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sagan_sherlin
Helper ⭐️⭐️
October 3, 2018
Released

Idea. The ability to use Multi-Select Drop Downs in Timeline Activity Type Setups.

Related products:CS Timeline & Activity Tracking
  • October 3, 2018
  • 59 replies
  • 1369 views
I'm working on expanding one of our (custom) Timeline Activity Types and realized that I can't use the Multi-Select Drop Down.  I can only use Single Select Drop Down.

Is there a possibility of expanding out the Timeline to include Multi-Select Drop Down options?  

Use Case:  We have a user who is speaking with our customers about a new product feature and often times covers a number of topics when speaking to the customer.  We use Timeline to post all of our updates - as it's easier for everyone to see what's going on.  [<3 Global Timeline] We're running into a problem of how to 'tag' the features she covers so it's reportable.  One idea that we had was to use the Drop Down (Category) feature.  As the reporting looks nice and breaks it out - so we could in turn get numbers based off the features covered.  [But in current production, Drop Down only supports Single Select.]

[i]Additional Information: When updating or creating a new Timeline Activity Type; under the Configuration Layout field - there are a number of Field Types, Drop Down being one of them.  However in the current case, the Category that you want to be featured here must be a Single Selec[i]t.  If listed as a Multi-Select it will not appear as an available Category for you.

Thank you for reading!

    59 replies

    phani_kumar
    Gainsight Employee ⭐️⭐️
    April 23, 2020

    +1. Vote for this feature. It definitely helps a lot for CSMs or who are using Timeline to enter the Activities.

    Contributor ⭐️⭐️
    June 5, 2020

    +1 Please add this!

    GarethR
    Contributor ⭐️⭐️⭐️
    July 24, 2020

    +1 on this one! We have the use case that during the Sales to CS Handover, which we capture as ana activity in Timeline, that we want to capture data about specific things the customer has agreed to during the sales process such as providing a case study or testimonial, letting us use their logo, etc. It can be that the customer has agreed to multiple things so having a multi-select for this would save our CSMs a lot of time! 

    marshall
    Contributor ⭐️⭐️
    July 24, 2020

    +1 for us too. Our alternative now is to use checkboxes, but this can easily become impractical to manage.

    Contributor ⭐️⭐️⭐️
    October 14, 2020

    Would like to have this feature. Have a requirement to make a multi-picklist Product Category field in order to allow the CSM to choose more than one category. Any workaround? Using check-box fields do not replace this feature as we have to many values on the Product category field.

    davebrown2242
    Helper ⭐️
    October 14, 2020

    +1

    DB
    Helper ⭐️
    October 20, 2020

    Is there an estimate on when this might be available?

    Anastassia Goidina
    Contributor ⭐️⭐️
    October 21, 2020

    This came up for my Org this week. We have an activity type for Critical Issues and have an outage across multiple business lines. A multi-select pick list would be ideal so that the team could identify which business line was impacted as it varies widely which clients use which services. Thx!

    Helper ⭐️
    December 30, 2020

    What is the ETA for this feature?

    Anastassia Goidina
    bradley
    Expert ⭐️
    December 30, 2020

    It’s currently not possible to use multi-select picklist fields in the “Group By” area for reporting so @sagan_sherlin can we piggyback adding that functionality to this request? I imagine your use case and others will eventually mean someone will want to report on this field. The ability to group by multi-select dropdowns will open up other reporting as well! Here’s a link to this request @Leomeirinho @marshall @GarethR @JamieRobson @phani_kumar @sacha @lyne_therien @ana_g @meenal_shukla @manmeet_dosanjh @kate_green 

    to vote and comment on for visibility!