Skip to main content

Make Widget and Field Names in C360 Summary View editable

  • February 25, 2016
  • 11 replies
  • 102 views
sarah_couch
Currently, Widget and Field names in the C360 Summary view are predefined and not editable. We'd like to be able to change the name of the Healthscore widget to "Assessment Score" as this better reflects our current use of Scorecards. Renaming other Widgets and Fields, similar to the current ability to rename fields in Reports 2.0, would be very helpful. 
    rohit_sharma
    sarah_couch
    elizabeth

    11 replies

    gaurav_kotak
    • gaurav_kotak
    • Expert ⭐️
    • February 26, 2016
    Thanks for your feedback Sarah. We are currently working on adding summary widgets in dashboard, where you can highlight a single metric and specify the title. It makes sense to extend such flexibility to c360 as well.
    ian_bennett
    sam_suhajda
    • sam_suhajda
    • Contributor ⭐️⭐️⭐️
    • May 30, 2017
    we would like to be able to add customized widgets through reporting to the summary in the CS 360 as well!
    manu_mittal
    Forum|alt.badge.img+3
    • manu_mittal
    • Gainsight Employee ⭐️
    • May 30, 2017
    Hi Sam,

    In addition to our pre-built widgets, you can add to your summary section any report of the type 'widget' that you build on a related object. For example, you could do a count of Opportunities currently in play and have that show up as a box in the summary section. These custom widgets show up in the same list as our standard widgets, under summary section configuration.

          



    Thanks,
    Manu
    sam_suhajda
    sam_suhajda
    • sam_suhajda
    • Contributor ⭐️⭐️⭐️
    • May 31, 2017
    oh perfect, thank you!
    manu_mittal
    christopher_sanderson
    Forum|alt.badge.img+3
    It would be interesting to add some sort of visualization to these widgets as well.  Like to see colors or images, similar to the CTA or NPS widget.
    rohit_sharma
    jon_harris
    • jon_harris
    • Contributor ⭐️⭐️⭐️
    • May 30, 2018
    I too would like to be able to do this.  We have a field in Summary section of our 360 Layout called "NVM Customer Success Manager" and we simply want to change this to "Assigned CSM"
    ian_cage
    • ian_cage
    • Contributor ⭐️
    • May 30, 2018
    I agree with Jon, renaming of fields seems to be a very basic function and I'm astonished that it's not been made configurable previously. With the original idea being 2 years old, I would have presumed this would have been rectified by now, but it appears not 😞
    ky_powell
    Forum|alt.badge.img
    • ky_powell
    • Contributor ⭐️⭐️⭐️⭐️⭐️
    • February 4, 2019
    This is necessary for our org as well. Right now we have two different scorecards, a healthscore and an adoption score. But in the C360 summary, the widget is called Healthscore, even when it is displaying the adoption score. It should be renamed based on the scorecard name. It's very confusing to the team.

    amanda_neil
    Forum|alt.badge.img
    • amanda_neil
    • Contributor ⭐️⭐️⭐️⭐️⭐️
    • May 9, 2019
    Any update ont his requeast? This is really confusing for our teams as we have several health scores, but the widget is called scorecard. I echo everyone's comments on this post and would like to see if ther is an update on this from the product team?

    amanda_neil
    Forum|alt.badge.img
    • amanda_neil
    • Contributor ⭐️⭐️⭐️⭐️⭐️
    • May 9, 2019
    Any update on this request? We need this at the R360 level as well since different proudcts/services can have different scorecards. We want to be able to rename the widget from Scorecard to Healthscore.

    darshana.shah
    Forum|alt.badge.img+3
    • darshana.shah
    • Contributor ⭐️⭐️⭐️⭐️
    • September 15, 2020

    Love the discussion around widgets can we also make the field name editable. So we have a widget that reports into the dashboard with additional detail. However, in the expandable report, we can not edit the header (field names) so we have a few columns that just say “NAME”. It is confusing. 

    Not sure if this is already part of the roadmap but would love to be able to redefine these in dashboards reporting as well. 

     

    Darshana Shah

    ADP

    Darshana Shah
    Terms & ConditionsCookie settingsAccessibility statement