CTA detail view for linked objects- respecting record type limitations on picklist (and other places)

+1, we just ran into this issue while trying to use Linked Objects for our risk alert process. We have risk-related fields that live on the SFDC Opportunity and were hoping to use the Linked Object functionality to allow CSMs to create new risks and update these SFDC fields directly from Gainsight.

Gainsight is currently showing all picklist values which is not what we would expect given the dependencies set in SFDC. As a result, our CSMs will still have to go to SFDC to update these fields. 

Update: Gainsight does prompt an error message when you try to pick a value that isn’t allowed per the dependencies in Gainsight but this is still not ideal:

I would also suggest updating the Linked Object support article to make this limitation more apparent. 

Team - This is a necessary addition and one we are very dependent on. Currently, we have CTAs based on outreach campaigns in a certain task record type. Gainsight is showing all of the many picklist values (not the restricted values based on this record type) and it is very cumbersome to go through and try to find the 5 relevant statuses that must be selected. 

We are testing this out with a campaign that has ~60 CTAs but are loading an 8K CTA campaign in several weeks and are already getting many complaints and confusion from seeing all picklist values.

Thanks!  

Valid problem. We are looking into solving this while we don’t have an exact timeline yet. Thanks.

+1 on this… want to make it so that CSMs can manage their stages of an opportunity right thru the CTA… however, it’s showing ALL stages and not respecting the restrictions set for that opportunity type.

CSMs are then needing to go into SF to update stages.

appreciate any interim workarounds to this as well.