Success Plan auto-save

Hello Everyone,

Happy to announce that your request has been considered and implemented in the Success Plan Horizon Analytics available in Gainsight NXT. Success Plan Horizon Analytics has new capabilities such as expandable fields and an auto-save feature for contentwhen creating new Success Plans.

Thanks for posting!

How exactly is this implemented with an auto-save feature in success plans? I just had someone complaining to me about this in my internal office hours. If they spend significant time typing up something in the success plan page (outline goals, risks, etc) then navigate away for whatever reason, none of that info is saved. They were expecting it to work more like timeline where a draft is auto-saved or some other mechanism so the content is not all lost.

I’m still seeing this as an issue too.

@seth_schroeder yes please on the above “how” it’s implemented. One of my people just had the erasure happen yesterday when she didn’t save her success plan so is there a setting that we need to turn on?

Hi @Anil Raj Pujari, 

My team is still experiencing issues with losing data in the plan info section because it doesn’t auto save, and will only save one section at a time. Is there a workaround for this? I see that the status is partially fixed, but it is not clear to me what updates were made. 

Thanks!

Hi,

Auto save functionality is supported by all fields except the Rich Text Fields which we don’t support due to technical challenges. 

Did you face this issue with any other fields other than the Rich Text Fields?

Having said that, we will evaluate supporting auto-save in the Rich Text Fields again. Please allow me some time to have a conversation with the team. I will update this group on the status of the project.

Thanks,

Monica

Hi Monica, 

The only fields we are experiencing this issue on are the rich text fields. The main pain point my team has brought to my attention is that they are able to open/edit the rich text fields such as description and business objectives at the same time, but when they click save on one, the other one is deleted. 

 

If the auto save functionality is not possible, I think this could be solved with a ‘save all’ option or by limiting the ability to open/edit multiple rich text fields at one time since it is not possible to save them together. 

Thanks!