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    t.nelsonContributor ⭐️

    Filter CTA Status Options by CTA Type in Associated Records ReportsNew Idea

    Current behaviorWe use a Cockpit Associated Records report to allow CSMs to update CTA-level and Associated Person fields from a single view. When the CTA Status field is editable in this report, the dropdown displays all CTA status values configured in our Gainsight instance - not only the statuses mapped to the CTA type for that record.If a CSM selects a status that is not mapped to the CTA type, Gainsight rejects the update and displays a technical error:“StatusId cannot be updated :: Error: Invalid picklist(s) - StatusId - please provide one of: [applicable statuses]”Gainsight Support confirmed that this is currently expected behavior and that CTA Status options cannot be restricted by CTA type at the report level.Requested enhancementAssociated Records reports should dynamically filter the editable CTA Status dropdown based on the CTA type of each record. CSMs should only see and be able to select statuses that are valid for that specific CTA type.If dynamic filtering cannot be supported, an interim improvement would be to:Disable invalid status values in the dropdown. Clearly identify which statuses are applicable. Replace the technical StatusID error with a user-friendly validation message before the update is submitted.Business impactDisplaying invalid options creates a misleading editing experience: the interface presents a status as selectable even though Gainsight will not accept it. This causes avoidable errors, confuses CSMs, and reduces confidence in editable reports.Because Associated Records reports are designed to streamline updates across related objects, requiring users to know the underlying CTA-type mappings undermines the efficiency of the report. It may also encourage users to leave the report and update each CTA individually in Cockpit.Filtering the available statuses would:Prevent invalid updates before they occur. Reduce CSM confusion and administrative support requests. Improve data quality and adherence to CTA workflows. Make Associated Records reports safer and more practical for inline editing. Create a consistent experience with the CTA type and status configurations already established by administrators.The report should honor the same CTA type-to-status mappings that Gainsight validates when the update is submitted.