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Contacts assigned to tasks

Forum|Forum|11 years ago
October 5, 2015
19 replies
256 views

Is there a way to create a report to show contacts associated with CTAs/Tasks?

Best answer by rakesh

Hi @nora_soza

Data space only can navigate on direction because of the way joins (lookups) are defined (We can go from one to many, but not the other way round)

I would recommend you to try Data Designer which allows you freedom in the way you can join objects. Let me know if your problem can be solved via Data Designer or not.

Show previous replies

manu_mittal

Gainsight Employee ⭐️

Hi Laura,

You can build a Data Space on the 'Associated Records' object to report on these Contacts alongside Objective CTAs and even Success Plan level attributes. There is no need to create formula fields now.

laura_webster

Contributor ⭐️⭐️⭐️

I just fell in love with Data Spaces. Thank you. Quick question. If I have CTA's that do not have a primary contact name for a number of reasons. Is there a way to include those without a contact name in the report but just have the contact name empty? And/or is there a way to find all CTAs/Objectives with blank contact names?

manu_mittal

Gainsight Employee ⭐️

If a CTA doesn't have any Contact associated, there would be no record for that CTA in the 'Associated Records' object. So nothing to report on. What we could do is build a rule to do a count of associated Contacts and write that to the 'Call to Action' object. You could then report on the CTA object directly to grab a list of CTAs with '0' associated Contacts.

Do you always associate a single Contact to a CTA? If yes, we could do a linked object instead (screenshot below). This would enable you to grab, in a single report, CTAs that do or do not have the primary Contact associated.

laura_webster

Contributor ⭐️⭐️⭐️

Interesting. There is no such thing as "always" for us. We are very new to gainsight. I am trying to make sure I do things in a way that we get valuable information out. With the linked object, could I include the contact name in a report then? Right now, my thought was to use the contact field to enter the primary contact. This is primarily so that the CTA doesn't show up more than once on my report. We might find that later to be too limiting. Again, we are new.

manu_mittal

Gainsight Employee ⭐️

We need to instrument something scalable, so makes sense. Yes, with the linked object, you will be able to report on the CTA object and pull in the primary Contact details (via Data Space). Could you please share what kind of CTA you are creating here? Understanding your workflow would shed more light on the best path forward.

Thanks,
Manu

nora_soza

Helper ⭐️

@manu_mittal - Is an enhancement in Data Space possible to allow the CTA object to be the source object and allow us to navigate through to the AssociatedRecord. That would allow a single report to be able to report on CTAs both with or without contacts.

It’s odd to me that it’s possible if you start with AssociatedRecord as the source that you can navigate to the CTA object, but not the other way around.

rakeshAnswer

Lets put your data to work!

Hi @nora_soza

Data space only can navigate on direction because of the way joins (lookups) are defined (We can go from one to many, but not the other way round)

I would recommend you to try Data Designer which allows you freedom in the way you can join objects. Let me know if your problem can be solved via Data Designer or not.

sai_ram

Expert ⭐️⭐️

@nora_soza is your problem solved with Data Designer? Do you need any help here?

nora_soza

Helper ⭐️

Hey @sai_ram - It does. Based off an initial build, we lose some of the field formatting after the ETL. I will continue to explore the config options.

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