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Scorecard criteria does not support lookup fields and

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  • heather_hansen
    heather_hansen
  • tmorgan
    tmorgan
  • Veronica.Moore

meenal_shukla

Trying to assign scorecard based on a set of criteria (the CSM/Account owner field in the Company object), it is not available in the drop down list on the company object even though it is a field in the Company object. We can’t use lookup fields for criteria.

Also, only the below listed data types can be used in “applies to” section

  • String
  • Number
  • Picklist
  • Boolean

Can we have flexibility on having different fields in the criteria for Scorecards? 

shantan_reddy
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@meenal_shukla We will add it to our backlog. Are there any specific data types that you would like support for?

 

Regards,

Shantan


Asritha
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  • Gainsight Employee ⭐️
  • November 26, 2024

Hi Shantan,

We received a request from “Hootsuite” customer to support multi-picklist data type fields as well as they want to use the multi picklist field in Scorecard Applies To filter criteria.

As per current design, we are only supporting these 4 data types -
 
Number,
String,
Boolean,
Dropdown list

Tenant ID - 3da53de5-981e-4abf-bbe2-cf57891e052c



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