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    Idea Pipeline

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    6162 Ideas

    jvdc
    jvdcExpert ⭐️

    User overview: 1000 rowsNew Idea

    It would be very handy to be able to list users by a 1000 rows, very handy to manage bulk operations :-)

    2
    revathimenon
    Forum|Forum|10 months ago
    manda.edmonds
    manda.edmondsContributor ⭐️⭐️⭐️⭐️

    Ability to track users onboarded, offboarded and editedNew Idea

    We would like a report or the ability to filter more thoroughly on the object that tracks users being on and offboarded (in user management).  The reason behind this is for auditing purposes.

    0
    manda.edmonds
    Forum|Forum|10 months ago
    link_black
    link_blackGainsight Employee ⭐️⭐️

    Export In-App Hub (formerly KC Bot) Users in Full from Analytics, currently limited to DailyNew Idea

    Posting on behalf of a customer… In the current Knowledge Center Analytics, there is no way to export the full set of “Bot Interactions” users within the selected date range.  Only daily exports are currently supported.  This applies to other Knowledge Center Analytics export like the similar Product Idea here. I have provided the following workaround and this will provide the necessary insights, but having this full export capability inside Knowledge Center Analytics would be better.  Manually create a new Feature in your PX Product Map, potentially named "KC Bot Clicked". Map that Feature to a UI Element Rule using "*" for the URL Scope and "#apt-widget-controller" for the custom CSS selector.  If you are using the Embedded KC Bot option, then you will need to get the custom CSS Selector from your application for the button/image you are using as it would not use the standard one. If you use this option, that CSS Selector would already be added to the KC Bot Config too and it should be easy to copy/paste.  See below:  After you do this, any/all user clicks on the KC Bot Icon will be recorded as Feature Events and it is easy to get a list of all users and export CSVs, across a date range, in PX Analytics.  You can also do many other things in PX with these Feature Events too, so it would open up many other possibilities as well. IMPORTANT: Like all new Features created in your Product Map, they will only begin tracking Events after they have been created.  So, be sure to use the Backfill option on this Feature to pick up those historic events.  See below: I hope this helps someone else too! Happy PX-ing!

    0
    link_black
    Forum|Forum|10 months ago
    ErikaContributor ⭐️⭐️⭐️

    PX Engagement > Survey > Allow Question ReorderNew Idea

    When creating a survey engagement in PX, allow questions to be reordered during survey creation.Currently, when creating a survey, if questions need to be reordered, they must be deleted and recreated. It would be helpful/efficient to be able to drag-and-drop instead. (If this functionality has not been enabled to date because it is difficult to incorporate with Branching, perhaps it could be enabled at least for surveys that do not include branching.)

    0
    Forum|Forum|10 months ago
    Molly.McQ
    Molly.McQHelper ⭐️

    Expand the Product Request Fetch to include existing requests from ProductboardReleased

    Currently, the Product Requests feature, which integrates with Productboard, will only fetch and update requests created in Gainsight via Product Requests. As such, any existing requests from Productboard will not be surfaced here in Gainsight via this integration, and should a CSM need to reference any product requests which did not originate from Gainsight, they would need to do so in Productboard. A major benefit of this feature is that CS users can capture requests directly from C360 and confidently communicate the status of these specific requests due to the bidirectional flow from Productboard. However, this feature would be significantly enhanced by facilitating the push of existing request data for requests that did not originate in Gainsight. This would allow CSMs to quickly and confidently communicate with customers regarding any existing product requests without the need to navigate elsewhere unless necessary for further context/investigation.  This would allow CSMs to holistically manage customer requests and work more efficiently.

    10
    revathimenon
    Forum|Forum|10 months ago
    matthew_lind
    matthew_lindVIP ⭐️⭐️⭐️⭐️⭐️

    Gong Integration: Adjust Execution Log status to something other than "Failed" if no Gong records meet filter criteriaNew Idea

    Proposal to amend the Execution Log within the Gong-Timeline integration to more clearly denote “Failed” versus 0 Gong records in scope.Currently, if no Gong records are meet the filter criteria, the Execution Log reports a Status of “Failed”. However, this is misleading, because the integration is working exactly as designed, and simply had 0 records meeting the filter criteria.I contrast this with Connectors 2.0 Execution Activities. logs, where if 0 records meet the criteria, the job status is “Success” with a “Success Count” of 0 records.I propose this for two reasons:Consistency of presentation across Gainsight features. Consistency in how integration logs are presented leads to speed, accuracy, data quality and ease of use. A “Failed” Status in the Gong integration logs can be a “false positive”, because often there is no actual problem or failure to address. 

