Skip to main content
New Idea

Customer Goals - Requiring a new field should not consider "soft deletes"

Related products:CS Success Plans & Customer Goals
  • March 13, 2025
  • 1 reply
  • 9 views
sai_ram
  • sai_ram
    sai_ram

andreammelde

If we make a new field on Customer Goals and use the rules engine to populate the field, it is not able to be “required” without support populating “soft deletes”. This causes an issue due to the timing, but additionally removed the ability for admins to manage the feature completely. Note - deleted Customer Goals do not show in report builder, so there is no way to identify. I had to open a support ticket to understand why I was getting this error even though my report was showing no records as null with the field I was attempting to require.

 

It should be easier for us to evolve Customer Goals without needing to engage with support to run backend processes that appear to be addressed when running validations.

1 reply

markglenwalker

I had a similar issue yesterday. I was attempting to make fields mandatory but because some deleted goals did not have values on those fields, I was receiving an error message. Found this out via gainsight support ticket, and support had to remove the “soft-deleted” records in order for me to be able to make the fields mandatory.


Reply


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings