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    Idea Pipeline

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    6164 Ideas

    TMaier
    TMaierHelper ⭐️

    JO Participant Query Notification Emails - Add Parent Program DetailsNew Idea

    We recently got a failure notification for a JO Participant query and I’ve noticed that the content of the email is a bit tough to make actionable. While the email does call out the query by name, it does not specify that the source of the failure is a JO query or which JO Program the query belonged to. This makes finding the failure and troubleshooting it suuuuuper tough if you run more than a few programs…  To make these emails more useful for admins, we need the associated JO Program name at minimum. A hyperlink to the execution logs would be fantastic but is a nice-to-have.

    5
    Forum|Forum|2 years ago
    sagan_sherlin
    sagan_sherlinHelper ⭐️⭐️

    Idea. The ability to use Multi-Select Drop Downs in Timeline Activity Type Setups.Released

    I'm working on expanding one of our (custom) Timeline Activity Types and realized that I can't use the Multi-Select Drop Down.  I can only use Single Select Drop Down. Is there a possibility of expanding out the Timeline to include Multi-Select Drop Down options?   Use Case:  We have a user who is speaking with our customers about a new product feature and often times covers a number of topics when speaking to the customer.  We use Timeline to post all of our updates - as it's easier for everyone to see what's going on.  [<3 Global Timeline] We're running into a problem of how to 'tag' the features she covers so it's reportable.  One idea that we had was to use the Drop Down (Category) feature.  As the reporting looks nice and breaks it out - so we could in turn get numbers based off the features covered.  [But in current production, Drop Down only supports Single Select.] [i]Additional Information: When updating or creating a new Timeline Activity Type; under the Configuration Layout field - there are a number of Field Types, Drop Down being one of them.  However in the current case, the Category that you want to be featured here must be a Single Selec[i]t.  If listed as a Multi-Select it will not appear as an available Category for you. Thank you for reading!

    59
    jake_ellis
    Forum|Forum|2 years ago
    Rohit_netskopeContributor ⭐️⭐️

    Send Email Notification to Idea Author Upon Idea Submission (Editable by Admin)New Idea

    Would like to see the ability to notify idea authors via email when they submit an idea can greatly enhance engagement and communication within the community. This feature would ensure that authors receive immediate confirmation and acknowledgement for their contribution, encouraging further participation.Key Features will help:Email Notification on Submission: Automatically send an email to the author as soon as an idea is posted, confirming the submission. Editable Email Template: Admins should have the ability to customize this email notification to include personalized messaging, guidelines, or follow-up instructions specific to the community. Improved Author Experience: This feature would provide reassurance to authors that their idea has been received and is being considered, improving their overall experience in the community.This would allow admins to tailor the communication and provide relevant information that aligns with the community’s values, increasing clarity and user satisfaction.Example benefits:Encourages authors to continue participating. Reduces uncertainty about whether an idea has been successfully submitted. Allows admins to set the right expectations from the start, possibly providing next steps or guidance.Would love to hear other community members thoughts on this

    0
    Forum|Forum|2 years ago
    haribaaburavikumarContributor ⭐️

    Company Merge page - CSM field shows up GSIDs instead of values.New Idea

    Hi team,On the Company Merge page, the CSM field shows up GSIDs instead of values. The customer feels that it would be very helpful if we can convert those Ids and show CSM Name in them as there is no use if GSID is shown for CSM name.  

    2
    katie_b
    Forum|Forum|2 years ago
    amanda.sepeContributor ⭐️

    Allow Custom Rich Text Fields on Timeline Activity LayoutNew Idea

    Gainsight allows admins to add Custom Fields to Timeline Activity layouts, but the only rich text box available is the Notes - no additional fields of this type can be added.We’d like the ability to add additional rich text fields rather than be dependent on users applying a Template in order to record the appropriate information in a Timeline entry. Desired config: 

    0
    Forum|Forum|2 years ago
    JayS
    JaySHelper ⭐️

    Ability to archive Knowledge Center botsNew Idea

    We have several Knowledge Center bots that we’re not currently using, but I am hesitant to delete them completely from PX. It would be great if we could archive a bot the same way we can archive engagements. It would clean up our active bot view. cc: @Gainsight2022 @woodlande @wheelern @JPKelliher @Lake1211 @jmobley @katkenny23 

    1
    JayS
    Forum|Forum|2 years ago
    davebrown2242
    davebrown2242Helper ⭐️

    Ability to disable the aggregation and set expand/collapse default using Row Grouping in HA reportsNew Idea

