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keith_mattes
Helper ⭐️⭐️
March 9, 2021
New Idea

Admin QOL: Full Dependency Report

  • March 9, 2021
  • 17 replies
  • 235 views

When working in Data Management and attempting to obliterate an improper or vestigial field it would be nice to have a FULL dependency report to help admins locate every spot they need to modify in order to remove the field.

Currently, this only works for one selection at a time and each time you want to investigate where a dependency is, you need to re-input the Field in the top right drop down.

BONUS POINTS: We have an automatic dependency interface/report that allows us to selectively remove a field from multiple areas at once or “Remove all” so the Admin doesn’t have to go to every item (similar to company merge/show all fields). (yes this is very complex)

17 replies

gunjanm
Expert ⭐️
March 9, 2021

Give me that Bonus Idea, please!!!

  
End Proctoring-
 
Gunjan
darkknight
Expert ⭐️
March 9, 2021

I wish I could vote for this 1000 times.

Jeff Kirkpatrick
heather_hansen
VIP ⭐️⭐️⭐️⭐️⭐️
March 9, 2021

:heart_eyes:

travis_floyd
Contributor ⭐️⭐️⭐️⭐️⭐️
March 9, 2021

And this needs to include Data Designer and Journey Orchestrator dependencies!  Currently, the Data Management Dependency mapping does not show these dependencies.

Be excellent to each other.
ssamarth
Gainsight Employee ⭐️
Gainsight Employee ⭐️
March 23, 2021

@keith_mattes When user clicks on dependency tab it does give a full dependency report for all fields in an object. Field filter is an added flexibility to view dependencies for a particular field.

darkknight
Expert ⭐️
March 23, 2021

@ssamart

The challenge that @keith_mattes is pointing out is that currently you have to select a field per functional area at a time:

  • Search for the field under rules
  • Search again for the field under reports
  • Search again for the field under C360

What we’re all asking for is the ability to search for a field once  and have it display every asset/functional area where the field is being used…

including Data Designer and Journey Orchestrator which it currently does not.

 

I should be able to select a field once and see everywhere it’s being used. Currently this process takes a long time to complete.

Jeff Kirkpatrick
ssamarth
Gainsight Employee ⭐️
Gainsight Employee ⭐️
March 23, 2021

@darkknight Thanks for the feedback. We will keep this in consideration in our dependencies UX revamp

keith_mattes
Helper ⭐️⭐️
March 23, 2021

Thanks for the assist @darkknight , looks like YOUR coffee was stronger than mine today! :)

Sr. Customer Success Operations Analyst/Gainsight Admin/Data Nerd
darkknight
Expert ⭐️
March 25, 2021

I’d like to add that field dependencies should also include their use in Dashboard Global Filters.

 

Basically EVERYWHERE

Jeff Kirkpatrick
darkknight
Expert ⭐️
March 25, 2021

Success Plans and C360 Summary too.

@dan_ahrens @minh_phan here’s something that really needs to move to the top of the pile.  It’s so easy to inadvertently break things without being able to fully identify dependencies throughout the product.

This bit me hard today because post-NXT migration we had duplicate user lookup paths on our Company object (that no one explained would happen - pre-existing SFDC ID lookups and new GSID lookups)

To reduce confusion and complexity, I’ve been working on trying to swap everything out from the SFDC ID lookup path to the GSID lookup path and was relying on Dependencies (and Analyzer) to help with that effort.

Well, it turns out I missed some places...and so when I deleted one of the SFDC ID lookup paths (which Data Management let me do):

  • The entire C360 Summary stopped displaying (because it was being used as a field on the Summary that I had forgotten) and our users thought Gainsight was down (why would the whole section vanish?)
     

     

  • A Data Designer set freaked out and said ALL fields were removed from a dataset (until I just removed the one Lookup field and saved the set)
  • Success Plans stopped displaying on C360 (just displayed as below - which is astounding..why would the entire Success Plan stop displaying) because it was being used on an SP layout.
  • ALL 16 Dashboard Filters from a dashboard vanished because ONE report was pointing to the old field path in ONE of the Dashboard Filters (also inexplicable - why would they ALL disappear?):
    Broken view
    Fixed view
  • A Journey Program produced an error because it was being used in a query (fortunately only as a show field and nowhere else)

For an enterprise-level application, we really should be able to easily (and trustworthily) identify everywhere fields are being used throughout the product and be prevented from shooting ourselves in the foot.

 

Jeff Kirkpatrick