I’m looking to build a report on Success Plans that includes the Objective Type (CTA Type) name. What field will allow me to pull this data in?
Solved
Report on Objective Type?
Best answer by matthew_lind
If that’s the case, then you should begin not with the Success Plan object, but with the Call to Action object. This is because a single Success Plan typically has many CTAs (1:many), and therefore the out-of-the-box Lookups will not let you traverse from Success Plan to CTAs (1-->many), but will let you traverse from CTAs to Success Plan (many-->1). Set a filter on your CTAs that the related Success Plan field is not null.
Bear in mind your output will include 1 row per CTA, and therefore each Success Plan may be represented by several rows.
+11If that’s the case, then you should begin not with the Success Plan object, but with the Call to Action object. This is because a single Success Plan typically has many CTAs (1:many), and therefore the out-of-the-box Lookups will not let you traverse from Success Plan to CTAs (1-->many), but will let you traverse from CTAs to Success Plan (many-->1). Set a filter on your CTAs that the related Success Plan field is not null.
Bear in mind your output will include 1 row per CTA, and therefore each Success Plan may be represented by several rows.
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.