Improve Data Designer - User Look Up is stripped

Hi @andorfuhrer,

Gainsight relies on Mappings to identify these special fields. Data designer automatically inherits the mappings if you bring in both id and name after expanding the + icon. Example if there is an Account Owner field that looks up to User, do not check Account Owner, but expand Account Owner and check the GSID, Name fields from User object. 

Let me know if you are still facing any challenges here.

Hi Andor.

Please expand the + icon for the lookup fields and select the fields from there. That will solve your issue.

Bumping this up.  I don’t think either of the comments address this issue.  The issue here is that if you include the “CSM” user lookup field, your only option is to story that as a Text Field.  If you want the Manager field(s) you then have to bring in all of those as text fields as well.

Instead, if you could establish (even manually) the lookup path then you’d be able to use dynamic filters for dashboarding so that you could use the “Current User” / Other User filter. This would also prevent having to bring in a bunch of extra fields that would otherwise just be able to be added in reporting by using the lookup ID to pull in Email, Name, etc.

This is also true for Company ID if you have a DD at the relationship level.

Yes. We would love to have Data Designer enhanced to allow for lookups. This would greatly simplify the creation of the designs, so we would not have pull in every single field that we would ever need from the related object(s).

Any other custom table that an admin creates (both low and high volume) allow for lookup fields, but Data Designer does not.