Skip to main content
Released

Add Rules Engine & Reports Builder to menu bar tabs

Related products:CS Rules Engine
johntrask_bt
jean.nairon
ben
prithvi_vihari
joseph_siudzinski
+15
  • johntrask_bt
    johntrask_bt
  • jean.nairon
    jean.nairon
  • ben
    ben
  • prithvi_vihari
    prithvi_vihari
  • joseph_siudzinski
    joseph_siudzinski
  • alex_legay
    alex_legay
  • heather_hansen
    heather_hansen
  • sai_ram
    sai_ram
  • johnheintschel
    johnheintschel
  • SKondreddy
  • tammy_c
  • cankney
    cankney
  • bradley
    bradley
  • romihache
    romihache
  • alizee
    alizee
  • duncan.young
    duncan.young
  • dayn.johnson
    dayn.johnson
  • aaronhatton
    aaronhatton
  • AaronOl
  • victoriatejera

ben
  • Helper ⭐️⭐️⭐️
  • 314 replies
Could we get the Rules Engine & Reports Builder as things you can add to the Menu Bar Tabs of your Gainsight view? Right now I have to go into Administration first. It would be SO NICE to skip that step and be able to just go straight to the two sections under Administration that I visit most.

Ideally, the permissions associated with these items would still persist. Not sure if that creates problems though.

2 replies

nick_ohlheiser
  • Contributor ⭐️⭐️
  • 6 replies
  • August 2, 2017
Bookmarks are your friend 🙂

alex_legay
Forum|alt.badge.img+6
  • Helper ⭐️⭐️⭐️
  • 155 replies
  • August 3, 2017
Hey Ben,

You can do this now with a few steps.
This should help!

When creating the tabs you can select which app to add the tabs to and Gainsight should be one of them.

If for some reason you need to change what is showing in the Gainsight App in SF go to Create-> Apps and click edit next to Gainsight and move the tabs over you need.



Note: The visual force page for rules engine is called "RulesManager"

-Alex

Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings