Hi - Does anyone have any experience building At-Risk Sub-Reasons on 1 form or object?
We have primary At-Risk reasons, however, in order to create sub-reasons, our CSMs would have to submit the risk and then go back into it.
Thanks.
Hi - Does anyone have any experience building At-Risk Sub-Reasons on 1 form or object?
We have primary At-Risk reasons, however, in order to create sub-reasons, our CSMs would have to submit the risk and then go back into it.
Thanks.
Hi
Can you share some screenshots or recordings of what your current process looks like?
We ran into something similar and since we could not make the risk sub-reason dependent on the risk reason selected we ended up making the risk reason a more extensive list.
Now when I ask my buddy GPT it says:
Leveraging Gainsight's Capabilities:
Dependent Picklists in Risk Object:
So would love to know if this really is possible. Haven’t tried yet.
Thanks
I would prefer we keep these together in 1 object or as one unified workflow.
We have a custom field for a more detailed reason that is a multi-select that allows the CSM to attribute multiple reasons. This has helped a lot!
We have a custom field for a more detailed reason that is a multi-select that allows the CSM to attribute multiple reasons. This has helped a lot!
We did something similar—I created a custom field for the primary sub-reason, and we also added 'Additional Reason' and 'Additional Subreasons' as multi-picklist values. It’s been really helpful for capturing more detailed insights!
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