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Gainsight Employee ⭐️
June 10, 2021
New Idea

Default value selection isn't appearing on Success plan

Related products:CS Success Plans & Customer Goals
  • June 10, 2021
  • 10 replies
  • 190 views

Hi Team,

 

Customer wants to auto populate the default value selection on Success plan creation. On the success plan config we don’t see default value selection just like how we observe on CTA config. Can we implement this?

10 replies

sai_ram
Expert ⭐️⭐️
June 11, 2021

@abhi1289 thank you for bringing this up here. We have working on Success plans 2.0, hope it can be considered  there. Just to confirm sharing with the product team. 

Anil Raj Pujari
Helper ⭐️⭐️
June 17, 2021

Currently, admin cannot define a default value in layout of Success Plan type . Could you please elaborate the use case. We will follow the thread for upvotes which will help us prioritise for future roadmaps.

pamela_mackie
Contributor ⭐️⭐️
June 17, 2021

Use case for this is that we have a dropdown field created in data management, with a default value set.

We have created a field in success plan, and associated the dropdown list to the field.

When we add the field on to a success plan, we expect that the default value, which is already set in data management, would be set on the field when the user creates a success plan.

 

We would like to see where a default value is set in a dropdown list, that this value applies to any associated fields within Gainsight.

 

Please let me know if this helps, or if you need more information.

 

Thank you

Anil Raj Pujari
Helper ⭐️⭐️
July 1, 2021

Hi

Thank you for explaining the use case. More upvotes will us prioritise the feature for future roadmaps.

zach_davis
Helper ⭐️
September 8, 2022

@Anil Raj Pujari Is there any update on this? This does not sound like a feature, it sounds like a bug. If a default is configured on the drop down, would it not be considered a bug when that default is not applied when creating a record in a specific product area?

Anil Raj Pujari
Helper ⭐️⭐️
October 9, 2022

Configuring default value for fields on success plan is part of short term roadmap. 

Contributor ⭐️⭐️⭐️
May 15, 2023

Hi @Anil Raj Pujari . Do we have a timeline of when default values for custom fields can be configured. 

spencer_engel
Expert ⭐️
March 3, 2025

I just went back and forth with support on this. Not populating the default value is a bug, not a (apparently deprioritzed) enhancement request. Please fix this issue.

Contributor ⭐️⭐️
August 18, 2025

Is there any update on this? It definitely is a bug to not show default picklist value on success plans

Contributor ⭐️⭐️⭐️
August 18, 2025

I just went back and forth with support on this. Not populating the default value is a bug, not a (apparently deprioritzed) enhancement request. Please fix this issue.

 

CSPs are clunky enough in GS already and we are redesigning and re launching our CSPs as 2.0 and this is an expected default feature so 100% agree with Spencer here this is a bug and not a enhancement currently not on roadmap