Hi @spencer_engel ,

We just converted this weekend and I have a few questions so far. Some I don’t think are possible yet but wanted to confirm.

1. Is it possible to create a dependency with Objective Category as the controlling field? I don't see it in the list, but I might be missing it. For our success plans, we have a few higher level categories which are what they select in Objective Category, and then there is a sub-category below each. I wasn't able to create dependent picklists until Success Plans were Horizon, but now that they are, I wanted to set this, but don't see Objective Category as an option for a controlling field.
2. Previously the only thing that an external “person” could edit when shared a success plan was to mark an objective or task complete. Am I right in understanding that now they can edit much more, i.e., fields on the Plan info tab and fields on the objective? Is there a way to make a field read only for them, but still be edit for our internal users within Gainsight? I know you can make entire sections external/internal, but wasn’t sure about individual fields.
3. It looks like Plans on a Share360 are still the older version. When will plans on the Share 360 be Horizon or is there something I need to do to have these be Horizon also?
4. I submitted a ticket for this also, but we noticed that we can set a date field (custom field of data type = date) and change it, but we can’t clear the value.
5. Can admins set public list views like in the Cockpit for plans? I don’t think we can yet, but will we be able to?

Thanks, Tammy

Hi everyone - here is the recording of yesterday’s office hours session: https://app.gong.io/e/c-share/?tkn=1fq0hsnpbotkl1tjk81w64a99t