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Gainsight Employee ⭐️
January 18, 2022
Solved

Ability to filter on all fields in Timeline custom view

  • January 18, 2022
  • 3 replies
  • 160 views

On applying the filters over timeline custom view as I could see most of the fields are not exposed as filterable. One of the use case below.

regarding the timeline tab - is it possible to create a specific timeline view based on Context Name? I have a customer from chat that wanted to try and build a timeline view only with CTA related timeline entries, just wanted to get a better idea of what field needed to be leveraged to filter timeline entries by source. Based on what I have seen, you can’t create a timeline view filter off of Context Name, and many fields from timeline do not appear to be getting exposed as filterable fields on the timeline tab

Best answer by alizee

For those who’d like to upvote, I’ve created this in the idea format which can be upvoted:

 

3 replies

jeremy_johnston
Helper ⭐️
January 18, 2022

+1 this is a use case my users have

-JJ
alizee
alizeeAnswer
VIP ⭐️⭐️⭐️⭐️⭐️
July 26, 2024

For those who’d like to upvote, I’ve created this in the idea format which can be upvoted:

 

The most expensive part of building is the mistakes. That's true in construction. Not so much in CSOps. So ask questions, make mistakes and learn. All views expressed here are my own.
Helper ⭐️⭐️
August 21, 2024

+1 for this idea. Our use case is to be able to filter on Milestone type