With the November ‘25 release, CTA fields can now be set to be made Mandatory which requires users to fill it out before saving or submitting. However, for picklist fields that have a controller picklist (is a child picklist), this option is grayed out and not possible. This creates a hole in reporting as the child option is the more detailed and in most cases the more important answer that needs to be captured.
Hello Team, We’ve got a reqeust from a customer, to get the median of the 3 values by relationship id under the transformation task, in the Data Designer. After checking on this intenraly, it seems this hasn’t been implemented yet and there is no workaround as well. Can you please consider the above use case and implement it in furture? Thank you.
It doesn’t appear that I as an admin get any kind of notification when a suggestion has been submitted via the new Key Definitions suggestions interface for End Users.This means even more work for me because now I don’t even know that someone’s suggested something unless I happen to go check the Suggestions area in Key Definitions or they reach out to me because I haven’t noticed.Would be nice to have some sort of notification.Options:Via the normal notifications center (Preferred) Via a visual indicator on the Copilot icon on the left nav bar Via email
Gainsight should allow creation of events which are only visible for a foreign language. e.g. Japan events only visible for customers with Japanese language selector
Some companies are very concerned with branding. Putting the ability to change banners, logos, colors, etc into the hands of an end user can be problematic in this regard.Right now, the following occurs:If permission bundle is limited ONLY to “Invite/Manage/Revoke users to Spaces”End User can still change the banner banner widget template End User cannot edit banner text contentIf permission bundle includes both ““Invite/Manage/Revoke users to Spaces” and “Add/Update Content within widgets in Spaces”End User can edit banner text content, BUT End User can change branding (background image and colors) AND End User can still change the banner banner widget templateThere should be a way in permission bundles that prevents end users from doing anything in spaces, except:edit banner text content (NOT change the banner layout or content) or fields that have been made editable by an admin invite users to a spaceBy Banner text content I mean the text in this space - but NOT access to the gear icon: Also please stop, STOP, STOP adding messages in the platform telling end users to reach out to their admin to enable something. If something isn’t enabled, it’s typically INTENTIONAL. You’re just creating more headaches for admins!!!
I’m hoping this is already on the roadmap but throwing it out there anyway.New feature Spaces would be even more usable if users and customers could attach and exchange files back and forth.
History tracking data is important for trend analysis/ forecasting. But, there could be some objects where we are required to maintain just the snapshot data. For example in standard objects like Company/ User or any custom objects – In Company, when did the CSM change or what was the previous ARR? As of today, we do not have the luxury of keeping historic changes in Gainsight but with the help of rules/ objects we can still accomplish this. For demonstration – I’ve created the object ‘Kite Info’, which is loaded around 7am daily. Schema as follows, {*Kite Id(String); Kite Name(String); Kite Date (Date); Kite Value (Number); Kite Location (String) } *Kite Id is the identifier field. I’ve created a backup object that has only those fields which require history tracking(along with the Identifier) – ‘Kite Info Bkp’. This object is loaded 10am daily. But, for the first time – data from ‘Kite Info’ is loaded once ‘Kite Info Bkp’ is created. {*Kite Id(String); Kite Date (Date) ; Kite Value (Number); Kite Location (String) } *Kite Name is consistent hence not required for tracking. Rule Name -> ‘Load Kite Info Backup’, scheduled to run at 10am Load all the values from ‘Kite Info’ to ‘Kite Info Bkp’ with Upsert operation and Identifier ‘Kite Id’ History Tracking object – ‘Kite Info History’ Column Name DataType Kite Id String Kite Date New Date Kite Date Old Date Kite Value New Number Kite Value Old Number Kite Location New String Kite Location Old String Kite Date Changed Boolean Kite Value Changed Boolean Kite Location Changed Boolean Changed Date Date History Tracking Rule Setup, Rule Name à ‘Kite History Tracking’ ; Scheduled to run at 9am daily. “Timing of this rule is of highest importance – this should be scheduled to run after the source ‘Kite Info’ is reloaded but before the backup object ‘Kite Info Backup’ is refreshed. In the Merge task, I’m doing inner join on Kite Id. Fields in the Transformation task ‘Change Capture’ are as follows, Those with prefix ‘new’ are from ‘Kite Info’ Those with prefix ‘old’ are from ‘Kite Info Bkp’ Field List – Kite Id, Kite Date Old, Kite Date New, Kite Date Changed and similarly for Kite Value and Kite Location Case statement, When ‘Kite Value New’ not equals ‘Kite Value Old’ then ‘Kite Value Changed’ is True Similarly for Kite Date and Kite Location. I’m introducing another case field as, When ‘Kite Value New’ not equals ‘Kite Value Old’ (OR) ‘Kite Date New’ not equals ‘Kite Date Old’ (OR) ‘Kite Location New’ not equals ‘Kite Location Old’ Then ‘Changes Made’ is True Only if the above value true, a record will be considered for inserting into History tracking object. Loading into History Tracking object is of INSERT type action, as we have to capture all the changes being done.