    2
    romihache
    Forum|Forum|10 months ago
    heather_hansen
    heather_hansenVIP ⭐️⭐️⭐️⭐️⭐️

    Create Ability to make fields mandatory based on CTA StatusNew Idea

    Need:Ability to make a field required ONLY if a specific CTA status is usedExample:We use CTAs for CSQLs, and we’d like to add a requirement to indicate why a particular status was used via a separate picklist. So, if the status used is Closed-Not Needed, we’d like to require another field for the owner to indicate why it’s not needed. That field should ONLY be required if that status is used. Additional thoughts - if we can’t make it required for only a specific status, the ability to have a dependent picklist based on Status would be also help resolve to a degree.

    1
    alizee
    Forum|Forum|10 months ago
    bjoern_schulze
    bjoern_schulzeHelper ⭐️⭐️⭐️

    Enable HTTP 2.0 for loading assets via CDNNew Idea

    In the past months, some PageSpeed metrics (core web vitals) have deteriorated, which has a negative impact on CR & loading times.Examples (for my community):LCP → not passed INP → not passed FCP → not passed SI → not passedINP “is a metric that assesses a page's overall responsiveness to user interactions by observing the latency of all click, tap, and keyboard interactions.” (source) In Gainsight CC, user avatars, page icons, CSS as well as JavaScript Code is being loaded via a CDN which uses HTTP1.0.HTTP 1.X requires a new connection for each file, i.e. every single asset (avatar, icon etc.) is being loaded one after another. This takes significantly longer than HTTP 2.0.HTTP 2.0 allows multiple files to be loaded simultaneously over a single connection. This significantly reduces overhead and speeds up the loading of assets such as images, CSS, and JavaScript files.Another benefit of HTTP 2.0 is “server push”. This feature allows the server to proactively send assets to the client before it even requests them. For example, when an HTML page is loaded, the server can “push” the associated CSS or JavaScript files. This saves valuable time and makes loading assets more efficient.That’s why I propose that Gainsight implements HTTP 2.0 for Gainsight CC.

    0
    bjoern_schulze
    Forum|Forum|10 months ago
    dayn.johnson
    dayn.johnsonVIP ⭐️⭐️⭐️⭐️⭐️

    Editing Active Dynamic JO | Action Execution ScheduleNew Idea

    If this isn’t on the roadmap, it seems like something good to add. In the newly rolled out “Edit Active Dynamic JO Source Filters” release, in the the advanced settings, we are currently able to edit:Audience Re-Entry Criteria Advanced Criteria (same email, valid company ID) Audience ExclusionWe are NOT able to edit the Action Execution Schedule. Is this something that might be added in a later release? There are a lot of other priorities I’d much rather see efforts focused on (ex: previewing calculated field data for active/review participants), but this seems like something that would be nice to be able to update once a program has launched.I realize that this would impact participants already in a journey (vs participants who had not yet entered), but it would prevent needing to stop a program and start a new one.  

    1
    Forum|Forum|10 months ago
    Gainsight Employee ⭐️
    NuzathGainsight Employee ⭐️

    Ability to map a dropdown in the call-to-action action type within rulesNew Idea

    Raising a concern regarding the functionality of the Rules Engine Action when updating Success Plans or CTAs. Currently, while it's possible to retrieve strings, numbers, and dates from other data sources to update corresponding fields, there is no option to update a dropdown field with a mapped value. The only available feature is to set the same value for all entries, which is quite limiting. This means we cannot map strings to dropdown fields or even map another Gainsight dropdown field to it. I hope this issue can be addressed to enhance usability.

    0
    Gainsight Employee ⭐️
    Forum|Forum|10 months ago
    gunjanm
    gunjanmExpert ⭐️

    Refresh Button on 360-Level CockpitNew Idea

    Similar to the refresh button on the Timeline, it would be very helpful to have a refresh button for the Cockpit section on the 360. Use case: if I add a follow up task to a Timeline activity and then go to the Cockpit to add more details to it, it is not yet there; the entire page must be refreshed in order for it to appear. No bueno.

