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    Idea Pipeline

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    6164 Ideas

    zach_davis
    zach_davisHelper ⭐️

    Clone Dataset Fetch Task in Bionic RulesNew Idea

    Do we have the functionality to clone Dataset tasks on the roadmap? I often have rules where I'm creating multiple dataset fetch tasks where the only difference is in the date filter. It would be nice to be able to clone these and change the dates rather than rebuilding 10+ tasks with only one field difference.

    6
    sarahmiracle
    Forum|Forum|2 years ago
    adamrz
    adamrzContributor ⭐️⭐️⭐️

    Duplicate features/rules in the Product MapperNew Idea

    In the Product Mapping process we often have existing rules or features we want to duplicate but with just a couple of tweaks.   For example, here is a feature that captures pageviews across various, similar pages: I’d love to create a feature similar to this, but with a UI element tagged on it. To accomplish this right now I have to open two browser windows and copy paste all the URLs into the new feature.   Can we get a “duplicate” button for a feature or rule that will simply let us duplicate it and, ideally, update the type, i.e. from URL rule, to “Tag UI element”?

    4
    Ashton
    Forum|Forum|2 years ago
    gunjanm
    gunjanmExpert ⭐️

    Improve Event Notification Settings UINew Idea

    If a Channel is completely turned off in Event Subscriptions, the UI greys out the individual event subscription checkboxes for that channel’s respective column with the previous individual event settings intact. So it makes it look like someone has Slack turned on for XYZ events and can’t change them. But really, they have Slack turned off altogether. I am requesting an improvement to this UI. Some ideas:Upon hover on the grey, show a message that says Slack is turned off and if they want to use it, navigate up to Channel Subscriptions and turn it on again. Auto-uncheck everything in that Channel. Then, if I check a box under Event Subscriptions, auto-check the Channel Subscription all over again. Just...make it more intuitive please. 

    1
    TMaier
    Forum|Forum|2 years ago
    bradley
    bradleyExpert ⭐️

    Gainsight Home - Relationship Filters (Global)New Idea

    I’ll start by saying I don’t know if there is a better way to handle this or what that might be, but that the current experience is a bit awkward and could potentially be prohibitive of us deploying Home or at least getting the most out of it. For background, we recently deployed relationships, meaning that if it’s possible we will want to show both Company AND Relationship data on GS Home. The way the global filters work is you have to pre-select company or relationship and then configure your reports/widgets et al to be keyed to those filters. Today, there isn’t really a way to visually see which global filters are company filters and which are relationship filters, and no way to easily have one set of filters work on Company, and one on Relationships. Depending on what you are trying to do, this makes ensuring company and relationship data are filtered appropriately rather complex.For end users, this seems like it would be impossible to manage. You don’t know what objects on Home the global filters act on, your filters may act one way on company data and another on relationship data but you would have a hard time understanding let alone manipulating that if you wanted to change something. This is extra complicated by the fact you can’t alias filter names at all yet to provide any help to your end users. I guess this is more of a discussion starter than a solid ask, but GS Home seems set up to work with Company OR relationship data and it isn’t clear how well it can work with both.

    2
    joseph_siudzinski
    Forum|Forum|2 years ago
    gunjanm
    gunjanmExpert ⭐️

    Error Logs for Automatic MilestonesNew Idea

    It would be great to have error logs and alerts from automatic milestones that failed for whatever reason (with details on the reason...)

    1
    bradley
    Forum|Forum|2 years ago
    TMaier
    TMaierHelper ⭐️

    User-created Timeline Fields are "System" Type - Cannot Be DeletedNew Idea

    I was working on cleaning up in our instance yesterday and found, to my surprise, that Timeline fields created by the admin are saved to the Activity Timeline MDA as System fields. This means that they cannot be deleted which is a bit of an issue. It’s reasonable to assume that as an instance ages and workflows evolve, old workflows will leave behind obsolete fields in relevant objects. Activity Timeline is one of the core objects in Gainsight, being involved in a variety of day-to-day work, and is very likely to accumulate this kind of tech debt over time. Being unable to delete ANY field created on it hinders our ability to keep a tidy instance and implies that the MDA will only continue to grow as additional fields are added. I’d appreciate it if you would consider finding a way to ensure that any non-standard fields created on Activity Timeline (or really ANY MDA) are designated as Custom so that they can be managed properly over time.