Hopefully not a repost, though I’m sure I’ve seen similar, and probably made similar. The Setup Action page isn’t great if you have more than three actions:I’m sure I’ve commented already on the criteria getting clipped and the action not having any useful information on it. Here, you can see that the number of additional criteria is barely even visible. The main issue is the workflow. If I ever want to work on one of these 25 other actions, I have to click show more criteria. When I work on the action, save and close it, I’m not even snapped back to the design. I’m just in empty space. See gif below to embark on a delightful journey with me: I’d really like to have more show by default or at the very least when I expand the list, have it stay expanded while I’m on the Actions Page unless I collapse it myself. Part of the reason for this is I’d also really like to see which actions are active, which are not, AND have the ability to toggle actions off without having to go into each action individually.If the actions are all on the same criteria branch, it’s pretty easy to see what is/isn’t active and do the toggling. But for the most part, my actions all have different criteria and, as you can see above, going into each action to toggle it on or off is a nightmare:You have to go through this expand, click, scroll, expand, click, scroll nightmare 25 times. Because of that, and the fact you can’t see if the action you just toggled off is off or not, it’s hard to keep track.Toggling actions on and off is great for testing, but really hard to manage for larger rules. When I wanted to test this rule, I ended up cloning it, and just deleting everything because it was easier :(, and even that was a pain.
Here we go again. Admins received this notification yesterday.Just because we have turned on a feature doesn’t mean that Gainsight knows exactly how we’re using it. How do we know that the guidance Gainsight will serve up on these features don’t contradict how we’ve instructed our uses to use them?There's more than one way to use Gainsight. Gainsight stepping in and just assuming we’re using features their way has the potential to confuse users and likely screw up adoption. Plus, sometimes an enabled feature is intentionally not in use. How would Gainsight know the difference?Not all customers are the same can't be all put into one basket. Gainsight’s idea of the best way to do things is limited to Gainsight’s “in the bubble” perspective. We face challenges that Gainsight does not, because their entire company is “all in” on CS. We have to curate and roll things out a certain way at a certain time. Some Gainsight customers who are less complex and admins less experienced may welcome the in-app guidance for their users, but for those with more complicated processes/workflows and experienced admins/enablement teams must have the ability to opt out of this. Please stop making our jobs harder than they already are.
Can the Most Helpful Members widget exclude certain roles?
Like the Prompt Library. Would love to have folders or some ability to organize them similar to how the Gainsight Suggestions prompts are broken down. Otherwise, feels like this will get unwieldy pretty quickly. @Ritika Jindal
I use the same format for specific types of article posts I make on a regular basis. For example:promoting a webinar sharing our course launch list sharing the course of the week.Right now, I’ve created templates for these scenarios and saved them as article drafts.When I open a template, I would like to have an option to ‘copy’ the draft, and then work from that copy to create the new post, while preserving the template.As it is now, I have to open two tabs side by side and copy and paste back and forth between the two – not just the body text, but the subject, the tags, the label, etc.It would save me a lot of time if I could just click “copy” and work from that new draft while keeping the template intact.
Ref ticket 379476. Gainsight intentionally creates Person records with no identifier for every email that is sent from a Program. These do not have identifiers and cannot be matched with the same load criteria in Rules. Therefore, Gainsight creates unnecessary duplicate Person records via an automated internal process. Please stop doing this.
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.
Hey - In the backend control for Community - if there was an embedded widget that would recommend “Best Answers”, to help community managers mark best answer on questions within their own community.
This would affect all categories within a section.
Many times, an existing article makes a great template for a new article. Control should support creating a copy of an existing article (making it a Draft).
We're using the automation rule to close topic after a certain amount of days (we use 185 days, 6 months). This works nicely, most of the time 🙂Topics created by moderators/admins and superusers are excluded from this auto close function, which is nice. But other users can also create usefull topics we want to keep open if there was no activity for 6 months. Currenty there is no option to exclude topics from others, so we have to reopen it manually.It would be nice to exclude topics from the auto close function when they have been reopend - or have a list where we can add topics we don't want to close that way. The first option would be the most ideal, but the second option works aswel.
Ideas should have the same permission options as other categories: Visibile Create Topics Create RepliesAnd questions like this show use cases for also a permission around who can vote. I can imagine use cases where a community might want to limit who can vote on ideas: Excluding staff users from voting Excluding staff/partners, just customers Excluding prospects
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
Sorry, we're still checking this file's contents to make sure it's safe to download. Please try again in a few minutes.
OKSorry, our virus scanner detected that this file isn't safe to download.
OK