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    6164 Ideas

    angela_domenichelli
    angela_domenichelliContributor ⭐️⭐️⭐️⭐️⭐️

    Allow Relationship Person records to insert records with a unique identifierNew Idea

    Gainsight’s Load to Person action will not allow Relationship Person records to be inserted with a unique identifier if there is already a Person ID, Company ID, Relationship ID match in the dataset.  This is in opposition to the way any table loads in Gainsight or outside of Gainsight.  In all other systems, if the Person Match / Identifier on the Relationship Person record is unique, that is the way the system knows to insert a new record.  However, in this load rule, it does not consider the identifier if there is a match on the other IDs. Our use case: SF Associated Contacts map to Relationship Person in Gainsight.  In SF, there can be multiple Associated Contact for the same Contact - Custom Object (Relationship in Gainsight) if there are unique Roles.  The Roles can have different end dates, which is why unique Associated Contact records are created.  Even when using the role in the Identifier, Gainsight will not mirror the Associated Contacts with the Relationship Person records. I will ultimately be creating some other type of Role object and building a rule to map a multi-select field that changes as roles are effective/ineffective, but wouldn’t it be great if this object worked like every other object in Gainsight and looked at the Identifiers? Ref Gainsight ticket: 382585

    0
    angela_domenichelli
    Forum|Forum|1 year ago
    PeterG_1P
    PeterG_1PContributor ⭐️

    Skilljar: backup / export at course levelNew Idea

    It would be helpful for Skilljar by Gainsight to include additional backup / export functionality, as this increases data resiliency, and could improve the ability of teams to review and update content on an ongoing basis. The Current StateCurrently: There is no graphical UI affordance to allow users to export, backup, or download course text content at the lesson level. It is possible to select each Content section, select Source Code, and manually copy / paste each section in order to back it up to another location. It isn’t possible to export the entirety of a course (encompassing multiple lessons) or multiple courses. It isn’t possible to export HTML lesson content as a SCORM file (although it is possible to create a lesson from an existing SCORM file). It is possible to download Assets (videos, images) and SCORM files.In total, if a Skilljar user wants to export content from Skilljar, this is currently an intensive manual process, or would require a script to attempt to crawl the site and download content. Possible SolutionsA graphical UI element or menu that allows the user to export content, ideally at the course level.For example: an export of HTML files for each lesson, packaged and zipped in a folder/file hierarchy that mirrors the course / lesson hierarchy. Associated media assets (images, movie files) could be included in the folder of a given lesson, along with the lesson’s HTML file. Operational GoalsIncrease data resiliency. Give the customer the ability to store current Skilljar course data in a secondary location to reduce risk to data. Backups are key to any organization’s data resilience strategy. Improve ease of review for course material updates. For example, some companies may require consultation with internal stakeholders before a team makes updates to a published course. Such reviews are typically easiest to accomplish using internal company platforms and collaborative document-sharing solutions. They also help avoid the temptation of provisioning Skilljar access for team members who usually don’t need it. The ability to export HTML data from Skilljar opens the door to implement content updates more systematically or even programmatically - for example, if we are implementing updates to a brand name, “replace all X with Y” becomes easier with a data export feature. Currently a Skilljar user needs to manually edit each section in each lesson of each course iteratively. Increase the value of other product features. For example, proposed product Ideas like content version control, when combined with backup functionality, could allow a team to 1) Take a report from a customer about incorrect or outdated course content, 2) identify who authored the content and when, 3) conduct internal review to identify new content to be published, and 4) implement the new content in Skilljar - secure in the knowledge that it’s safe to do so, because the existing content is doubly protected from data loss by both version control (snapshot / rollback functionality) and the export feature (functionally an offsite backup). Align with existing Skilljar functionality. Skilljar offers a download button in the Assets and SCORM tabs already. Adding similar functionality to courses would extend the design logic of existing UI affordances to the most useful level for customers looking to ensure data resilience.