    4
    TMaier
    Forum|Forum|2 years ago
    gunjanm
    gunjanmExpert ⭐️

    Managing Report Shares UXOpen

    Summarized it in this video:  High level - if I go to edit an existing share, upon saving, I don’t want it to go all the way back to the start in Report Builder. At minimum, it should stay in that Share section, if not in the specific Manage section too. Far too many extra clicks.

    3
    Prateek Parashar
    Forum|Forum|2 years ago
    isaac_lin
    isaac_linContributor ⭐️

    CTA Due Dates in Rules Engine - Can we map it to a variable?Closed (Duplicate)

    Hello, Today in the "Call To Action" action within Rules Engine, it looks like the Due Dates can only be set relative to "Run Date + n Days". Are there plans in the future to allow CTA Due Dates to be mapped to a variable rather than the Run Date? Best, Isaac

    10
    anirbandutta
    Forum|Forum|2 years ago
    ellenoangieslistcom
    ellenoangieslistcomContributor ⭐️⭐️⭐️⭐️⭐️

    Allow CTA and Success Plan Due Dates based on Account Date fieldsClosed (Duplicate)

    Currently when assigning a Success Plan Objective, you are given the option to make the due date "the assign date + X days"  We are mapping our success plans with objectives quarterly around renewal dates and if we auto fire them all now, they will all be off on dates.  If we could assign the due date based on an account or customer info date field that would help keep our CSMs on track.   

    10
    anirbandutta
    Forum|Forum|2 years ago
    jivanovaContributor ⭐️⭐️⭐️⭐️

    Allow lookups from high volume objects to system objectsNew Idea

    As admins we often create custom objects with lookups to system object or standard objects, Currently GS has a limitation on creating these lookups for low-volume objects.GS creates new objects by default as high-volume objects, so for older data we have no way to create these lookups other then creating more custom objects to merge data where lookups are not possible.It is a vicious cycle that propels data hygiene issues and leads to repetitive data stored in many redundant custom objects. We started creating objects (when we are good at remembering to do that) as low-volume objects even if we know we will be inserting hundreds of thousands of records, just so we can have these lookups.Can you share if this work is on the roadmap?-Jasmina 

    2
    gsferracini
    Forum|Forum|2 years ago
    rajasekhar_parasu
    Gainsight Employee ⭐️
    rajasekhar_parasuGainsight Employee ⭐️

    Change Type Name field datatype from string to picklist in Activity Timeline objectNew Idea

    Change Type Name field datatype from string to picklist in Activity Timeline object. Customer would like this to be a dropdown as this is easier for their end users to pick instead of type in. 

    3
    spencer_engel
    Forum|Forum|2 years ago
    Ankita Thakur
    Gainsight Employee ⭐️
    Ankita ThakurGainsight Employee ⭐️

    In reports Boolean Fields Should display As Checkbox rather than true falseNew Idea

    Hi team, My Client Way has requested that the Boolean fields should be displayed as check box - rather than true and false. This makes the reporting visually appealing and more comprehendible. (A check box like we have in c360)  

    4
    TurkOfAges
    Forum|Forum|2 years ago
    sandeepchidiriHelper ⭐️

    different from email address in email assist taskNew Idea

    Hi Team, Currently when we send emails using the email assist task . The from email address will be showing as the logged in user. If we setup different domains then we will get an opportunity to choose from which domain we want to send emails. We don’t have an option to change the complete “from” email address and replace it with a generic email address.  In future do we have an plans of providing this option to customers so that they can use any other email in “FROM” email address.

    11
    Forum|Forum|2 years ago
    sarahmiracle
    sarahmiracleVIP ⭐️⭐️⭐️⭐️⭐️

    Wait longer to show help text on Show Me fields in report builderNew Idea

    The help text when hovering your mouse over a Show Me field in report builder pops up IMMEDIATELY. Making it really difficult to click into and rearrange your Show Me fields, as the help text bubble doesn’t go away and stays on top of the other Show Me fields in your list.This can be a frustrating experience, especially if I start my mouse on the wrong field and meant to hover it on the field above...I have to move my mouse off the fields completely, wait for it to disappear, then move my mouse back.It’d be better if the help text took a couple seconds to appear.

