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.
Discovery
Please add the "Milestone Type Name" field to the available fields in the Timeline Advanced filters.
+10It is SO silly that this isn’t available, especially with the release of the Customer Journey Widget & automatic milestone tracking.
Customer Success Systems Admin @ Amplitude, 2x Gainsight CS Ops Product Council Member
+6travis_floyd wrote:
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!
+10This 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.
Customer Success Systems Admin @ Amplitude, 2x Gainsight CS Ops Product Council Member
+4WHY? 😭
Jeff Kirkpatrick
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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+6The following idea has been merged into this idea:
All the votes have been transferred into this idea.
All the votes have been transferred into this idea.
Where focus goes, energy flows.
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+3It 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.
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