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Ashton
Contributor ⭐️⭐️⭐️⭐️
June 8, 2023
Released

Can Not Edit Engagement with "Edit In-App" While Draft Exists

Related products:PX Engagements
  • June 8, 2023
  • 6 replies
  • 89 views

Hey All,

Just wanted to share something that my team and I uncovered today. There is a known limitation today that does not allow you to use the “Edit In-App” feature while in Draft Mode.

https://support.gainsight.com/PX/Engagements/02_Test_Engagement_Configuration/Edit_Active_Engagements_in_Draft_Mode#Limitation

Additionally, there is a limitation that you can not edit the live side of the engagement if a draft exists (even if the engagement is paused). As it will direct you to use the draft mode. 

This means that if you have a draft (there will be a date stamp under the draft mode toggle) and would like to get back into the in-app editor you MUST:

  • pause the engagement 
  • go to draft edit mode
  • delete the draft (warning, anything you have done in this mode will be lost)
  • then you may use the primary editor and access the edit in-app feature

This was just a few extra steps that we were not expecting and took some time to figure out how to get edit in-app back after testing an engagement in an environment. Hope this helps someone else.

6 replies

JayS
Helper ⭐️
June 8, 2023

Thank you, @Ashton! I was just visiting the community to post a similar message, but you explained it very well! I’m just adding my 👍🏻.

 

It is frustrating that you can’t edit-in-app while in draft mode.

Jay Sherwood
kathleenkenny23
Helper ⭐️
June 13, 2023

Thank you for the feedback @JayS and @Ashton I have brought this feedback to our product team - stay tuned!

 

Kat Kenny
aharkut
Gainsight Employee ⭐️
Gainsight Employee ⭐️
June 15, 2023
No Status→IN DEVELOPMENT
aharkut
Gainsight Employee ⭐️
Gainsight Employee ⭐️
June 15, 2023

Hi @Ashton and @JayS , support for “Edit In-App” for Draft mode will soon be available. This is currently under development. Tentative ETA for the support is around end of July.

JayS
Helper ⭐️
June 15, 2023

Excellent news, @aharkut! 

Jay Sherwood
broghanzwack
Contributor ⭐️⭐️⭐️⭐️⭐️
July 31, 2023
IN DEVELOPMENT→Implemented