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Idea Pipeline

5610 Ideas

bradley
bradleyExpert ⭐️

Improved JO and ReportingNew Idea

I recently went through having to manually review close to 600 programs to determine what was actually active, what is being used, etc. While this volume is not a typical experience, it really highlighted the atrocious state JO is in in terms of reporting and bulk management and is in dire need of assistance.Rather than making posts for each one right now, here is the wish list:In the Programs List UI: More statuses than “Active” to describe programs that have not been Paused or Stopped, but are really doing nothing. Expired: I found 100+ Programs that were “Active”, and had recurring schedules, but those schedules had expired 1+ years ago. On Demand: I found 400+ programs that were either a CSV upload (yes, I know there is a Source that can tell you this) OR some type of query that was not scheduled. Have a column for scheduled start and one for scheduled stop for each program that is sortable and filterable. If a program has more than one query I’m sure there’s a way to expand that. Bonus points if, like rule executions you can set notifications for when a schedule is going to expire. Column for Schedule Description (e.g., runs daily at 4PM EST) Column for Pause On Datetime Column for Stopped On DateTime Column for Last Run Date Column for Next Run Date Column for Created Date Column for “Description” Folder Name (what folder is the Program in) and have that FILTERABLE I would especially be interested to see what programs are NOT in one or more (or any) folders. The fact you have to go into a folder or edit the program itself to see where it is is vexing. Ability to Change the columns and order you see on the list and HAVE IT STICK. The fact you can re-order columns is useful now but they aren’t sticky which is so irritating. Filters on all of the columns. Also sticky. Sorting on all of the columns. Also sticky. Programs Per page - when you change it, make it sticky. The stickiness, filtering and sorting should be per user, with an easy way to reset it. Include Timezone for all of the datetime fields, or at least somewhere on the page. (Better yet solve these problems   and    Bulk Actions in Programs List: Select All (select all that you’ve filtered, with an additional option to select ALL regardless of filter) Pause/Stop/Delete Programs(s) You can add an extra safety measure by having the admin type in the action (e.g., STOP) if they try and stop more than one at a time. This should also be behind a permission set so only some users can bulk update things - not anyone that has JO access. Toggle the Participant Sync on/off General: At least with older programs, you can’t Stop a program from a Paused state. You have to resume it and THEN stop it which is nonsense. Add a description field for each program you can edit, just like with Rules, so it shows up in the UI All of this program metadata should be available and reportable in reports as well. 

sarahmiracle
sarahmiracleVIP ⭐️⭐️⭐️⭐️⭐️

Add a related list or embedded report to CTANew Idea

It would be so cool if we could create a related list for a CTA -- or, like in JO programs, embed a report in a CTA.Yes, a user can access the C360 and navigate to the respective tab. But we still need to instruct a user to do so in a CTA.Instead, let’s reduce the user friction by giving them exactly what they need directly in the CTA. We can do this with Company or Relationship fields right now, but that’s it. Let’s take this a step further by being able to provide a related list of records the CTA is referencing, or embedding a report in the CTA.Even if we could easily “link” a C360 section within a CTA, allowing for a one-click experience for the user, that would be a big help. Current Experience:User receives a CTA for an increased number of support tickets in the last 30 days User clicks Company name from CTA to be taken to C360 (creates a new tab, now the user is not even on the CTA anymore) User clicks the Support Tickets tab to get more information on the tickets User scrolls to find the tickets submitted in the last 30 daysEnhanced Experience:User receives a CTA for an increased number of support tickets in the last 30 days. The CTA contains a tab for “Support Tickets Last 30 Days” User clicks tab in CTA to review the submitted tickets Linked Objects are limited to low volume objects in Gainsight, so I can’t use Linked Objects to solve this issue. An example of my vision is below: A very similar idea, but for Scorecard specifically, is this one: 

bradley
bradleyExpert ⭐️

Add Historic Rule Execution SummaryNew Idea

In Horizon Rules today, execution logs are completely erased after a certain time period. I don’t just mean the actual execution files to see what records ran, I mean the fact that the rule had any execution history at all. After a certain time it’s just blank.Example:This gets confusing when you look at the Last Run Status in the Rules List UI and you see something like “Success” or “Failure”, but there’s no execution history.Same Rule:  How has it run successfully but there are no logs? Answer - they get completely erased. Maybe it’s a huge drain on infra to even keep the visual logs around, but as an admin, I still need *some* historic information about each rule in the execution history.Here’s what I would like to see in the execution logs as a cumulative summary that shouldn’t take up much processing: Run Status Success Partial Success Failure Cumulative Count 54 33 0 Last Run Date 12/25/2025 01/31/2024 N/A  This gives an admin the immediate information that the rule has in fact run at some point, what the status of the last run was, and how many times the rule has run in general. This is basically just a cumulative counter and a “last date stamp” that doesn’t need constant recalculation and should be cheap and easy to do compared to keeping years of actual log data. This would also be useful for Data Designs, JO Queries, or other similar jobs (like Rule Chains) that have some type of execution history.