    0
    PeterG_1P
    Forum|Forum|1 year ago
    alizee
    alizeeVIP ⭐️⭐️⭐️⭐️⭐️

    Associate one relationship to two company recordsNew Idea

    Should I or should I not ask for this…We’ve just launched relationships successfully to handle our customer relationships at the “product line” layer. Now, we’ve obviously got the few odd customers that don’t fit in any box and for whom we have what follows:Two customer entities when we look at the contract / legal entities One team using the licenses from the two contractsSo, in some instances, we should be able to associate ONE relationship to TWO company records, (a bit like how we can associate a person to two companies) because effectively, there’s sometimes just one customer success relationship for two contracts. Customer Parent Customer Child 1 Contract 1 Customer Child 2 Contract 2 Relationship Users of Contract 1 and Contract 2 License   (we do have customers who purchase things in such ways where they split licenses but mutualize the resources handling the product)That’s probably going to sound weird but please - that would be superb. (I’ve got a pretty clear idea for the workaround… but I’d like it to be a proper feature). 

    1
    angela_domenichelli
    Forum|Forum|1 year ago
    DannyPancratz
    DannyPancratzVIP ⭐️⭐️⭐️⭐️⭐️

    Product-wide URL Exclusion Rules for EngagementsNew Idea

    As an AdminI want to set a “global” rule to exclude certain URLs from ALL engagementsIn order toEnsure specific pages of the UI do not trigger engagements Login/log out pages {other pages specific to customer products and UX} Ensure consistency / avoid human error Especially when working with a team of partial-admins who can launch engagements Avoid repetitive/duplicative work to always exclude the same URLs for each engagement Use Case ExampleProduct has multiple entry points / users might go straight to a specific URL, rather than always land on home page Want to show a certain engagement when users begin their session, regardless of which page they start on (minus certain exclusions) NPS and other surveys Alerts and info (ex. product upgrades, issues, etc) Marketing (webinar promotion, etc) Intentional Friction / Customer Journey (ex. “you haven’t completed your onboarding yet, click here”) Current State Pain PointsEngagements had been showing on our login/logout authorization pages Users were previously identified from earlier sessions Users initiated a session that the began with a log-in page, but engagement triggered based on user attributes from previous identify call / PX cookies fitting them into audience criteria May be identified from session in same browser in a different instance/environment (ex. Partners/Consultants working with multiple Customers)   To avoid this for the many use cases above, we have to remember to / audit whether each engagement is set to exclude these URLs. Thus:  Added effort to set up and/or audit Risk of human error, especially across teams

    2
    rschlette
    Forum|Forum|1 year ago
    DannyPancratz
    DannyPancratzVIP ⭐️⭐️⭐️⭐️⭐️

    Trigger Engagement from Multiple BadgesNew Idea

    When I am creating an engagement for {business objective}I want to have the ability to trigger that single engagement from every place relevant within the UXin order to Have all the metrics for that one initiative/objective within one engagement + add holistic engagement metrics to dashboards within a single widget Have audience & schedule (recurrence) rules within one engagement  And ultimately to avoid the extra work/hassle/complexity of logic of duplicating the engagement multiple times and configuring audience logic / recurrence rules manually combining the engagement metrics into a single report Example Use CasesWhen there are a suite of features or related features that exist on multiple pages of the UI, and perhaps you want to engage users on each screen of the UI: Survey users about this feature suite Collect specific feedback about this feature suite  Inform users about this feature suite on each screen of the UI A relevant upcoming change An alert about an existing issue Best practices Link to documentation (new features, beta features, etc) Trigger an on-demand onboarding/tutorial flow (new features, beta features, etc)Similarly, if you wanted to do similar things specific to the customer journey across multiple screens of the UIGuide them to the next stage of their learning journey Alert them about an expiring certification or missing pre-requisite Promote a webinar

    0
    DannyPancratz
    Forum|Forum|1 year ago
    Alicia Fisk
    Alicia FiskContributor ⭐️⭐️⭐️

    Add more aggregations and operations to PX Query Builder reportNew Idea

    Our Product team PX users would like to have more flexibility in how they slice and dice data. One way that seems logical to do that is using the Query Builder report. However, it does not allow aggregations other that total, so using it to find the average number of events for a period, for instance, isn’t possible. This arose when one of the team asked how to build a report that would show the average number of events/day. There is a an average per sessions widget, so it could also be helpful to add different period options there. 

