I like the new Events widget and the ability to promote events on our community. One of our customer-facing teams holds office hours for customers 3x a week for different timezones. It would really be handy if I could copy an event and just update the date and time fields, for example.
Hey folks, I’m using Administration > Customer Data > Company > Data Operations to delete or merge company records. There is a settings dropdown that allows for the fields shown on the page to be modified - which ones you want to see. It’s also possible to drag-and-drop columns to create your own column ordering. A big shortfall in this functionality is that the settings only seem to be temporary, and aren’t cached anywhere; as soon as you navigate away from the page (Administration > Customer Data > Company) the settings are lost. There are many fields that don’t add value for me (and just get in the way) when deciding which records should be deleted, or merged. The enhancement here would be to save the settings - this functionality is already in Gainsight elsewhere, as if columns are added/removed from the Rule Engine > Rules List and the page is refreshed then the settings persist.
Hi Team, When we are creating a sharing group under data permissions, we are seeing only 4 operators (image attached) for string fields.Example field - User Title https://share.zight.com/o0uLBlgD But, when we select same field in User groups under user management, we are seeing plenty of operators(GIF attached). GIF - https://share.zight.com/rRuDXK6L So, here customer would like to have the same operators(which are available in User groups under user management) while creating a sharing group under data permissions.
Request to product to make scorecard widget layouts more accessible to screen readers for those that require additional software to view their software.WCAG 2.0 requirement
When sending an email through the Cockpit / Email Assist, our CSMs often wish to include a screenshot of the customer's view in our product, to more easily guide the customer to a) what the issue is, and b) how they can monitor the issue for themselves going forward. This is not a standard image that can be saved for easy retrieval/upload -- this is a custom screenshot, grabbed on the fly, for each customer with their unique data. It is time-consuming for our CSMs, especially during Back To School timeframe, to have to save the screenshot somewhere, then upload into the email... they feel it's faster to use Outlook than Email Assist because they can just paste the screenshot straight into the body of the email. Please add support for pasting images inline with your HTML editor. Thank you!
In the object analyzer, we are not showing the dependent jobs if the field was selected from the lookup object. Ex: In the below fetch is created on GS relationship object and we added in Account owner id field from the lookup object account. So when you check the dependency for Account owner id, the above rule was not showing in dependent jobs list.
Hey all,The more I use dynamic JO, the more I find some small improvements (probs not engineeringly small though, sorry Vijay!) that would make it an ever more killer digital engagement tool per the below:Allow email version filters to leverage Survey FieldsI can use Survey Fields in email tokens, why not in email version filters? I’d like to show a different version of the email depending on some survey data (for example, if it was responded by the recipient or on their behalf by an internal user). Thanks,A
This is sort of two separate ideas but the underlying ask is a better experience for filters in areas like JO queries, rules and, to some extend, reports and dashboards: Let me re-order filters, please. I know that the advanced logic can be changed (I’ve seen this post too), but if I’ve got A-N filters set up and I want to keep them logically grouped together but realize I forgot one at B, I am almost starting over. Letting admins simply move them around (think show me fields in report builder) would be a big win.Why? If you’re able to group your filters logically together it makes it easier for you to build, it makes it easier for others to troubleshoot, or just understand what a rule does, and it reduces build/fix time. Let me change a filter instead of requiring me to delete it and re-add it if I need to change the field. This is already solved in most horizonized areas so hopefully it comes to the rest of the platform, but in combination with the above point, errors in field selection require you to rebuild your whole field set and/or rework possibly very complex logic. Letting admins simply select a different field for filter B instead of deleting it and adding it as M later on would be a big win.Why? Basically the same reasons as above - it makes managing filters, making changes, troubleshooting etc. easier. They’re both under the same banner of “improving the admin experience with filters” but they do it in two different ways and having both options would allow admins the most flexibility to make changes much less tedious and audits much more straight forward. Note: this spans multiple product areas (rules and JO) but I can only put it under one banner so hopefully this comment isn’t siloed to just one team.
Hello Team,For "Load to People" rules, we are showing the double count compared to the records in the execution file.Here is the screenshot for reference: https://share.zight.com/QwuoDrm2For example, if I have 7 records to process from the data setup and I have configured the person mapping and company person mapping in the rule action, then the record count displayed is 14. But when I download the execution file, it has only 7 records with company person records that are loaded.I attached both the source file and the execution history file.The customer feels that it is not a good user experience and wants this to be handled in a proper way, displaying the results accurately.
I'm working on an internal email to our CSMs and I wanted to include a link to a survey about how helpful (or not) this communication is for our team members. I know that if I embed a link into text, I can add tokens to the link for tracking purposes. What's surprising to me is if click "Insert Link" while highlighting an image instead of text (any of the icons at the bottom) a different modal pops up where adding tokens isn't an option: Is it possible to tokenize a link added to an image in an email template?
Currently, you can only integrate a single product on a single Gainsight PX instance for the “S3 Account Import” and the “S3 User Import”. For Gainsight PX instances with multiple products, it is not possible to integrate for all products. Please provide support for multiple products per instance.
