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kcsp
kcsp
December 3, 2020
New Idea

Ability to Show/Hide Playbooks

  • December 3, 2020
  • 8 replies
  • 82 views

Currently if a Playbook is created, it is visible when creating CTAs. If the business no longer wants a Playbook used, but doesn’t want to delete it, there is no option to hide the playbook. It would be great to be able to mark Playbooks as Inactive/Active so that only Active Playbooks the business is interested in CSMs using are made visible, and other Playbooks that the business doesn’t want to delete, but wants to hide can be marked as Inactive. Similar to how Rules are Active/Inactive. 

    8 replies

    heather_hansen
    heather_hansen
    VIP ⭐️⭐️⭐️⭐️⭐️
    December 3, 2020

    @sai_ram MIght want to merge with this one?  

     

      sai_ram
      sai_ram
      Expert ⭐️⭐️
      December 8, 2020

      @heather_hansen Thanks for the note!!

      sriram pasupathi
      sriram pasupathi
      Helper ⭐️⭐️
      January 28, 2021

      @kcsp This request is valid. We will definitely consider this when we revamp playbooks to meet the Horizon experience. We are looking at a medium term roadmap here. Thanks.

        sarahmiracle
        sarahmiracle
        VIP ⭐️⭐️⭐️⭐️⭐️
        January 8, 2022

        I want to raise this request up again, especially as Playbooks migrates to the Horizon experience. The ability to mark a playbook as Inactive is helpful, but the List view of playbooks is clogged up with Inactive playbooks. It would be nice if we could easily “hide” inactive playbooks from the List View, just like we can in Journey Orchestrator, Rules Engine, etc!

        Customer Success Systems Admin @ Amplitude, 3x Gainsight CS Ops Product Council Member
        mpatra
        mpatra
        Helper ⭐️
        August 2, 2022

        Hi @sarahmiracle ,

         

        We are working on Cockpit Admin redesign in the next couple of quarters and the newer design is going to fix this issue.

         

        Thanks,

        Monica Patra

        Monica Patra | Senior Product Manager| Gainsight
        mpatra
        mpatra
        Helper ⭐️
        August 2, 2022
        Updated idea statusAcknowledged→Under Consideration
        Monica Patra | Senior Product Manager| Gainsight
        mpatra
        mpatra
        Helper ⭐️
        September 4, 2023

        Hi,

         

        With the new Playbook Redesign, we have tried to fix this issue. I am closing this request now. Please let me know if there are further issues we need to look at.

         

        Thanks,

        Monica

        Monica Patra | Senior Product Manager| Gainsight
        mpatra
        mpatra
        Helper ⭐️
        September 4, 2023
        Under Consideration→Implemented
        Monica Patra | Senior Product Manager| Gainsight
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