    0
    Alicia Fisk
    Forum|Forum|1 year ago
    nburkeHelper ⭐️

    CSM Teams/GroupsNew Idea

    Looking for a solution to filter reports or dashboards using a team of CSM’s.  Instead of a global filter of CSM Name which we currently use, it would be ideal to put our CSM’s on teams or in groups and filter on that.  Use case is we have teams of CSM’s, and each team has one manager.  Each Manager would like to be able to manage their team as a whole and not just each person individually. We would like to use dashboards, or reports, and have them filter on those CSM teams/groups but it appears the only way to do that is to copy all of the dashboards and all of the reports, and modify the filter criteria for each one.  This could take hours upon hours and is a lot of work should we have changes-potentially 200+ reports when all said and done. 

    1
    alizee
    Forum|Forum|1 year ago
    christian_auner
    christian_aunerContributor ⭐️⭐️⭐️

    Stage visibility in Customer Journey WidgetNew Idea

    Hi Community, Hi Gainsight Team, We would love to see an enhancement for the Stage visibility in the Customer Journey Widget.We have customers were the stage name is clearly visible, as they recently switched, like this example: But if the customer stays in the same stage for a while we can’t see the actual stage name. Not as an overlay like in the picture before neither through hovering over the stage:  If would be helpful to have the stage name always as an overlay somewhere visible in the current view of the Customer Journey Widget. This should hopefully be a quick improvement.Happy to answer questions if needed. Best,Christian 

    0
    christian_auner
    Forum|Forum|1 year ago
    Sejal AContributor ⭐️

    Capability to remove addressing the user by email on In-App Hub (formerly KC Bot)New Idea

    Addressing the user by email id on KC bot should be optional in editor settings. If email ID is masked to protect PII, we will see something like hi xxxx@gmail.com which is not ideal. Could this be tackled through an additional option on editor to turn off / customize the way of addressing the user? Thank you in advance!   

    0
    Forum|Forum|1 year ago
    Gainsight Employee ⭐️
    mgamacheGainsight Employee ⭐️

    Ability to Delete System Object/Have option to Delete System Object that is created when JO/Dynamics Programs are Published and Program is DeletedDiscovery

    Hi team,I have a request from the customer Tanium to have the ability to Delete or have the Option to Delete the System Object that is created when JO/Dynamics are Published. Use case - Customer Deletes the JO/Dynamic Program and then wants the ability or option to also delete the System Object that is created. 

    18
    dayn.johnson
    Forum|Forum|1 year ago
    jenlpro
    jenlproHelper ⭐️

    Allow multi-currency fields to be exported as numbers OR with currency symbol vs. ISO codeNew Idea

    A lot of our team relies on drill down extracts for ad-hoc reporting, and because we are a mutli-currency instance, we have to manually add a column or columns to our Excel or GSheet and use the “Split Text to Columns” function to break the ISO code out from the same cell as the currency value. I would love it if any of the following changes were made to make multi-currency drilldowns and reporting more user-friendly:If any currency field(s) is added to a report, automatically add the ISO code field as a separate field to the drilldown If any currency field(s) is added to a drilldown, allow a field-specific setting to export with symbol vs ISO (ie instead of USD 50000.00, export as $50000.00) If any currency field(s) is added to a drilldown, default the export to use symbolThere may be an even better or easier solution that the options I listed above and I’d love to hear what other people think, but this is such a huge pain for my team right now. Anything we can do to make this easier would be much appreciated 😊

    1
    Jef Vanlaer
    Forum|Forum|1 year ago
    jvdc
    jvdcExpert ⭐️

    Registration Approval: prevent users who are pending approval from accessing siteNew Idea

    I think this is a necessary added feature for private sitesWe can indeed limit visibility to community categories for registered users, but still when a user has made a registration request and is waiting for approval/rejection, that user can still have access to a bunch of elements:user profiles and fields details events landing pageThis creates some awkward access for some users who will eventually be denied access/an account...

