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When filtering in Timeline, we have the ability to quick filter on Activity Type of “Milestone”, but there is no further way to filter the resulting list to a specific Milestone Type via the “Advanced Filters” option in Timeline.  The “Milestone Type Name” field is not available here.  The field IS available when building a report, or using rules engine as an example.

It is SO silly that this isn’t available, especially with the release of the Customer Journey Widget & automatic milestone tracking. @travis_floyd I wonder how we can get some more eyes on this from the PM team at Gainsight?


@revathimenon Can we get some 👀 on this?


On it @bradley 


When filtering in Timeline, we have the ability to quick filter on Activity Type of “Milestone”, but there is no further way to filter the resulting list to a specific Milestone Type via the “Advanced Filters” option in Timeline.  The “Milestone Type Name” field is not available here.  The field IS available when building a report, or using rules engine as an example.

A field that’s not available in one place, but IS available somewhere else?

Sounds like #productparity to me. Could we get this field added so we can better filter our Timelines? This would be a win not just for admins, but ALSO for our CSM leaders!


This is one of those issues that makes absolutely no sense and really frustrates users.

Imagine rolling out Milestone Types in your instance, trying to get your users excited & committed to manually logging Verified Outcomes, only to need to tell them that they can’t create their own custom timeline filter views because Milestone Type isn’t available as a field in the Custom View filter creation.

They ask the admin, “why?” And all we can do is shrug 🤷🏼

Not the best look.


WHY? 😭
 

REPORT BUILDER
TIMELINE VIEW BUILDER

 


Well said, @darkknight. #productparity #quickwin

 

 


Hi Team,

I understand the product parity issues you've encountered.

Milestone types are currently stored in a separate object from the Timeline and are not included in Gainsight's standard picklist object, which limits the feasibility.

We will conduct an internal technical evaluation to determine how best to achieve consistency within the system.

 


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It will be very helpful if we can add the milestone type field in Timeline section… It really shows the inconsistency in the product and makes it difficult to filter down the records.


This is a two-year old post that took a year to get any response from someone in Gainsight’s product organization.  It’s been a year and we’ve heard nothing. And apparently Sowmya is gone, so who owns this now?  
 

Hi Team,

I understand the product parity issues you've encountered.

Milestone types are currently stored in a separate object from the Timeline and are not included in Gainsight's standard picklist object, which limits the feasibility.

We will conduct an internal technical evaluation to determine how best to achieve consistency within the system.

 

This is a vital need, not a want. (As is this related item and this one.) And a pretty popular one at that. 

And before anyone from GS suggests Copilot - it is often unreliable, particularly with Milestones.

@revathimenon may we please get some eyes on this and a response?

 


Hey ​@darkknight 

I’ve raised this with the team internally.


Hi ​@darkknight , Thanks for bringing it to our notice. I look over Timeline now. I am discussing this with my team tomorrow and will share an update here. 


Thanks ​@ChiragJ - what came out of the discussion with your team?


Hey ​@darkknight , we have the manual and automatic milestone implemented differently at our end and I assume the same filter will have to honor both. Thats the challenge that has kept us from picking it up. Is there benefit in picking one of these before the other- say we provide support for Manual Milestone Types first?


@ChiragJ I can’t speak for your other customers, but I don’t have milestones opened up in my environment for users to log them manually - we only log them via automation. But I’m sure both are equally needed and long overdue.

Just like these other two sorely needed Timeline items:
 

https://communities.gainsight.com/ideas/admin-defined-views-for-timeline-12350

 

 

 


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