    1
    Prateek Parashar
    Forum|Forum|2 years ago
    Gainsight Employee ⭐️
    AbidGainsight Employee ⭐️

    Increase the scorecard applying criteriaOpen

    Hi Team,Currently there is a limit on scorecard filters is in place to avoid complexity in scorecard configuration when the design was initiated.Recorded Future reached out to Gainsight if there is any possibility to increase the scorecard filters as they may have specific scorecards for different types of clients which may require more than 5 filters.Logging this post to bring this use case to product council to review the use case and add it to roadmap for future implementation.

    6
    Forum|Forum|2 years ago
    Alex DohertyContributor ⭐️⭐️

    Query Builder should allow Global Context properties to be selected in the "where" filter of custom events.Released

    Currently in the Query Builder, you can’t filter by Global Context properties in the “where” field for custom events. You can for default events such as Session Init. We need this feature to filter out data for almost every report we plan to do.

    9
    Forum|Forum|2 years ago
    TMaier
    TMaierHelper ⭐️

    Custom Value Handling on Lookup Fields in ActionsNew Idea

    So, I’d like to preface this post with two points:1.) I believe there’s a very similar post already floating around out there but couldn’t find it so no hard feelings if you merge mine away2.) This probably relates to some improvements that were recently made to lookup handling in Report Builder which were, on the whole, popular with others. My issue is not with the behavior in Report Builder, though there are some specific issues on that side of the house that I’m omitting because people seem to like how this behaves today. When working in Rules, I sometimes find myself needing to load a top-level ID to a field which is ALSO a lookup. In Bionic rules, I was able to do this pretty simply with a single fetch task and a custom field in the actions to update the affected records with the new ID value.  In Horizon rules, however, lookup fields open a search box - even while mapping a custom field. This means that I can no longer just paste the desired ID to the custom field mapping. The workaround is to create a transform and use a Case statement to force the new value into a standalone string field, and map that instead. The criteria on the Case are a bit silly because I’ve already fetched my affected records, and it adds an extra step to the process.I’m not sure if I’m in the majority on this, but I’d appreciate being able to handkey in the exact string value for these - at least when mapping a custom field. Bonus points if we could get the best of both worlds and surface a toggle to allow admins to pick between “Search” or “Use Specific”. 

    0
    TMaier
    Forum|Forum|2 years ago
    jenlpro
    jenlproHelper ⭐️

    Show Error Message Before Allowing Inactive Rules to RunNew Idea

    Instead of allowing a rule to run and then failing with a message that the rule was inactive, it would be nice to prevent the rule from running all together with some pop-up message notifying the Admin the rule is currently inactive. I have had this happen several times while troubleshooting other failures and on rules that have been made inactive after failing several runs in a row.Two ideas that would make this a better admin experience:When you try to manually run the rule, have a pop-up that says “This rule is inactive; please activate the rule before running it.” that prevents you altogether from running the rule, OR When you try to manually run the rule, have a soft error that says “This rule is currently inactive; do you wish to proceed?” with options for Yes or Cancel. I am unsure if there is any true use case for running an inactive rule and having it succeed, but I know this would prevent headaches for me & other admins in the future! Small change, big impact 😊

    3
    romihache
    Forum|Forum|2 years ago
    Molly.McQ
    Molly.McQHelper ⭐️

    Introduce Status for Scorecard ConfigurationReleased

    It would be extremely helpful to introduce a status system for scorecard configuration, similar to what we already have for activities, note templates, and rules. As a Gainsight admin, I would like to establish an inactive scorecard until I've consulted with all necessary parties to ensure it's configured correctly before launching and making it active for end users. Usually, configuring a scorecard requires input from multiple business partners, and development can take time. Currently, there's no way to create a scorecard without it being visible to end-users. Although you can control when the scorecard is applied, this still doesn't prevent users from seeing and using it. As an admin, this means it’s necessary to document and track all scorecard configuration plans using a separate tool outside of Gainsight, only for this to be later imported into Gainsight when configuration plans are finalized and the scorecard is ready to be activated. Alternatively, if the scorecard is added in a work-in-progress (WIP) state, this WIP scorecard will be at risk of assignment/selection. It would be much more convenient for admins and users if we could simply create the scorecard in Gainsight and keep it inactive until ready to activate for all users.