    1
    marekkoszlak
    Forum|Forum|1 year ago
    kgodisela
    Gainsight Employee ⭐️
    kgodiselaGainsight Employee ⭐️

    Ability to give default values for Activity Timeline custom fieldsNew Idea

    Few of our customers have use cases where they want to set default values for Activity Timeline custom fields. Use Case 1 from NICE CXone: For activities synched from MS Teams to GS through AI followup using Staircase integration, customer wants to set two fields with default values which will reduce 99% of their effort of having to add these manually every time.Use Case 2 from Tessitura Network Inc.: Customer has set up Activity Sync and configured a custom field to sync. For a particular Activity Type, as this field doesnt have any value, its not synched to SFDC. Hence they want to set a default value for this field when an activity is created, so that its synched properly to SFDC.CC: ​@marionmungcal 

    1
    Forum|Forum|1 year ago
    sam.walker
    sam.walkerHelper ⭐️

    Support content version controlNew Idea

    It would be very useful if Skilljar could allow us to version content, including restoring previous versions and surfacing different versions of content to learners.We have two use cases that would greatly benefit from content versioning and might require different solutions.Restoring courses or lessons It’s currently possible to, for example, accidentally delete an entire text lesson, save the lesson, and then be unable to retrieve the lost content. This can also happen when two Dashboard users edit the same lesson and overwrite each other’s changes. Support for viewing and restoring previous versions could fix this risky situation. Google Doc’s Version History interface is a good model for this. This is a more “automatic” approach to versioning. Surfacing content that matches learners’ software version. Our desktop and server products use a traditional versioned release model. This fact means our courses have to correspond to a specific release. Learners ideally take the training using the exact version matching the course content so that the UI and functionality match exactly. They cannot even take the newer training if they have an older version because the provided instructions and example files will not be compatible. Therefore, we’d like to support surfacing different versions of content to users. This feature is common in software documentation. For example, click Other Versions on this page: https://pro.arcgis.com/en/pro-app/latest/arcpy/main/arcgis-pro-arcpy-reference.htm. Most solutions support this use URLs to indicate which version is being used. These names are usually branches or releases in a version control system. https://pro.arcgis.com/en/pro-app/latest/arcpy/main/arcgis-pro-arcpy-reference.htm https://pro.arcgis.com/en/pro-app/3.4/arcpy/main/arcgis-pro-arcpy-reference.htm Our current workaround uses course names, tags, and published course URLs to let users choose which training version to take. But we know learners struggle to find the right content, particularly when using an older software version. This is a more manual approach to versioning.

    0
    sam.walker
    Forum|Forum|1 year ago
    sam.walker
    sam.walkerHelper ⭐️

    Certificate actions on learning path completionNew Idea

    Course completion actions currently include the option to award a certificate. We use that pretty widely.However, for most of our courses, we would prefer to award certificates for learning path completion. Our live courses map onto learning paths, not single courses. Many single courses are short (as is generally recommended), but awarding a certificate for a 20-minute course seems to trivialize the certificate and over-complicate certificate management.So, we would like the certificate completion actions from courses to be available for the learning path completion actions.Our current workaround is to place a certificate course at the end of each path. This course has prerequisites to complete all courses in the path. It uses auto-registration and has a single congratulations lesson, so users are awarded a certificate when they click it from the learning path. This method works OK, but for us it has a few downsides:We update and archive learning paths with new software releases, which requires regularly changing the prerequisites of these certificate courses. I consider these certificate courses unnecessary, since the course is basically empty.

    0
    sam.walker
    Forum|Forum|1 year ago
    sam.walker
    sam.walkerHelper ⭐️

    Optional courses within learning pathsNew Idea

    All courses must be completed to complete a learning path. Sometimes, we’d like to include optional courses that are in the path but do not need to be completed to complete the learning path.For example, for all our live courses, we currently have a setup like this:A live course that has information about the live course (slides, recordings, and event signups) An on-demand learning path with all the actual course contentWe separate these courses so we can maintain all the course content in one place and treat the on-demand and live versions of courses as basically the same. However, some users get confused because the course content is stored separately from the live course, even though we link to it.Including the live course as an optional course within the learning path would be helpful.There are probably other solutions to this specific live vs. on-demand course problem, but optional courses in learning paths could also be useful for other use cases.

