Skip to main content
Contributor ⭐️
Feb 25, 2025 12:21 PM UTC
Question

Building At-Risk Sub Reasons?

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.

5 replies

romihache
VIP ⭐️⭐️⭐️⭐️⭐️
Feb 26, 2025 9:20 AM UTC

Hi ​@TMMWK 
Can you share some screenshots or recordings of what your current process looks like?

Translate
Continuous improvement is better than delayed perfection
Carol_Keyes
Helper ⭐️
Feb 28, 2025 3:49 PM UTC

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:

  1. Dependent Picklists in Risk Object:

    • This is the most common and recommended approach.
    • Create a "Primary At-Risk Reason" picklist field on the Risk object.
    • Create a "Sub-Reason" picklist field that is configured as a dependent picklist, where the options available in the "Sub-Reason" field are filtered based on the selection in the "Primary At-Risk Reason" field.
    • How to implement:
      • Navigate to Administration > Object Management > Risk.
      • Create or edit the "Primary At-Risk Reason" picklist field.
      • Create or edit the "Sub-Reason" picklist field.
      • Within the "Sub-Reason" field settings, configure the dependency on the "Primary At-Risk Reason" field, mapping the relationships between the options.

So would love to know if this really is possible. Haven’t tried yet. 

Translate
Carol Keyes
TMMWKAuthor
Contributor ⭐️
Mar 20, 2025 12:33 PM UTC

Thanks ​@Carol_Keyes  - I might have my team look into that.  


​@romihache - Thanks for being willing to look at our current setup.  Here are a few screenshots of what our current Risk CTA template looks like with the reason code.  We ended up building another tool for our CSMs to capture sub-reason but it isn’t linked to GS and requires them to manually go into that other tool to enter a sub-reason. 

I would prefer we keep these together in 1 object or as one unified workflow.

Translate
manda.edmonds
Contributor ⭐️⭐️⭐️⭐️
Apr 1, 2025 4:31 PM UTC

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!

Translate
CristianaF
Contributor ⭐️⭐️⭐️
Apr 1, 2025 8:06 PM UTC

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!

Translate
We may encounter many defeats, but we must not be defeated.