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cameron_wright
cameron_wright
Gainsight Employee ⭐️⭐️
January 3, 2019
New Idea

C360 assigning attributes for layouts

  • January 3, 2019
  • 8 replies
  • 115 views
We have found that when you are trying to assign a C360 layout you cannot use a boolean or specifically a checkbox field to assign a layout. The use case behind this would be an account that has a certain box checked would get a different layout than one that does not have that box checked. This would simplify the assigning process and make it dynamic so that if an account does change from "true" or "false" the other layout is assigned."

Ideally we could use any field on the account of customer info objects to assign a layout.

The only work around would be to create a formula field to look at the respective boolean field and update another field with true or false. However we would like to keep this in GS.

      8 replies

      jitin_mehndiratta
      jitin_mehndiratta
      Helper ⭐️⭐️⭐️
      February 26, 2019
      Thanks for the feedback Cameron. 

      We are planning to revisit the "layout assignment" feature. This is in our medium term roadmap. 

      I will keep you updated on this as we make progress.

        darkknight
        darkknight
        Expert ⭐️
        February 27, 2019
        @jitin_mehndiratta I'd really like to know what the plans are for redeveloping this feature before it actually goes into development, in order to give "real world" input on what you're planning to build.

        Jeff Kirkpatrick
          darkknight
          darkknight
          Expert ⭐️
          March 21, 2019
          @mollie_nothnagel @dan_ahrens I'm interested in more detail/giving input on how this is being developed.

          Jeff Kirkpatrick
            keith_mattes
            keith_mattes
            Helper ⭐️⭐️
            April 18, 2019
            I'd like to vote this up as I have also been "challenged" when attempting to use a boolean as well as assign multiple C360 and attempting to use individual criteria to define assignment. If I can provide any use-cases please feel free to consider me a resource.

            Sr. Customer Success Operations Analyst/Gainsight Admin/Data Nerd
            mindym
            mindym
            Contributor ⭐️⭐️⭐️⭐️
            April 15, 2021

            Having the same problem with relationship layouts - need to differentiate between two layouts using a boolean field and I can’t! I thought that would be the simplest kind of field to use, but I suppose not. If I really want to I guess that I can convert the boolean field to a “Yes” or “No” string in a new field to use… but why should that be necessary?

            abeck0625
            abeck0625
            Contributor ⭐️⭐️⭐️⭐️
            May 5, 2021

            Also voting this up, we would like to use a boolean for assigning Layouts.

              gopal_rao_kallepu
              gopal_rao_kallepu
              Helper ⭐️⭐️⭐️
              June 25, 2021

              Thanks for all the valuable feedback everyone. We are indeed planning to ease the restrictions here by allowing boolean fields also in the assignment. 
              @darkknight , @kiersti_felska Thanks for offering your help, we would love to reach out to you for understanding the use cases better.

              Gopal
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