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Contributor ⭐️⭐️⭐️
July 16, 2020
New Idea

Ability to favorite Timeline Entries

  • July 16, 2020
  • 8 replies
  • 136 views

My team would love the ability to be able to favorite/start certain timeline entries and be able to pull them from a list on global timeline (similar to the drafts list). 

    8 replies

    jean.nairon
    Expert ⭐️
    July 17, 2020

    Are you looking to just have just mark the activity as a Star. Or are you hoping to track everyone who is starring or favouriting the activity similar to how you can like a post in this community?

    If you are looking to just add a flag to the account called Star or Favourite, you can add a boolean field to the activity to star it. This won’t allow multiple people to star it though. 

    Jean
    sromaAuthor
    Contributor ⭐️⭐️⭐️
    July 17, 2020

    Thanks @jean.nairon ! We were hoping to be able to favorite a specific timeline entry (not a partner) to be able to go back and look at a list of favorited timeline entries 

    jean.nairon
    Expert ⭐️
    July 17, 2020

    @sroma - are you looking to have the multiple people favourite a specific timeline entry?

    Jean
    sromaAuthor
    Contributor ⭐️⭐️⭐️
    July 17, 2020

    That would be nice but it’s not completely necessary- mostly just want the account holder to be able to do so! @jean.nairon 

    jean.nairon
    Expert ⭐️
    July 17, 2020

    @sroma - what I would recommend then is to add a checkbox on the timeline activity. It will allow you to star the activity and you could pull this field into reports as well. Here’s what you would need to do: 

    1. Navigate to Administration > Timeline.
    2. Select the activity type you want to edit or create a new activity type
    3. Click + FIELD.
    4. From the Field type drop-down menu, select checkbox.
    5. Enter a Name for the field.
    6. Click SAVE.

    Here’s some more info on editing activity types: 

    https://support.gainsight.com/Gainsight_NXT/Timeline/02Admin_Guides/Configure_Timeline_Settings#Create_Activity_Types

    Jean
    sromaAuthor
    Contributor ⭐️⭐️⭐️
    July 17, 2020

    AWESOME this worked great! Thanks again @jean.nairon 

    jean.nairon
    Expert ⭐️
    July 17, 2020

    You’re most welcome!

    Jean
    sai_ram
    Expert ⭐️⭐️
    July 21, 2020

    You’re most welcome!

    @jean.nairon Thanks for the quick update!