    Two things on Row Grouping settings:1st - When using Row Grouping on a field to have the ability to disable the aggregation/totals on the group row. As an example the data is pointless and confusing as we use Booleans - 3 true and 4 false always shows 7… very misleading 2nd - As an admin I would like the option to default if a Row Grouping report is expanded or collapsed by default. It would be my guess that others would like this feature as well for reports that list items (think Whitespace)Thanks,DB

    25
    priscilla.torres
    Forum|Forum|2 years ago
    SrivalliExplorer ⭐️

    Cockpit View Group by Owner should show owner name instead of GSIDNew Idea

    Reference Zendesk : 332658Hi Team,When we tried to Group by owner in All CTAs view in Cockpit, GSIDs are being displayed instead of Owner name. We raised support ticket and as per the update we received grouping by owner is not supported and it was incorrectly showing GSID.Can we ensure that when we grouping it by Owner -  Name of the owner should be displayed instead of GSID  

    0
    Forum|Forum|2 years ago
    DannyPancratz
    DannyPancratzVIP ⭐️⭐️⭐️⭐️⭐️

    Disable Event Add to Calendar Feature via Control ToggleOpen

    The out-of-the-box Add to Calendar features for events are nice to have, but there are many use cases when this feature may cause more problems than help. Specifically, the feature won’t have event details like video conferencing or information included in confirmation emails or the correct invite from another event platform. I know there’s probably CSS I could add to hide this, but I don’t want to “paint with a broad brush” and impact all events. Instead, it’d be great if there was a toggle on the Event admin/moderation view in Control where I could disable the out-of-the-box Add to Calendar feature. 

    3
    Forum|Forum|2 years ago
    stevepost
    stevepostContributor ⭐️⭐️

    Add more date formatting options to reports and formula fieldsNew Idea

    As a user or administrator, I want greater control over the display of date fields in reports. I also want this control when working with formula fields. (in Reports, Data Designer, etc.) This would allow me to display or convert date values however I need for my use case, e.g. 4/15/2024 could be presented as “2024-04-15” or “15 April 2024” or “April 15” or “Apr” or “Q2” or other formats in a table or chart.Example use case - 2 dimension chart:I want to show a bar chart where values are grouped by Month and Year so that 12 sequential months make up the x-axis and year-over-year values grouped for each calendar month, as seen in this example from a spreadsheet:A spreadsheet can group source data by month in one dimension and year in another, resulting in a pleasing chart that is easy to read.A presentation like this allows customer metrics within a certain time period to be visually compare to the corresponding period of a prior year., e.g. one month year-over-year as shown above, or one quarter year-over-year, or each week of a month compared to that week of a prior month.String conversion sequence problemIf I want to represent a date as strictly a month like “Apr” or a quarter like “Q2” in a Gainsight table or chart, I must convert the field to a string using a Formula Field and the string function “Month” which behaves as needed. But converting a date to a string for presentation purposes causes the chart to sort months alphabetically instead of chronologically, creating the problem seen here:Converting with “Month” string formula breaks chronological ordering in chartsNOTE: I can’t choose “April” since the function defaults to abbreviated month strings.If date fields could be presented simply as the month, chronologic sorting could be preserved.Date aggregation grouping problemIf I aggregate my date field using “Month of Date” instead, the chronology is maintained in the chart x-axis, but the year is appended to the month in the chart presentation. This eliminates the grouping of values by month across years, as seen here:Aggregation to “Month of Date” retains chronological order but eliminates groupingThe only way I have found to get close to my goal is to use Data Designer to prepare a label string field which concatenates a month number onto a month name so that “03-Mar” comes before “04-Apr”, for example:Custom month label field must be created using multiple transform steps and results in an undesirable presentation of the monthThis workaround isn’t ideal for a few obvious reasons:Our goal of a simple month label like “Apr” is not achieved The level of effort is too high for admins: Create a Data Designer that fetches the dataset Convert date field to a string to create the month number (“2024-04-15”) Trim the date string to isolate the month number (“04”) Convert date field to a month label (“Apr”) Concat the month number string with the month label string (“04-Apr”) Data freshness would require a scheduled D.D. run for up-to-date presentationThanks for considering my request!

    0
    stevepost
    Forum|Forum|2 years ago
    AlexaRubin
    AlexaRubinContributor ⭐️⭐️

    Summary Ribbon on Home pages: Add option for interactive Task reportsNew Idea

    Summary Ribbon on home pages: Tasks due options (Due this week, overdue, Open task total) not just CTAs It would be so much more beneficial to have Tasks be an option for these interactive reports (that take you to the task itself/edit dates etc.). Tasks are what we use to see how day-to-day action items.   

