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Hi Gainsight Team,

It would be great if there was more flexibility in the CTA and TImeline form to show additional fields based on when a certain field is filled out and required. For our current use case, we’re capturing different account risks and want to ensure that the CSMs are filling out the appropriate fields based on the type of risk. Today, CSMs are forgetting to fill out key information and requiring these fields are not an option as the situation may not warrant that specific field to be filled out. 

 

If you have any insight or workarounds on how to achieve this,  I would love to hear.

Hi @rsivesind - based on the CTA Type and Timeline Activity type, you can configure certain fields to appear and even be mandatory. 

 

Info for CTA detail customization: https://support.gainsight.com/Gainsight_NXT/04Cockpit_and_Playbooks/03Admin_Guides/Configure_CTA_Detail_View_Layouts#CTA_Detail_View_Layout_Configuration

Info for Timeline detail customization: https://support.gainsight.com/SFDC_Edition/Timeline/Admin_Guides/Configure_Timeline_View_for_C360_and_R360#Add_New_Custom_Fields_to_Activity_Layout

Hi @rsivesind - based on the CTA Type and Timeline Activity type, you can configure certain fields to appear and even be mandatory. 

 

Info for CTA detail customization: https://support.gainsight.com/Gainsight_NXT/04Cockpit_and_Playbooks/03Admin_Guides/Configure_CTA_Detail_View_Layouts#CTA_Detail_View_Layout_Configuration

Info for Timeline detail customization: https://support.gainsight.com/SFDC_Edition/Timeline/Admin_Guides/Configure_Timeline_View_for_C360_and_R360#Add_New_Custom_Fields_to_Activity_Layout

@rsivesind did the above comments helped you? Do you still need any help here? Please let us know if you need any help. 

@sai_ram - This is helpful, however it would be nice to have have mandatory/required fields based on a conditional field. For example, if there was a field called Account Health Status Green, Yellow, Red, it would be ideal to have a field required if the option was Yellow or Red. Or even have certain fields appear based on a selection so the CSM is guided through fields that need to be captured. 

Has there been any progress made on conditional fields on Timeline Entries or CTA? For example, if someone chooses No on a field, then make another field on that TE/CTA REQUIRED. If they select Yes, then make the other field OPTIONAL.

Timeline/CTA config documentation does not help answer my question.

+1 on this request for the ability to have conditional fields. If X is selected, then display Field XYZ for input.

 

Our CSMs are required to log a timeline outlining risk. If there is no risk, there is no need to fill out Field XYZ. However if there is risk identified, we want the CSM to provide input on Field XYZ.

 

I hope that makes sense!

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