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diana_luo
diana_luo
Contributor ⭐️⭐️⭐️⭐️
November 30, 2018
Question

Add field to the Timeline from GS Relationship

  • November 30, 2018
  • 1 reply
  • 62 views
We have a field on the GS Relationship that we'd like to add to the Activity Timeline to use for triggering CTAs. I understand it's not possible to write data to the Timeline using Rules Engine, so would like to understand what our options are. Thanks!

1 reply

dan_ahrens
dan_ahrens
Expert ⭐️⭐️⭐️
November 30, 2018
If it's a field that the CSM would update manually, you can create that custom field on the Timeline activity type: https://support.gainsight.com/Timeline/Admin_Guides/Configure_Timeline_View_for_C360_and_R360#Add_New_Custom_Fields_to_Activity_Layout

If it's a field that the CSM won't be changing and is part of the GS Relationship record for that account/relationship - then use a bionic rule to bring that data in along with the relevant timeline data as your source data when building your rule that creates the CTA.

VP of Customer Success at Forcepoint
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