Skip to main content
kelly
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

      Show previous replies
      kelly
      kellyAuthor
      Helper ⭐️⭐️⭐️
      August 26, 2019
      Thanks Karl. Yes, that is how it behaves for me, but the actual filtering doesn't work.



      See below, I have participants with the Region US or Canada. I try both Enter and Tab for includes, and the Preview is blank. The only time I've encountered the preview not to render is when there is something wrong with the variant filter logic.



      In the second sample, if I break the regions out to two different statements, the preview then renders.



      ​





      ​
      For the Rules Engine, for some reason Includes is not an option for me for that field so I can't test it there, but maybe that's a setting on our end somehow, I will check with our Admins for that.



      manmeet_dosanjh
      manmeet_dosanjh
      Helper ⭐️
      August 26, 2019
      +1 to this request!

      I would envision that this would work similar to how Salesforce reports allow you to just enter a ',' between values, even if it's '=' or 'includes'.

      This would be much easier than adding the field each time then editing the filter logic to OR.

      karl_rumelhart
      karl_rumelhart
      Expert ⭐️
      August 26, 2019
      @kelly It looks like the difference is between Salesforce objects vs MDA objects. I am not sure why there is a difference here but not in reporting. @swaroop_badam or @jitin_mehndiratta can you explain?

      diane_morneau
      diane_morneau
      Helper ⭐️⭐️⭐️
      August 27, 2019
      I tested it with a multi variant template and the moment I apply a formula to a variant with the include operator, I don't see any of the template text in my previews.

      swaroop_badam
      swaroop_badam
      Helper ⭐️
      August 28, 2019
      We are planning to release this for Salesforce objects in October release

        swaroop_badam
        swaroop_badam
        Helper ⭐️
        December 3, 2019

        We couldn’t take this up due to other priorities. But it is definitely part of our roadmap.

          sai_ram
          sai_ram
          Expert ⭐️⭐️
          December 4, 2019

          @swaroop_badam Thanks for your honest reply! 

          kelly
          kellyAuthor
          Helper ⭐️⭐️⭐️
          March 10, 2020

          This appears to present itself in other places, not just variant filtering. I can also not use ‘includes’ in a string field when using calculated fields on a conditional wait step. Any chance this is going to be picked up again @swaroop_badam?

          kelly
          kellyAuthor
          Helper ⭐️⭐️⭐️
          June 2, 2020

          Any update here?

          phani_kumar
          phani_kumar
          Gainsight Employee ⭐️⭐️
          July 8, 2020

          +1 to this.

          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.
           

          Actually, when we used “Includes” in Program Variant filters it is converting it to “=” equals after saving the condition.

          Screenshots for the same

          After saving the filter condition.

          Thanks.

            Show more replies
            Terms & ConditionsAccessibility statement