    0
    AlexaRubin
    Forum|Forum|2 years ago
    tgainsightContributor ⭐️

    Add Heat maps to PXNew Idea

    Add the ability to have heat maps in PX.   Features on one axis and  Global context and Identity Attributes on the other axis

    0
    Forum|Forum|2 years ago
    darkknight
    darkknightExpert ⭐️

    Connector jobs shouldn't run if there is already one runningNew Idea

    I’ve run into this multiple times in the past - and running into it again now.  I have multiple copies of Connector jobs running, and because of something (still unsure of the cause - on chat with support right now) multiple jobs are stacking on top of one another, further exacerbating the problem. If a Connector job is already running, the system should not launch a second iteration of the job.  Wait until the running job is complete before launching another.  

    6
    Ester.Memoli
    Forum|Forum|2 years ago
    gunjanm
    gunjanmExpert ⭐️

    CTA Comments similar to Timeline CommentsNew Idea

    We’re about to go live with our migration from SFDC edition to NXT edition and one of the significant downsides our UAT users have noticed is the inability to use Chatter or similar commenting functionality on the CTA detail view as they could in SFDC edition. The bare minimum we would expect here is Comments similar to what’s on Timeline updates. Internal collaboration is key and having it documented within Gainsight rather than hidden away in emails and Slack messages is not the route we want to go back towards. 

    11
    Forum|Forum|2 years ago
    sami.burk
    sami.burkContributor ⭐️⭐️⭐️⭐️

    Goal Dropdown Field Search CapabilityNew Idea

    When using a dropdown field in Goals, there isn’t a search option. This is frustrating because we have a ‘KPI’ field with over 100 options in the dropdown. Using a CTA, the user can start typing and the dropdown results will filter. However, there is no ability to search/filter dropdown results in the Goals filter

    0
    sami.burk
    Forum|Forum|2 years ago
    sami.burk
    sami.burkContributor ⭐️⭐️⭐️⭐️

    Goals Library SortingNew Idea

    We are rolling out a new SP which will heavily rely on Goals. We will especially be leaning on the Goals Library. I noticed a couple things:There does not appear to be a way for an admin to set the default ordering of the list of Library Goals. The admin view can be sorted by name as can the user view, but that is a temporary sort and it will reset once you leave the page. At the minimum, the admin should be able to sort the default order alphabetically. However, full control of the order would be a more robust solution. Currently it appear to sort based on how they were entered, which brings me to point 2:   When creating new library entries, it adds the most recent addition to the top of this list. Because of that behavior, I created a slew of Library Goals from Z to A so that they would show up alphabetically. If that wasn’t a big enough pain, when I go back today, I see now they are default sorted in the order I put them in -- i.e., the default order is now Z-A. It should auto sort alphabetically while adding new items, or at the very least with the first entered being set at the top of the list. Additionally, if it’s going to set the list this way when adding Library Goals, it shouldn’t flip the order later.These two things are frustrating enough. To add to it though, adding a Goal to the Library later is a daunting thing. I will either have to deal with it being at the bottom? top? of the list, or I’ll have to remove them all and input them all again to keep it in a default clean order.

    0
    sami.burk
    Forum|Forum|2 years ago
    ndollimo_btContributor ⭐️⭐️⭐️

    Fetching all users or single user should return assigned rolesNew Idea

    The /user and /user/{id} endpoints should include any assigned roles for each user returned. Currently we’re having to update a custom field with the roles we’re assigning so we can then later check what those roles are.This functionality already exists on the /user/{field}/{value} endpoint but having to make an individual call to that endpoint for every user when doing mass updates increases script runtime significantly.

    0
    Forum|Forum|2 years ago
    Wes French
    Wes FrenchContributor ⭐️⭐️⭐️

    CTA lookup to Customer GoalNew Idea

    I would love to be able to create a custom CTA field called ‘Associated Custom Goal’ where I can perform a direct lookup to the Customer Goal object. This would allow the CSM’s to see from their Cockpit if the CTA has an associated Customer Goal and then easily be able to click on the goal and be redirected to the Customer Goals page. I do have a report created using the Customer Goal Association object and I can use the resolve to display the CTA with the associated goal but then I would have to add a separate report to the CSM’s GS homepage, dashboard, or C360 to display the data when a better user experience is to keep them in Cockpit to manage their CTA’s. Thanks!

