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ganesh
Contributor ⭐️⭐️
September 1, 2016
New Idea

Ability to add rich formatting in Gainsight text (CTAs, tasks, descriptions, etc.)

  • September 1, 2016
  • 33 replies
  • 596 views
On behalf of a customer - it would be great to be able to have rich formatting available in Gainsight. Bolding, underlining, coloring, type face, indenting, bullets, etc-- things that will make playbook tasks jump out or link to additional materials. Currently, this can be done in a text app and then copied and pasted in. But it does not translate well and it looks poor aesthetically (haphazard).

Thanks!

    33 replies

    nick_austin
    Contributor ⭐️⭐️
    March 30, 2017
    This is crazily painful for us - I've spent hours trying to format task descriptions, it shouldnt be this hard.
    The tasks window is so crazily small (as it cant be resized / popped out), that we need to be able to have hyperlinks with a shortened URL (eg click here), and we are keeping a fair amount of information in our description, so it needs to be easy to format.
    The only way to do this is copy in from something like Word, but once a URL is in, it cant be formatted further or amended, however, the process of copying brings over random Word formats (eg double spacing, which although not present in the source formatting, appears in the task formatting)

    If we were using tasks to contain small amounts of information, I wouldnt mind, but we are using it to describe in-depth best practices, and link off to further documentation (which the user may, or may not want to view), so formatting is desperately needed

    Thanks
    Nick
    nitisha_rathi
    Expert ⭐️⭐️
    June 15, 2017
    Hi Nick,

    We are improving cockpit usability. Ability to add rich text and increase in cockpit detail view width will be available in fall release.

    Thanks,
    Nitisha
    darkknight
    Expert ⭐️
    December 19, 2017
    I love that you can do rich text formatting in Timeline - but it is sorely needed elsewhere - basically anywhere you can add free text: Playbook, CTA, Task comments and descriptions, Scorecard Comments (including when setting via Rules engine), etc.

    Right now I'm trying to add several comments to a Set Score 2.0 action, but when it writes to the customer's score comments, it's all in one line which makes it difficult to read.  I don't suppose there is a secret way of which I am not aware to insert a carriage return there?
    Jeff Kirkpatrick
    hayley_jean_farr
    Contributor ⭐️⭐️⭐️
    February 1, 2018
    YES, YES, YES to all of the above. This is very painful for us. Would also like to embed pictures, attach documents, pull in Salesforce Knowledge Articles into the Playbooks. 

    Did this come out in the Fall release? 
    hayley_jean_farr
    Contributor ⭐️⭐️⭐️
    February 1, 2018
    Did this come out in the Fall release?
    cmultanen
    Helper ⭐️
    February 21, 2018
    We would also love to have this ability, especially for success plans and playbooks. It would really help improve the user experience for our AM/CSM team. 

    Is this still planned for a future release? 
    amanda_kamich
    Contributor ⭐️⭐️
    March 1, 2018
    It's so painful to not have rich text editing in playbook tasks.  It's taking forever to set up the tasks and the results still look awful half the time.   
    darkknight
    Expert ⭐️
    March 13, 2018
    How soon before this is available?  This is a MAJOR pain trying to get Task Descriptions in the playbooks formatted appropriately.  
    Jeff Kirkpatrick
    darkknight
    Expert ⭐️
    March 13, 2018
    Just an example.... I can copy from a word doc and use “Paste and Match Style” into a Task Description (in Playbook builder) and the formatting with bullets is ok, but I lose any hyperlinks, bold highlights, etc.:


    When I copy from Word and use regular Paste (so that I can include the hyperlinks and bold highlights) then when the Playbook is used with a CTA, it looks like this in the Playbook editor:


    (incidentally, if I don’t add an extra blank bullet line in my source file, then the last line doesn’t get a bullet when I paste it, as shown above)

    BUT, when the Playbook gets applied to a CTA, it ends up looking like this:





    I had to scroll down to capture that last line in a screen shot.

    Another example where I did copy/paste and it looked somewhat normal in the Playbook builder, but applying to CTA ended up like this:



    This is VERY painful and time consuming.  Is there a workaround for this?  
    Jeff Kirkpatrick
    darkknight
    Expert ⭐️
    March 13, 2018
    Discovered a new problem...I tried entering each item line by line into the Description field in Playbook builder, with a carriage return and a manual bullet on each line...and I get an error:  "Unable to save the Task. Data entered in the Text field(s) cannot be saved, shorten the data and try again."



    It's the same verbiage I previously copy/pasted into the Description field and it let me save the playbook.   
    Jeff Kirkpatrick