PX audience explorer, so that the stakeholder could navigate right to the user data after login to PX.

Hey all,It’s a very painful topic for us: names vs IDs. Obviously using IDs of fields (in my case - timeline activity) will be much friendlier to Admins rather than using names: if we rename the activity - ID will stay and we don’t need to change rules, reports that are based on it. It would be very helpful to have it for each and every system obj and not only for Timeline Activities  

The contact role criteria we generally use for our JO participant list often results in a number of contacts for each account.  We do not have additional criteria available to further reduce the number of contacts per account without causing additional accounts to be excluded from the send. Our ask is for a way to define a contact throttle/limit to control the number of emails sent per account.  For example, if we have 15 contacts that meet the contact criteria for one account, we’d like the ability to set a throttle of 3 participants so only 3 of the 15 contacts are sent the email. 

Team, We have an use case from one our client they are creating an milestone type of activities via Rules. They are trying to create an milestone activity when there is change in the Stage/Staus change in the Company object. Currently, they are running the daily basis, If there are multiple updates on the same day then it will fetch the latest update in the Rule fetch and it will create a milestone based on the latest change only. But we are missing few updates (if there are muliple updates on source field) from the source to create an activity milestone. Is there any way we can fetch all filed value updates in the rule fetch

I really like the calculated fields in reports, but I still cannot find them useful for the metrics we maintain. In our case, I’d like to create metrics such as CTAs/Activities per account or per CSM, and for that, I had to build a DD. In reports, this would have been a piece of cake if ‘count distinct’ is allowed. Currently, you can only count which in my case does not work as it always produces 1 (there is always 1 account for the CTA or activity it was created for).Is ‘count distinct’ in the works for report formulas?Thanks,Jasmina 

Hi everyone! Whenever someone in my organization comes to me for an engagement, they always send me emails for the users we want to share the engagement with. It would be super convenient to be able to upload the emails into a segment without having to use the data loader. For example: adding a comma after each email so when we copy and paste it into the segment, Gainsight PX will recognize that and upload the emails individually. This is just one idea for uploading the information, but the main point is being able to add the user information into a segment without having to use the data loader.

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

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 p

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 eit

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 opportunit

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 par

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

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