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New Idea

Improve playbook selection UI when creating new CTA

Related products:CS Cockpit & Playbooks
mindy
heather_hansen
sdrostgainsightcom
TMaier
romihache
+3
  • mindy
    mindy
  • heather_hansen
    heather_hansen
  • sdrostgainsightcom
    sdrostgainsightcom
  • TMaier
    TMaier
  • romihache
    romihache
  • dayn.johnson
    dayn.johnson
  • Veronica.Moore
  • anitat
    anitat

In our Gainsight instance, when creating a CTA, it’s difficult to browse all the available playbooks that exist for each CTA type. Only a limited number of charcters are shown, and the playbook search column width is fixed, which makes it very difficult to see the full playbook title. This is applicable on both the "Apply Playbook" and "Replace Playbook" screens.

Please could this be improved? The “search” feature is a workaround however does not account for undocumented playbooks.

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