Survey- Inline Editing in Gainsight Reporting Platform

Hi @Prateek Parashar & team, wondering if there was any outcome to this survey & VCAM that you could share with us? I just started with a new company who doesn’t use dashboards in Gainsight yet, with a big part of this being a lack of inline editing capabilities. Was very glad to find that y’all had this conversation pretty recently, and looking forward to hearing more!

Hi @jenlpro  As a result of this survey and other user research activities that we did for this feature , we are releasing Inline Edit in Gainsight Reporting in Q4 ( tentative) by incorporating the users feedback received. Hoping that it will solve your use cases, once it releases. 

Thanks.

Hello @Prateek Parashar 

Could you please open the survey, I would like to submit my response based on my usage and scenarios we couldn’t achieve with this.

Ex:

1)We can’t edit look up fields values,CSM(user) from the in-line edit functionlity on a low volume custom object.

2)Currently we can edit company,relationship fields from Home.Hope we can get this extended to reports.

3)Enabling this on scorecard mass edit would help CSM’s to take decisions based on the scores.

I could have shared feedback if Beta was enabled for us.Support deined to enable beta version on 22nd Januaryre when we were highly relied on this feature for our upcoming release with risk management.

https://gainsight.zendesk.com/hc/en-us/requests/295503

Hi @indraneelpampatiptc Thanks for sharing your feedback on the feature .

We did discuss the look up field scenario while we were building this feature and decided to not keep it as part of first scope.

Let us consider the below scenario where we have look up from a low volume object to Company object that has look up to User object 

Record    CSM        Company     CSM City

1              Prateek    Gainsight     Bangalore

2              Rakesh    Meesho        Hyderabad

If an user wants to edit Prateek to Rakesh for record 1 , should we go and just update ‘Prateek’ to ‘Rakesh’  or should system go and change the city name too.  In short which object data system should edit -  low volume object or both low volume object and  look up objects 

We don’t  know what the user intention is when they are updating the CSM value “ Prateek”. It would have needed a complex UI solution for system to understand what the actual ask here is, hence it was not included in the initial scope . 

Also, regarding look up fields edit- are you looking to edit ALL types of look fields or just giving an ability to edit Named fields would be enough ?

Happy to discuss further on this through any means to arrive at a solution that  solves your use case.

Hello @Prateek Parashar 

We would like the ability to assign CSM from the inline editor.

With respect to the question of should we change the city of the CSM,CSM city is a look up field(CSM>City),So  by changing the CSM the city should be changed automatically(Reflected) as its a look up field.

We may need to consider another use case

Company,CSM,City

Gainsight,Rakesh,Blr

Meesho,Raja,Hyd

M1,Raja,hyd

When we change the above data to

Company,CSM,city

Gainsight,Rakesh,blr

Meesho,raja,chennai

M1,Raja,hyd(this will also show chennai)

The third record will reflect chennai.When a user changes third record to bom and fourhtrecord to chennai,we can keep the last updated record which is chennai.

Hello @indraneelpampatiptc 

I would like to learn more about point 2 that you have mentioned “Currently we can edit company ,relationship fields from Home.Hope we can get this extended to reports”

What is the use case for which you believe the existing My Portfolio widget that supports inline editing on Company and relationships doesn’t suffice - is this some existing functional limitations, UI?UX issues or something else? Would love to hear  your thoughts on this.