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alizee
VIP ⭐️⭐️⭐️⭐️⭐️
January 12, 2024
New Idea

Display Lookup + Field Name in Calculated Fields "Display Field" - Dynamic JO

Related products:CS Journey Orchestrator
  • January 12, 2024
  • 2 replies
  • 79 views

Hi all

In Dynamic JO, when I create a calculated field, the display field just shows the field name. That works well until the field is fetched through a look-up. 

When my display field come from a lookup, in this case, the “user title” field in the User object, access through the CSM lookup on the relationship object, I’d appreciate if that field could display CSM > Email. 

Why?

It makes checking a configuration so much faster, and calculated field can be a disaster when misconfigured. What if I picked the user title on the wrong lookup, i.e. on the Created by lookup? 

Thank for considering this small enhancement which would drive consistency with other areas of the platform, i.e. reports which now automatically get the lookup field name appended as a prefix. 

A

2 replies

dayn.johnson
VIP ⭐️⭐️⭐️⭐️⭐️
January 12, 2024

This would be fantastic! When I’ve attempted building segments in the past, I’ve needed to edit the alias for each field to make it easier to view what fields are being pulled in. Having this product parity would be great.

Staff CS Content & Comms Manager, 2x Gainsight CS Ops Product Council Member
TMaier
Helper ⭐️
January 12, 2024

Agreed. I can see some scenarios where there might be text overflow issues if you’re two levels deep in lookups and have long field names. Mouseover help text would resolve that though.