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katepalli
Gainsight Employee ⭐️
Gainsight Employee ⭐️
May 3, 2024
Discovery

Can't perform search in dynamic JO email filter step

Related products:CS Journey Orchestrator
  • May 3, 2024
  • 5 replies
  • 92 views

Hi Team,

When we are trying to set up a filter on an email version in the email template under a new dynamic JO, we didn't have the option to search for the field, we just need to select a field from available fields. The search option is available in old JO.

 

@vmallya 

    5 replies

    Contributor ⭐️⭐️⭐️⭐️⭐️
    May 3, 2024

    This is such a miss in the new JO! Most spaces in Gainsight admin have this ability. This slows down the build in new JO so much for our org. Typically we have at least 3 template versions for languages, sometimes up to 10. 

    alizee
    VIP ⭐️⭐️⭐️⭐️⭐️
    May 7, 2024

    I know I’ve asked for this to be fixed in evaluate steps… it definitely needs to be consistent throughout the platform : if there’s a field selection dropdown, search needs to be available and it needs to 1/ load lookups 2/ take us down to the field and not just highlight it (as was the case in evaluate steps / calculated fields). 

    The most expensive part of building is the mistakes. That's true in construction. Not so much in CSOps. So ask questions, make mistakes and learn. All views expressed here are my own.
    dayn.johnson
    VIP ⭐️⭐️⭐️⭐️⭐️
    May 7, 2024

    Consistent throughout the platform

     

    #parity! Can I get an “amen?” 🙏

    Staff CS Content & Comms Manager, 2x Gainsight CS Ops Product Council Member
    vmallya
    Gainsight Employee ⭐️
    Gainsight Employee ⭐️
    May 30, 2024

    Thanks for notifying @Elana Cipin. We’ll plan to resolve this and update the status here.

    Vijay | PM | JO | Gainsight
    vmallya
    Gainsight Employee ⭐️
    Gainsight Employee ⭐️
    May 30, 2024
    New Idea→Discovery
    Vijay | PM | JO | Gainsight