    0
    sam.walker
    Forum|Forum|1 year ago
    sam.walker
    sam.walkerHelper ⭐️

    Learning path and lesson completion metrics graphNew Idea

    ProblemThe completion rate is one of the most useful metrics to me as a course manager. This metric indicates if learners are empowered and motivated to complete a course. We can currently easily view this for individual courses, which is useful, but specific and more useful pieces of information require manual work to extract:Completion rate by course within a learning path Completion rate by lesson with a course This sort of exists, but you can only see lesson views, not completion rates Completion rate by lesson by course within a learning pathThese visualizations/tables built into the Dashboard Analytics would significantly reduce manual effort.Potential SolutionsI've attached an Excel workbook with mockups of what I'm picturing. The data is fake. The third option (lessons in courses in a path) presents a pretty overwhelming chart so that it might be better presented as a table. Or perhaps a table with sparklines.I can get all this data from the Analytics section, but putting it together in this format requires manual work.My preferred route to get to these would be:Dashboard > Analytics & Reports > Reports > Paths > click a path in the list That currently goes to a page of path enrollments. Perhaps you could copy the behavior that happens if you click a course from the Courses report. That takes you to a tabbed view of Enrollments and Lessons. In this case, for paths, it would take you to a tabbed view of Enrollments and Courses. Then the Courses page would have the course completion rates within the path as a table and chart. Dashboard Analytics & Reports > Reports > Paths > click a path in the list Same path as above. Again, adding it as a tab on the specific course analytics page would work. Add a tab called Lessons and show a table and chart of the completion rate for all lessons in all courses in a path, in order. If you think of this more as "analytics" rather than "reports," I could see an argument for adding a Path entry to the Analytics section in Analytics & Reports instead. But I think the pages would end up being pretty similar. You could even do both. If you do that, you might also need to do the same for courses. In that case, I'd just add completion rate as a column on the existing course analytics page.These proposed pages are similar to the existing view you get if you click a course on the Course page in Analytics. However, that page only shows lessons within a course, and I would also greatly prefer it to show the lesson completion rate rather than the lesson views or time. We use quizzes on every page to gate completion and "prove" the student engaged with that page. But I think the location of this page in the Dashboard and the general layout of the page could be cribbed for these charts.

    0
    sam.walker
    Forum|Forum|1 year ago
    sam.walker
    sam.walkerHelper ⭐️

    Quiz lesson icon confuses usersNew Idea

    The icon that indicates a lesson ends in a quiz is a checked square checkbox. However, this icon appears next to an empty round checkbox that indicates if the lesson is complete or not. We have had several users report that they find this confusing. Some users think they have completed the quiz because they see a checked checkbox.A question mark icon like this would be more appropriate and less confusing: https://thenounproject.com/icon/question-5179459/.Here is an example: 

    0
    sam.walker
    Forum|Forum|1 year ago
    sam.walker
    sam.walkerHelper ⭐️

    Global full-text Dashboard searchNew Idea

    There is no global full-text search for the Skilljar by Gainsight Dashboard. This option would be useful for finding outdated terminology.For example, we recently updated the term “feature caching” to “data caching” in our software. It’s difficult to find all mentions of that term in our training material, which consists mostly of text lessons. There are hundreds of text lessons.We have a workaround: We use the API to retrieve our lesson HTML and back it up to a GitHub repository, which we can then clone locally and search. But that is a roundabout solution to something we feel should be in the product.This request is related to another idea: global full-text search in the customer-facing Skilljar by Gainsight search bar.

    0
    sam.walker
    Forum|Forum|1 year ago
    sam.walker
    sam.walkerHelper ⭐️

    Randomize answer order by question instead of by quizNew Idea

    You can currently only decide to use randomized answers by quiz, not by question. Some of our older questions use “All of the above” answers, meaning their answer order cannot be randomized. We’d still like to use randomized answer order, but not for these questions. Therefore, it would be useful to set random answer order at the question level, not the quiz level.