    6
    ChiragJ
    Forum|Forum|2 years ago
    darkknight
    darkknightExpert ⭐️

    Allow ability to disable "all" Statuses for specific CTA typesDevelopment

    Somewhat related to this idea, but I need to use different CTA Statuses for one CTA Type. However, for all other CTA Types I need to keep the same core set of Statuses.In the current implementation, I can create additional statuses under a specific CTA Type, but I cannot hide the other cross-type statuses from visibility within the specific CTA Type.I need the ability to configure a CTA Type so that it will not inherit one or all of the “All” Type statuses.  

    7
    darkknight
    Forum|Forum|2 years ago
    jparker
    jparkerContributor ⭐️⭐️⭐️⭐️⭐️

    Show MDA field description in C360New Idea

    We can set field descriptions in Data Management…Data ManagementAnd these are visible on the front end in reports when you hover over a column heading...ReportsAnd we can specify a custom description when configuring C360 sections...C360But these have to be manually maintained across different areas of Gainsight and multiple C360 views, so it would be nice if there was an option to “show MDA description” in the C360 config

    2
    Molly.McQ
    Forum|Forum|2 years ago
    alizee
    alizeeVIP ⭐️⭐️⭐️⭐️⭐️

    Ability to clone calculated fields in DD/HRENew Idea

    Bien le bonjour, fellow pirates! The undersigned Made Cloner here would very much like for someone in Product Team to be inclined to acquiesce to the following request:Could we please be able to clone calculated fields in Rules Engine / Data Designer? Just need a quick contextual menu against the field (where the arrow is) and be able to “duplicate”.  Thank you !Alizée

    4
    dayn.johnson
    Forum|Forum|2 years ago
    bradley
    bradleyExpert ⭐️

    Have Data Designer Dependencies Sync with Data ManagementNew Idea

    This feels like a bug to me and may still get a ticket going for it but here’s the story: As an admin, I want to be able to rely on Dependency verification in Data Management so that if I need to expunge, document, etc., a field from/in my instance I can easily identify ALL locations where that field is used in order to do so. Problem/Context:I search for Company>FieldA in Data management for dependencies. I get a list of dependencies including a handful of Data Designer objects as well as 2 reports. Two reports seems suspiciously low considering that this field is linked to more Data Designer objects than that.I pull up Data Design 1, and run a dependency check on FieldA (which remember was originally derived at some point from Company>FieldA), and low and behold there are thirteen reports that use this field!!! Strictly speaking, it is a different object with a field by the same name, but in that DD it was from Base Object>Company Lookup>FieldA. The same field I looked for moments earlier. This gives me major trust issues as now I wonder under what other conditions I need to be looking in other places to make sure I get all the dependencies (Scorecard reports of course don’t show up as dependencies anywhere (VOTE HERE), nor do dashboard filters (VOTE HERE)). It also means I have to go into each Data Designer object and pull up a dependency list and add those to my list as well. I can also see this being excruciatingly unintuitive for a new admin, who may miss this and end up with a bad time, or a worse time really. As a result, I have to dedicate inordinate amounts of time for what should be a relatively simple task of identifying usage. Analyzer was even more laughably inadequate to the task. Ask:Have Data Management identify all actual dependencies of fields, please and thank you.  

    3
    bradley
    Forum|Forum|2 years ago
    darkknight
    darkknightExpert ⭐️

    Stop counting auto-loading the Account/Opportunity Team View (widget) as a "login"New Idea

    User Login History seems to count auto-loading the Gainsight Team View widget on the Account/Opportunity pages as a “login.”  This is misleading.A Login should only be captured when a viewer clicks on the Widget.  Otherwise it’s difficult for us to determine true usage and adoption. it also waters down the value of Gainsights red-yellow-green reports in Gainsight360.

    2
    darkknight
    Forum|Forum|2 years ago
    ACT
    ACTContributor ⭐️⭐️⭐️⭐️⭐️

    Increase number of reports we can add to dashboardNew Idea

    Right now, we are limited to 30 reports total on Dashboards. It would be nice if the limit was higher. I get come up on this limitation a lot because I like to separate my dashboard reports into common themes within the same dashboard using rich text standard widgets. This makes the dashboards much easier to read/navigate, but causes me to run to the limit very fast.Can we please increase the report limit to at least 50 reports? This would help immensely.

    10
    Molly.McQ
    Forum|Forum|2 years ago

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