    6
    Forum|Forum|10 months ago
    Jen OppermanContributor ⭐️

    Account Explorer FilterNew Idea

    When I apply a filter, leave the screen and come back the filter is no longer there. I want the ability for filters to persist until manually changed.  Also, I would like to be able to apply a filter to any report possible for data sorting purposes. Thank you,Jen

    1
    rschlette
    Forum|Forum|10 months ago
    sarahmiracle
    sarahmiracleVIP ⭐️⭐️⭐️⭐️⭐️

    Make editing of timeline activities a user configurable permissionReleased

    I couldn’t quite find a product request that matched, but there are several out there about allowing non-author of Timeline activities to be able to edit.I’d love to a configurable permission to either allow or disallow a user’s ability to edit Timeline activities not logged by that user.The use case for us is that CSMs log timeline activities in the future to reference a scheduled interaction. If CSMs leave or accounts change hands, that new account owner may need to edit the future scheduled timeline activity, to add Notes or adjust any other timeline details.

    52
    victoria_peeker_barry
    Forum|Forum|10 months ago
    andorfuhrer
    andorfuhrerHelper ⭐️

    Allow PDF Export of Survey 2.0/Response ReportNew Idea

    Our Org is starting to heavily adapt surveys 2.0.  We LOVE the response analytics, however we would love to share this with leaders that are not Gainsight users.  Can we have the ability to export Survey Statistics, Response Report and Text Analytics as a PDF?  Ideally we would love the ability to print out a summary of the entire survey in a very digestible, user friendly format, without having to export 3 different summaries.  

    5
    Forum|Forum|10 months ago
    jvdc
    jvdcExpert ⭐️

    Rename attachment links with domain name of CommunityNew Idea

    Right now links to uploaded files are looking like this: https://attachments-eu-west-1.insided.com/70.... We've had users reporting that such links can be somewhat worrisome for being unsafe.It would be much better if the URL would be formatted with the domain name of the community. Example: domain.name/attachments/70.... 

    0
    jvdc
    Forum|Forum|10 months ago
    hillarydj
    hillarydjContributor ⭐️⭐️⭐️

    Abaility to Report on "Automated Programs" Timeline Activity TypeOpen

    It would be great if we could report on the timeline activity type = Automated Program.We are able to report on all other timeline entries, but not this one.We would like to report on our Journey Orchestrator Programs, and this ability would enable us to do that.Thanks! Example of “automated program” timeline activity type: 

    16
    benwanless
    Forum|Forum|10 months ago
    Mohith MoreesContributor ⭐️

    Allow expanding or resizing the content field in the HTML BuilderNew Idea

    When using the HTML Builder, the content editing field is currently very narrow, which makes it difficult to view and edit HTML code or longer text. It would be very helpful if the content area could be expanded or resized (either by dragging the corner or via a “Full Screen” option) to improve the editing experience.

    0
    Forum|Forum|10 months ago
    christopher_sanderson
    christopher_sandersonHelper ⭐️⭐️

    Cockpit layout enhancments - Field visibility and moving 'Comments'New Idea

    Hello community!Looking to update 2 things in Gainsight Cockpit layout creation.Comment field cannot be removed or pushed into a different section this limits how well we can manage input workflow STRING fields are stuck to a certain visibility Would like option to stretch visibility across the whole form, or adding lines below it There are reasons we don’t want to use RTF fields for all use cases like this

    0
    christopher_sanderson
    Forum|Forum|10 months ago
    aaronhatton
    aaronhattonHelper ⭐️⭐️

    Add the ability to hide/show the Knowledge Center botNew Idea

    At times the knowledge center bot can be disruptive. We would love to see end users have the ability to minimize the KC Bot with a button added to the page designed to launch it again.

