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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

    tiffany_hui
    Contributor ⭐️⭐️⭐️
    April 4, 2022

    +1 on this as well. My goal is to have timeline be the place where the field updates a list of systems that our customers are using, and what they add over a period of time, and it requires a multiselect behavior. Thank you.

    Helper ⭐️⭐️⭐️
    May 19, 2022

    It is currently targeted for Q3. Once our prioritisation process is complete, we’ll have a better idea of when this might get picked up. I will update once this gets picked up.

    sagan_sherlin
    Helper ⭐️⭐️
    May 25, 2022

    It is currently targeted for Q3. Once our prioritisation process is complete, we’ll have a better idea of when this might get picked up. I will update once this gets picked up.

    Woohoo! =)

    heather_hansen
    VIP ⭐️⭐️⭐️⭐️⭐️
    August 3, 2022

    Hi @Bhawya any updates here? 

    Helper ⭐️⭐️⭐️
    August 4, 2022

    Hey @heather_hansen this item is planned for Q3 and is currently in technical analysis phase.

    Helper ⭐️⭐️⭐️
    August 8, 2022
    Updated idea statusUnder Consideration→Planned
    TurkOfAges
    Contributor ⭐️⭐️⭐️
    August 25, 2022

    100% need this in my life. :)

    jake_ellis
    Gainsight Employee ⭐️⭐️
    October 11, 2022

    Great news! In our upcoming release (end of October) admins will be able to create multi-select dropdown fields for new and existing Activity Types. This will enables end-users to capture multiple values in the same field while creating an Activity. Be on the lookout for release notes for more details soon. 

    TurkOfAges
    Contributor ⭐️⭐️⭐️
    October 11, 2022

    Great news! In our upcoming release (end of October) admins will be able to create multi-select dropdown fields for new and existing Activity Types. This will enables end-users to capture multiple values in the same field while creating an Activity. Be on the lookout for release notes for more details soon. 

    Fantastic news @jake_ellis. Question: we have implemented check boxes as an alternative on one of our Activity Types. Once we’ve implemented a new multi-select drop down for this Activity type, would the recommended “migration” process be to go back to all of the Activities if that type to update the Dropdown retroactively? Luckily, there aren’t many so far.

    Helper ⭐️⭐️⭐️
    October 12, 2022

    @TurkOfAges With this new feature, you can add a multi-select dropdown field in the existing/new activity type. But the existing fields cannot be updated.