    0
    Wes French
    Forum|Forum|2 years ago
    TMaier
    TMaierHelper ⭐️

    Add an "insert" Task type to the Rules engineNew Idea

    This is a bit of a pie-in-the-sky idea, but I think it would be hugely helpful. Have you ever had a rule that you needed to edit, and found that the only way to get the desired outcome is to add a new task to the logic tree? Has that rule ever had a LOT of actions? In the current system, adding tasks inevitably results in a new “end of the line” output. Since Actions are tied to specific output tasks, adding a task means redoing the Actions associated with the old output entirely. What if there were a better way? What if, for instance, we had the ability to create a new type of Task - “insert” - which could be used to insert new field output directly into an existing task? That would be awesome! So long, having to rewrite a bunch of actions, hello early lunch break! I’m aware that there are a TON of fiddly details that would need to get hashed out for this to work properly. You can’t go around just cramming data in to incompatible tasks, how do we know which records get which output values in the inserted data, etc etc. I’m sure smarter people than myself can talk through those limitations and maybe, possibly, find a way to solve for them. There’s also a decent chance that my idea here is fundamentally flawed and I just have to suck it up and rewrite these actions whenever changes come up.

    5
    kstim
    Forum|Forum|2 years ago
    Mariya.AngContributor ⭐️⭐️

    Upon creation of a CTA from Timeline record to have auto association of that Timeline note to the CTANew Idea

    Hi Team,We have a use case where Timeline entries create Risk CTAs for our CSMs, and we would like the Timeline note to be automatically associated with the CTA it creates. Currently, the note is pasted into the CTA Comments, and the CSM has to manually associate the first Risk note (which could be recorded during a call, email, etc.).However, we also track the latest Risk CTA updates or entries, and there is no timestamp for the CTA Comment that can be used for tracking. The idea is to enable tracking of the latest Timeline note on a Risk CTA by using associated records, allowing us to reference the Max created date of the note. This would help ensure that if the initial note is the latest recorded, we can easily pull that note for reporting.Thank you for considering this suggestion!

    0
    Forum|Forum|2 years ago
    Sharon BokContributor ⭐️⭐️

    Blog: Unlocking Better Survey Response RatesNew Idea

    Surveys are essential for gathering customer insights but achieving high response rates can be a challenge. In this blog article, Kate Griffin, VP of Professional Services with nCloud Integrators, dives into proven strategies that have helped our clients design more purposeful and engaging surveys. Discover how you can apply these tips to elevate your survey efforts and gather feedback that actually drives change. Read the blog: Unlocking Better Survey Results: Strategies to Boost Response Rates and Gather Meaningful Feedback (ncloudintegrators.com) 

    0
    Forum|Forum|2 years ago
    Emma ClixbyContributor ⭐️

    Set Expiration Date for Courses to Unpublish or Archive - COMPLIANCENew Idea

    It would be extremely helpful if we could add a set expiration date for some courses (but not all courses- most are evergreen). Ideally there would be an automation to unpublish or archive the course when the expiration date is reached.

    0
    Forum|Forum|2 years ago
    Tomas Trijonis
    Tomas TrijonisContributor ⭐️⭐️⭐️⭐️⭐️

    Summary Ribbon Cockpit widget should show "0" instead of "No data available"New Idea

    When looking at the Summary Ribbon in new Home and the out of the box Cockpit widget reports you may notice the "No data available" text and icon if there are no CTAs in any category. While I understand why this would be the case when using a custom KPI report, in this scenario it would be way more user friendly if it just kept the uniform logo in the UI and said "0".  

    0
    Tomas Trijonis
    Forum|Forum|2 years ago
    jordan_cook
    jordan_cookContributor ⭐️⭐️⭐️⭐️⭐️

    Ability to reorder fields in data designer.New Idea

    It would be great if we could have the ability to reorder to fields in a data designer. Often times after a merge, fields get rearranged all over the place. I have a few DDs that get exported to the S3 bucket, but I’m unable to keep a consistent ordering of the fields.

    9
    dayn.johnson
    Forum|Forum|2 years ago
    tim.sulzbergerExplorer ⭐️

    Gainsight assist - Reduce text size and reduce spacingNew Idea

    The suggested search results in Gainsight assist is large, double spaced and hides key information from the search.User feedback : “ the drop down in Gainsight assist the text is really large in the drop down UI and so it is hard for the team to map the interaction to the right thing (eg R360 / C360 etc)” The suggestion and request is to make it easy to read and see the results when searching/querying 

    0
    Forum|Forum|2 years ago

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