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tharun
tharun
Contributor ⭐️⭐️⭐️
February 27, 2017
New Idea

Unable to mass edit CTAs under action 'Status', 'Priority' or 'Reason'?

Related products:CS Cockpit & Playbooks
  • February 27, 2017
  • 9 replies
  • 279 views
If you have observed that you were not able to use mass update, under action 'Status', 'Priority' or 'Reason' (Options Greyed out)?



All you have to do to overcome this challenge is to add a filter "Entitytype" and select either 'ACCOUNT' or 'RELATIONSHIP' and click on apply.



This will allow you to perform the mass edit under any action.

      9 replies

      seth
      seth
      Expert ⭐️
      June 14, 2017
      Thanks for this post! Would love some sort of notification in the app, though. This is not discoverable, and I'm almost certain I'll forget at some point in the future.
      AI Transformation @ Gainsight
      diana_luo
      diana_luo
      Contributor ⭐️⭐️⭐️⭐️
      May 10, 2018
      Hey Tharun! Thanks for this. Just tried editing per your suggestion, but the status, priority and reason options are still greyed out. Is this still valid? 
        waynedilworth
        waynedilworth
        Contributor ⭐️⭐️⭐️⭐️⭐️
        March 1, 2022

        I agree - I did as recommended - added entity type to the filter - selected company.  The options are still greyed out.  Any recommendations?

          CrisCosta
          Contributor ⭐️⭐️⭐️
          March 28, 2022

          Hi @tharun, tried what you suggested and the options are still greyed out!

          Any other suggestions?

            vchernyavsky
            Contributor ⭐️
            January 27, 2023

            Even though entity type is pre-selected, this still isn’t working properly, despite what the documentation suggests to do.

              alizee
              alizee
              VIP ⭐️⭐️⭐️⭐️⭐️
              January 27, 2023

              @vchernyavsky  I’m with you on this - this area of Gainsight is one of several representations of hell. Never managed to get it to work as expected even with the entity type filter. And I do believe this should just work without needing to prefilter on things that don’t even exist (for example, we don’t have relationships anyway, so why would we want to filter on company because that’s the only thing we have). 

              The most expensive part of building is the mistakes. That's true in construction. Not so much in CSOps. So ask questions, make mistakes and learn. All views expressed here are my own.
                ericchantry
                ericchantry
                Contributor ⭐️
                July 25, 2023

                This is still an issue, has anyone been able to get around this?

                Wayne
                Expert ⭐️
                July 27, 2023

                Entity Type is just one of the filters you have to add. You also have to add CTA Type as a filter.

                 

                 

                 

                There’s actually a little help box that tells you what you are missing.

                 

                 

                The reasoning behind this is because you can have custom status’s based on your entity level and based on your CTA type. So you provide the proper options the report needs to know which one you are looking for

                  suthomas
                  Contributor ⭐️⭐️⭐️
                  May 21, 2025

                  In our instance, the above fix worked for records where Entity Type = Company, but not for those where Entity Type = Relationship. Applying both the Entity Type and CTA Type filters for these records still results in greyed out Status, Priority, and Reason actions. 

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