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diana_luo
Contributor ⭐️⭐️⭐️⭐️
December 12, 2017
Solved

Playbooks not available error message / CTAs dropdown blank

  • December 12, 2017
  • 18 replies
  • 296 views
Hi, has anyone else experienced a "Playbooks not available" error message, and/or a blank dropdown in the Reason field when adding a CTA? 

I've seen this behavior for multiple users across our org, many times, during a training and in their day-to-day. I'd love to learn if other orgs have experienced this too and how best to solve. I've asked our users to refresh, close out of and restart Gainsight, which only works sometimes. It has been disruptive to workflow as our users are updating multiple CTAs from their Cockpit. 

Thanks!
Best answer by mary_taylor_nf
So I found out that for Success Plans the type of Playbook must be Objective in order for it to show up when I try to map an Objective to a Playbook.  So mystery solved, this is now working for me!

18 replies

mary_taylor_nf
Helper ⭐️
February 15, 2018
Diana, was this ever resolved?  I'm having the same error.  I created some playbooks at the relationship level, and now I'm creating success plans at the relationship level.  After I create my objective I'm trying to map it to the playbook I created and I'm getting the same error as you 'Playbooks not available'
mary_taylor_nf
Helper ⭐️
February 15, 2018
Sam, you may not ship Playbooks for Objectives, but why wouldn't GS see the playbook I created?  The playbook and my success plan are at the relationship level, but when I try to map an objective to my playbook I get the 'Playbooks not available' message
Gainsight Employee ⭐️
February 15, 2018
Hi Mary,

Is this an intermittent issue or you are always seeing this issue?

Regards,
Hitesh
mary_taylor_nf
Helper ⭐️
February 15, 2018
Hi Hitesh,
I'm trying to create my first Success Play.  So at the relationship level I created several playbooks, then I went into Admin Success Plans to configure the plan.  I did this at the relationship level.  I created a success play type, then created a template based on that type.  I defined 3 Objectives, and after creating those I tried to click on the 'Map Playbook' from the upper right dropdown on the objective and I get the message that playbooks are not available.  Is there some type of linkage I need to do to get my playbooks to appear?
diana_luo
diana_luoAuthor
Contributor ⭐️⭐️⭐️⭐️
February 15, 2018
Hi Mary, our users continue to experience the playbooks not available error message intermittently. So far, we've not been able to identify what's causing this.
diana_luo
diana_luoAuthor
Contributor ⭐️⭐️⭐️⭐️
February 15, 2018
Hi Mary, our users continue to experience the playbooks not available error message intermittently. So far, we've not been able to identify what's causing this.
mary_taylor_nf
Helper ⭐️
February 15, 2018
Very frustrating!  Not sure how I get around this.  I can't launch a Success Plan without the playbooks.
mary_taylor_nf
Helper ⭐️
February 15, 2018
So I found out that for Success Plans the type of Playbook must be Objective in order for it to show up when I try to map an Objective to a Playbook.  So mystery solved, this is now working for me!