Building At-Risk Sub Reasons?

Hi ​@TMMWK 
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:

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. 

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.

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!