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Thursday US Admin Office Hours (CS Platform): Nov 14, 2024 - 11am PT / 12pm MT / 1pm CT / 2pm ET - Pre-session Thread

  • November 14, 2024
  • 2 replies
  • 21 views

sdrostgainsightcom
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Hello everyone!

This thread is for today’s Thursday Admin Office Hours session, Thursday, November 14, 2024 at 11am PT / 12pm MT / 1pm CT / 2pm ET.


Please submit your questions below as replies to this post in advance if you can, and we'll address them during the session (or if there’s a quick answer available, we’ll post as replies to the questions).

There is no need to register for these sessions - you can join at any time. Once the session is underway, I will go in order of questions posted below first, then field questions from anybody else who has joined as well. Look forward to talking with you!

Conference Details (Zoom):

Thursday, November 14, 2024 at  11am PT / 12pm MT / 1pm CT / 2pm ET

 

Join Zoom Meeting:

https://gainsight.zoom.us/j/95564886548?pwd=SGZyVmM2NGpYSW02RU5XY2x5TjJhUT09

 

Meeting ID: 955 6488 6548

Passcode: 296864

 

For dial-in info by your location, find your local number: 

https://gainsight.zoom.us/u/aeD4b4SdoB

2 replies

Hi Scott,

 

I’m planning to hop on Office Hours to chat about the Horizon Rule S3 date/time options. One of our data feeds is changing and a new format is being introduced. I’ve read through the documentation but am sure if there is a 1x1 match.


rho_ran_experian
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  • Contributor ⭐️⭐️⭐️⭐️⭐️
  • 143 replies
  • November 14, 2024

Hi Scott, I have 3 questions that should be pretty quick and easy for you.

 

  1. When updating playbooks using a rule is there a way to append new data into a custom field on the task layout so the information currently in the field will be retained after the rule runs?
  2. When updating playbooks using a rule does it matter if the user has changed the name of the objective? 
  3. On the standard column layout on the C360 and Global Cockpit is there a way to change the layout for all users?  We want to add in the name of the Success Plan to the Cockpit layout.

Thanks,

Rhonda


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