Hey all,The more I use dynamic JO, the more I find some small improvements (probs not engineeringly small though, sorry Vijay!) that would make it an ever more killer digital engagement tool per the below: Enrich the list of available survey fieldsI’d like to be able to see and filter on survey responded by internal users or external users. The Gainsight survey tool does know it, and so we’d need to resurface this kind of data in survey fields and why Responded by lookup (and the relevant lookups to display the respondent name, email etc.) so I could show the name of the internal respondent in my email when that’s the case, or the name of the recipient who responded when it’s the case) And the typical respondent fieldsBut realistically, we should have access to the same fields we have access to in the Survey Analyze tab to customize the dashboard and view. I won’t list them all here, but it would only make sense to be able to reach and display all of that response information in subsequent steps of a program AND leverage it in email version filters too :Thanks!A
I’d like to link our custom forecast object to Risk CTAs so that we can directly associate risks with the forecast that they relate to. The only issue I have is that I do not want my end users being able to create a new Forecast record from the CTA. I only want them searching for and associating existing records. Unless I’m missing something, this is not an option now.
Hello team,I’m raising this Feature Request on behalf of Kinga Kornacka of Sales Manago.“I would like to have proper analytics, telling me that the engagement was seen by the user only if they actually seen it.”This request is in the context of single step Guide Engagement or Tooltips which are marked as “dropped-off” when the Mapped UI element is missing in their application and yet their User profile activity shows that they viewed the engagement.She would like to prevent the views of these users who didn’t see the engagement from adding up to the actual engagement view count.Regards,Pravalika
Hi folks, The use case I wish to discuss is a multi-step journey for email outreach to a customer at regular cadences post-onboarding. We deploy calculated fields to ensure the CSM the email is sent from at each step is the CSM assigned to the Relationship/Company at the time of send; as the journey is spread over months, it’s possible that territories have been reassigned since the participant entered the audience. The support docs for Calculated Fields in JO advise: Filters: Define filters for the query. You should define filters on the mapped participant fields in the Participant Configuration page.Note: It is important to complete this mapping to participant fields so that the Calculated Field fetches the correct value for the participant in question. Not doing this could lead to incorrect data being queried. We could have multiple calculated fields (upwards of 6) all from the same object, where the filtering is exactly the same (Object GSID = GS Company Id or GS Relationship Id). Rather than assign these manually in each calculated field, it would be good to be able to define a filter across all calculated fields, or a specific subset of calculated fields.
We’d like the ability to create custom views for the People section of the C360. Our use case - we have specific types of contacts that we want our teams to update frequently. Ideally, I could create a custom view named Key Contacts so that the team could just use that to get to those specific contacts. I know they can create their own filters, but that can be challenging for someone who doesn’t have a lot of experience with Gainsight’s data structure.
External Actions is sorely lacking any organization. I cannot categorize or search by name, making managing difficult to scale. Given SO MANY objects (Success Plans, CTAs, Customer Goals, Timeline…. the list goes on and on) can only be updated via External Actions/ APIs, this should be much easier to manage. Under each Connector, it would be ideal to create folders. There should be a universal search across any connector setup as well. I should be able to delete an external action as long as there is no dependency, or at least find some way to indicate it is not active Example of how messy it gets:
Would be awesome if we could name/title our case statements because this is a lot to keep track of on their own!For example:Case 1 → “Green for Enterprise” Case 2 → “Yellow for Enterprise” Case 3 → “Red for Enterprise”so on and so forth...
“Don’t it always seem to go that you don’t know what you’ve got ‘til it’s gone...”Please bring back the functionality that opened the user profile or topic moderation view in Control when you clicked the Control button from the community front end. clicking control used to open that topic/user in control… it was AWESOME!Impact: It is maddening how much more friction there is to navigate to a user/topic without this feature. Switching tabs, searches, looking through results, etc.
I know there was a post out here for something like this already (maybe even submitted or commented by me), but a cursory search yielded nothing.The problem:When a change is made to a Salesforce picklist value, 9 times out of 10 the admin changes the LABEL and not the API Name.The impact:The sync job doesn’t automatically fail because the API Name in Gainsight still matches the Dropdown Value in Gainsight. However, when I change the Dropdown Value in Gainsight (so that it’s the “right” value from the business perspective) I can no longer sync that field via Connectors because it will fail on a mismatch between the modified GS Dropdown value and the SF API Name.This forces me to have to create a custom rule with case statements (because the SFDC Value shows as text but GS Value shows as ID) and run it every 2 hours just to be able to sync changes to the picklist.This is a terribly inefficient model. There’s got to be a way to address it on the product side, and I’m not talking about crazy workaround solutions such as API or Rules/DD case statements, or even trying to coach IT that changing the label but not the API name isn’t a best practice (that’s literally the only way to change field names in GS, w/o changing the API so….). If a change like this happens in Salesforce, we should be able to map it in the SF Connector and walk away. Make our jobs easier not harder please.
Hi Folks, I couldn’t find an idea/enhancement request listed already for this - apologies in advance if there is one and I’ve missed it! Across features in Gainsight where horizon queries can be built (Rules/DD/New JO Queries), depending on the criteria selected (name of the field, field datatype, and operator) this can cause a horizontal scrollbar to appear in the filter modal. Admins have likened this to the line return on a typewriter.. Once the operator is selected, the end user has to scroll to the right of the modal to be able to add a new filter field, or delete a particular filter.This may seem trivial, but when you have mulitple filters per dataset/node and you’re working within HRE pretty much every day, it becomes extremely tiresome - especially since there is so much whitespace on the page when the filter modal is open.The ask would be for the stakeholders responsible for Horizon UI to review this specific area of the UI for improvement; can the modal be made bigger, are there changes in responsiveness that would remove the need for a scrollbar, or should buttons in the UI be rearranged so they’re not at the end of the page?This is a small change, but would be a huge quality of life improvement for admins using the Horizon engine on a daily basis. Other admins, what have I missed? Thanks, Stuart
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