Global Filters for Cockpit

Forum|Forum|10 years ago
June 21, 2016
31 replies
412 views

There's a way to filter the Cockpit using Advanced Filters, which is great, but it would be nice to be able for Admin users to apply a global filter that would show on all other users' views (like a report).

We have a current use case where customers go through a series of linked CTAs/Tasks, but we would like to filter out customers that churn during the process. This currently isn't a capability that can be done via a global filter, and would require all users to apply the filter themselves.

manu_mittal

Gainsight Employee ⭐️

Thanks for sharing, Kaycee. As part of the new 5.0 UI, which should be coming your way early July, we are introducing the notion of views in Cockpit. For now, these would just be 'My CTAs' and 'All CTAs', but will soon evolve into proper saved views. We are considering this, at least initially, to be something that the admin configures as globally available views. Users could then select from the drop-down list at the top and get to the right CTAs much more quickly.

Do you see this as something that would address your needs? Happy to jump on a call and discuss in further detail.

dstokowski

Gainsight Employee ⭐️⭐️

Also specific to your use case, perhaps you could actually use a Close CTA rule to close them (rather than just filtering them out)?

kayceeAuthor

Contributor ⭐️⭐️⭐️

Yep, for this use case we just created this rule to help accomplish this. Very helpful!

heather_landgraf

Contributor ⭐️⭐️⭐️⭐️⭐️

Kaycee and I work together - part of the problem with closing a CTA for inactive customers is that it may trigger other actions. We just need to be careful about that. And still think being able to filter on customer status should be available.

darkknight

Expert ⭐️

I am very interested in hearing more about the timeline for saved views. I'd rather this be end-user customizable (they can save their own views) rather than administrator driven because everyone likes to consume information in their own ways and reliance on administrators to create the filters makes it too rigid and decreases satsification for our end users.

Jeff Kirkpatrick

manu_mittal

Gainsight Employee ⭐️

It's being taken up this quarter, so should be part of one of the (calendar) Q4 releases. The approach selected is exactly what you mentioned -- save as private views, applicable to the logged-in user only.

darkknight

Expert ⭐️

Thanks Manu!

Jeff Kirkpatrick

dan_ahrens

Expert ⭐️⭐️⭐️

With the November 2016 Gainsight release, the ability to add multiple saved filters on a per user basis is GREAT!

One way that this could be even better is if admins could also create shared custom filters that would be visible for other users. This would be helpful as Kaycee mentioned in the original post.

VP of Customer Success at Forcepoint