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kelly
Helper ⭐️⭐️⭐️
August 26, 2019
New Idea

Allow for multiple values when filtering 'Includes' on a String field

  • August 26, 2019
  • 27 replies
  • 5045 views
In Salesforce you just separate values with a comma when using Includes, but it doesn't seem possible in Gainsight. Instead, I have to have a separate filter for each value I'd like to include which complicates the advanced logic string when I should be able to just include them in a single filter.

For example, I want to deliver an email variant based on country. If it's not a picklist, I have to write:

(A) Country = USA

(B) Country = UK

(C) Country = AUS

(D) Country = NZ

A OR B OR C OR D

Instead, I should be able to write

(A) Country includes USA,UK,AUS,NZ

In this example, it's quadruple the work for each template that has this filter; add on any additional filtering and it becomes cumbersome pretty quick. Is there any way to include multiple values when the field is not a picklist? I've tried contains, comma, comma and a space, semicolon, semicolon and a space, and Gainsight converts it to = after saving (ie, Country = ('USA,UK,AUS,NZ') ), but it does not work.

    27 replies

    jagadeesh_kumar_paidimarri
    Helper ⭐️⭐️
    August 26, 2019
    Could you press enter after entering each string value ?

    kelly
    kellyAuthor
    Helper ⭐️⭐️⭐️
    August 26, 2019
    That also results in converting it to = and the preview will not load, which I've discovered happens when filter logic is invalid.

    *Edit: Converts Includes to Equal and the values change to ('USA','UK','AUS','NZ')

    grace_tester_919
    Contributor ⭐️⭐️
    August 26, 2019
    This would also be great for Reporting and rules engine 🙂

    karl_rumelhart
    Expert ⭐️
    August 26, 2019
    kelly
    kellyAuthor
    Helper ⭐️⭐️⭐️
    August 26, 2019
    That appears to only work in Report Builder. Any plans to build this into email variant and rules engine filters?

    @grace_tester_919 that should help you with reporting, though!

    karl_rumelhart
    Expert ⭐️
    August 26, 2019
    Works for Rules, too. Here is a flter in a fetch task.

    I don't know off hand about email variants...I suspect it works there, as well.

    kelly
    kellyAuthor
    Helper ⭐️⭐️⭐️
    August 26, 2019
    My mistake on rules engine.

    I tried in Variant Filters, it does not work there 😕 it acts the same as Enter and doesn't highlight/separate the entries as in your example. It then converts to EQUALS after saving. For some reason I'm getting an error in trying to upload images to Community today so I'm not able to share what it looks like.

    karl_rumelhart
    Expert ⭐️
    August 26, 2019
    I am seeing a slighly odd UI behavior but the basic funcitonality is working for me.

    Here it is after saving



    karl_rumelhart
    Expert ⭐️
    August 26, 2019
    Which I guess is what you were saying @kelly :)

    karl_rumelhart
    Expert ⭐️
    August 26, 2019
    @nitisha_rathi @farhat_mirza Please look at the UI for includes on email variant filter.