    0
    sam.walker
    Forum|Forum|1 year ago
    sam.walker
    sam.walkerHelper ⭐️

    Question and answer full text searchNew Idea

    Currently, you can only search quizzes and question banks by name. This limitation has made it difficult for us to mass-update questions when a feature or terminology changes. We maintain 288 quizzes and 265 question banks, with nearly 1,000 questions, so manual changes are very slow.Here are two examples:We want to search all questions and answers for the phrase “All of the above,” which we imported into some of our question banks from a previous quiz system. This is currently impossible and requires checking every single quiz question manually. It is not even possible with the API. We changed the term “feature caching” in our product to “data caching.” To avoid confusing users and to match our product UI, we would like to update all mentions of this term in our questions and answers. Again, that requires manually checking and updating every question and answer.Some improvements that would help here:An additional tab in Quizzes for Questions that shows all questions and allows full text search. LIST and UPDATE API endpoints for quiz-questions Global full text search, which I will be submitting as another Idea soon Find and replace with quiz questions Would also be useful globally, e.g., for text lessons or page text

    0
    sam.walker
    Forum|Forum|1 year ago
    david_rudolph
    david_rudolphContributor ⭐️⭐️

    Calculate the Median in ReportsNew Idea

    We would like to be able to calculate the median in reports. Currently, the aggregation options include: "Count, Count Distinct, Sum, Min, Max, Avg." In datasets comprised of extreme datapoints, average is not the best option to understand the data, median is a more reliable measure. In speaking with Support, it is currently not possible to calculate the median, but I think many would find this useful.

    23
    Forum|Forum|1 year ago
    bradley
    bradleyExpert ⭐️

    Improve Group Send Engagement ReportingNew Idea

    Group Send has some features that are helpful on the surface for users - one of those is the ability to report on email engagement OOB in the Home UI. This is about the reporting itself, as I find the options to be a bit disingenuous and incomplete. Specifically, I’m referencing this Email Log V2>Status field which even appears in the documentation:  There is no such Status field in Email Log V2. This could present a problem if users see this and want their admin to create a similar report (or, if they have report builder access try and create their own) because those options are actually different fields. Email Logs had a single field similar to this, but they are not the same and Email Logs shouldn’t still even be getting data. Failed does not appear to be a relevant data point in Email Log V2, so I’m not sure what that is referencing. Again, see prior bullet point. Unsubscribed, Rejected, (marked as) Spam are *not* on this list but they *are* reportable in Email Log V2. It seems like those would be relevant to include here - are they all captured under “failed”?.Why was a field seemingly fabricated out of thin air, reference an existing MDA, but not accurately reflect the data in the object itself? Please review this field/filter option and have it more accurately reflect the data in the object it is referencing. Please also add the field itself to the MDA object so it is usable outside of this single UI element.

    1
    dayn.johnson
    Forum|Forum|1 year ago
    DannyPancratz
    DannyPancratzVIP ⭐️⭐️⭐️⭐️⭐️

    Webhook for when a user-generated post is deletedCurrent Behaviour

    This exists for admin-only content types (Articles, Product Updates), but not for user-generated content types (questions, conversations, ideas).    I have been pretty direct in my feedback that I think it’s silly and surprising the self-delete functionality does not yet exists... In the hope that someday it does exist, I want to get this idea out there because it’s table stakes IMO. Use Case Example: A few times a year, I have users who just decide to delete all their posts, including questions with answers. A webhook also admins to subscribe to events when this happens and to inquire with the user as to why and address however appropriate. (For example, my preference is to restore these deleted questions and move them to a private archive. Otherwise Q&A & content metrics can retroactively change significantly if a large volume of posts are deleted months later.)

    5
    Forum|Forum|1 year ago
    benwanless
    benwanlessContributor ⭐️⭐️⭐️⭐️

    Expand capability of the FirstDayofWeek FunctionNew Idea

    Hello,I would like the ability to have the FirstDayofWeek function to consider Sunday to be the start day of the week. Right now it only is able to consider Monday as the first day of the week. The workaround to solve for this is difficult to implement and maintain. I would have to split my daily time series data by snapshot Day of the week, Sundays and None Sundays.For sundays, the snapshot date is the FirstDayofWeek, so no transform is needed. For non-sundays, I would need to create a calculated field and use the DateDiff function with the FirstDayofWeek function and subtract one day so that instead of Monday it will return the previous day (my sunday).Please help me solve this as I believe many businesses consider Sunday as the Start of the week.

    3
    bradley
    Forum|Forum|1 year ago

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