    5
    Jabittan
    Forum|Forum|10 months ago
    spencer_engel
    spencer_engelExpert ⭐️

    Report Export Schedule ImprovementsNew Idea

    User Story: We recently had a Super Admin leave our org. This person had scheduled six reports to be regularly exported to certain stakeholders. Little did I know that once his user became inactive, these report exports failed. There is absolutely no way I could’ve known this except one of the stakeholders reached out and mentioned he hadn’t received his report for a couple weeks and was wondering why.  I had to track down the six reports and re-do the schedule under my user. Thankfully we’re pretty organized with our report folders, so I was able to find the six reports pretty easily. If we weren’t organized, it would’ve been borderline impossible because Gainsight Analyzer has precisely zero information available on report export schedules. The ask: Two main asks: One of the main best practices you learn as a GS Admin early on is to make sure your Oauth user is an integrations user; otherwise if the Oauth user is tied to an admin and that admin leaves the company, rules immediately break. Why would this same concept not apply to report exports? Allow us to configure the report export schedule as coming from the Oauth user, or better yet, do that by default. This seems like a very basic and essential ask. Make report export schedules accessible in Gainsight Analyzer. We can see schedules for Rules, Programs, Data Designs, etc. but have absolutely no visibility into which reports are scheduled and at what frequency. Again, this seems like very basic information we should be able to access.Thanks for considering.

    3
    romihache
    Forum|Forum|10 months ago
    awilliamsContributor ⭐️⭐️

    "View" vs "Download" attachments on Community topicsNew Idea

    Hi team,Depending on the web browser one uses, sometimes there’s an option to simply open and view an attachment and/or download the attachment. For example, when using Edge, I click on an attachment and my. browser allows me to either open it or download it. But for my co-worker who uses Chrome, when she clicks on the attachment, it automatically downloads it. Sometimes she just wanted to view the document.Is it possible to create an in-app option that gives you the option to view or download an attachment when you click on it? Thanks!

    0
    Forum|Forum|10 months ago
    Alicia Fisk
    Alicia FiskContributor ⭐️⭐️⭐️

    Capability to use PX Engagements in Gainsight CSNew Idea

    Our Business Applications team makes regular, monthly configuration updates to Gainsight CS, including important changes that our CSMs and other users should know about. Ideally, since we have Gainsight PX, we would be able to use Engagements to give in-app updates to our users in CS. User story: as a Gainsight CS and PX admin, I want to be able to use PX engagements to create in-app messaging in CS, in order to notify our users of recent changes in a contextual and timely way. 

    0
    Alicia Fisk
    Forum|Forum|10 months ago
    cameron_wright
    cameron_wrightGainsight Employee ⭐️⭐️

    Data Designer - Formula field data typeNew Idea

    Talking with a few customers we have found the need to add a type of Percentage to a Formula field in Data Designer.  When trying to build out there are a number of times when they would like to use this internally but are limited to number, boolean, or string.     

    6
    Forum|Forum|10 months ago
    alizee
    alizeeVIP ⭐️⭐️⭐️⭐️⭐️

    Allow add tasks directly to SP templates CTAsNew Idea

    It’s all great that SP templates must use playbooks for tasks… But really: setting up start and end dates for tasks based on CTA values you don’t see and you can’t set in the one place…Trying to coordinate that in playbooks for tasks, and in success plan templates for CTAs is SIMPLY inefficient (not the same UI, not the same area, no overview of everything in one place (unless you create the SP for real). At the very least, let us edit playbooks from within the SP template to make adjustments. Better yet: let us set the tasks from within the SP template. Since it’s a template, it should be self-contained…   

    0
    alizee
    Forum|Forum|10 months ago
    bradley
    bradleyExpert ⭐️

    Improve Adding Template to Success Plan UXNew Idea

    I’m working on building out a Success Plan template for a new onboarding work stream, and there are some really basic improvements that could be made for this to be a much more pleasant experience.Part of the issue here, is all the whitespace when a user goes to add a template to a Success Plan:Gratuitous whitespace. My name is cut off, with at least double the space next to it just...empty. CTA names - also cut off.  Column resizing: Not a thing. Can’t do it. You can’t even move things to look at the other info Mouseover: So the CTA name isn’t fully visible. You can’t resize the column to see it. You can mouseover to see it….right? Sometimes. For the life of me, I can’t get a mouseover text to appear on the last one. External marker. Only the first CTA is internal only. There is a 100% chance when CSMs go to add this, or if a leader sees this in a demo, they will be confused and read this as only the 2nd and 3rd being external. Not a good look. See point #3 for another reason why this is a problem. Please address these issues, please and thank you.

    4
    alizee
    Forum|Forum|10 months ago

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