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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

    sagan_sherlin
    Helper ⭐️⭐️
    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!

    @bradley Voted! Would love that ability!

    prithvi_vihari
    Helper ⭐️
    March 22, 2021

    Hey Team,

     

    Any Updates on this ask? We have another customer who would love to have multi select picklists as their use cases fall short of them when we don’t have this functionality as this would mean we need to rely on Text in Notes section which may or may not be reliable.

    ablnsj
    Helper ⭐️
    April 5, 2021

    Chiming in on this request as we have an urgent need for this enhancement

    anthonysabato
    Helper ⭐️
    April 6, 2021

    It is said I stumbled across this limitation when I need it most and didn’t find it was not possible in any documentation.

    michael_sweeney
    Helper ⭐️
    May 7, 2021

    This came up again today. Are there any updates on plans here?

    Chirag
    Helper ⭐️
    June 7, 2021

    This is something on our mid-term roadmap. Hopefully we’ll get to it by the end of this year.

    sagan_sherlin
    Helper ⭐️⭐️
    August 30, 2021

    This is something on our mid-term roadmap. Hopefully we’ll get to it by the end of this year.

    Woohoo!!!! This is awesome news!

    jlicciardello
    Contributor ⭐️⭐️⭐️⭐️
    September 23, 2021

    Any plans to add this?

    Contributor ⭐️⭐️
    November 15, 2021

    Agree with everyone above that this option would be very beneficial to our CSM team - hope to see it on the roadmap soon. 

    keith_mattes
    Helper ⭐️⭐️
    February 23, 2022

    +1 this needs to be added.. our user story is the ability to define an interaction for multi-product engagement from a single resource.  Please let us know.

    Sr. Customer Success Operations Analyst/Gainsight Admin/Data Nerd