Deleting Timeline Activities

Related products:CS Timeline & Activity Tracking

Forum|Forum|8 years ago
October 13, 2017
49 replies
1258 views

How do I delete a timeline activity? I can't change the type of activity once I've logged it either.

journey orchestrator

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sandeep_kumar

Gainsight Employee ⭐️

This activity is created from CTA and it will be deleted from CTA Timeline only.

nitisha_rathi

Expert ⭐️⭐️

Hi,

To give more context, we are working towards solving use-cases like -
1. making it easy to edit/ delete activities from all places (e.g. activities created from CTA should be editable/ deletable from 360).
2. giving access to few users like admin, account owner, etc. to edit all activities of the account.

We will also think more about giving the ability to change activity types.

I will keep you posted as we make more progress in this direction.

Thanks,
Nitisha

sai_ram

Expert ⭐️⭐️

Hi Nurah, Your point makes complete sense .I am changing this request into idea post .

manmeet_dosanjh

Helper ⭐️

Another use case to add to this is when a Timeline Activity (with Tasks) generates a new CTA in Cockpit, that if you delete the Timeline Activity it doesn't remove the CTA from Cockpit (Only deletes the task underneath the CTA). Or, if you delete the CTA from Cockpit, it doesn't delete the Timeline Activity that initially created the CTA.

It would be great if you could delete from one place and it deletes across the board. Right now, the I have to delete them in both the Timeline and in Cockpit.

sandeep_kumar

Gainsight Employee ⭐️

We can not delete CTA on deletion of Activity because CTA can contain tasks which are not created from Activity.
Activity is not deleted on CTA deletion because Activity has already happened and user might be interested to see in Timeline irrespective of CTA deleted or present.

spencer_engel

Expert ⭐️

Just so I'm 100% understanding this, as of today, only the Timeline activity creator him/herself can delete their activities? Meaning a Gainsight Admin for instance does not have the ability to delete activities on behalf of other CSMs? This seems to be the case after doing some testing, but I want to make sure I'm understanding correctly.