Hi Scott, 

I’m having challenges mapping usage-data from a custom object to a JO program. Simple use-case, but running into a snag. This is my first time going through the process, so a bit of guidance will be appreciated! thanks

Hi Scott,

1. If I make a Company ‘Inactive’, what does that mean? What can I *not* do with an Inactive account that I can do w/ an Active account?
2. What is the intended use of the Success Plan “Activation Date” field? I notice the system stamps it with a date even if you create the Success Plan in Draft status. It then gets date-stamped again when you flip the status to Active. I don’t “get it”, what is this field for?
3. Update from GS Support on bulk closing or deleting Objectives w/ “mass update”: I have to Activate the plans in order to use Bulk Delete/Close! So the Activation Dates will get updated, that’s why I’m asking item b] above.

Quick question on currency fields from .csv to connector job

Hi Scott, 

Have question on my NPS dashboard sizing options.  It looks good in edit mode, once it is saved, it is entirely too big. 

Dawn

Hi @DIshmael -- thought I saw you jump on but then guessing you had to drop before I got down the list?  Did you get the issue worked out?  Something you can post a screenshot of and I can take a look and see if I can help?

Hello @tiffany_hui  (and fyi @justo.casablanca and any others interested) -- here’s the admittedly rough document I’d created a while back to walk you through step-by-step using the Gainsight API and External Actions to update a CTA Owner when the CSM assigned to the Company has changed.

TIFFANY -- I’ve added a section with some screenshots and notes for the differences when setting this up to update Success Plan Due Dates instead.  Still worth scrolling through the steps/screenshots on first few pages for details about setting up an External Action, but then you’ll see on the 5th “page” the specific use case for SP Due Dates begins.

Also -- I’ll post the API call you need in the next reply on this thread so you can copy/paste (since it’s a screenshot in the PDF)

Hope this helps!

Scott

. . . and here’s the JSON for updating Success Plan due dates with API call @tiffany_hui :

{
    "requests": s
        {
            "record": {
                "referenceId": "1", 
                "Gsid": "{{SPGsid}}",
                "DueDate": "{{NewDueDate}}"
             }
        }
    ]
}