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Thursday US Admin Office Hours (CS Platform): Sept 5, 2024 - 11am PT / 12pm MT / 1pm CT / 2pm ET - Pre-session Thread

  • September 5, 2024
  • 3 replies
  • 45 views
sdrostgainsightcom
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Hello everyone!

Apologies for the late post for today’s session!

This thread is for our upcoming Thursday Admin Office Hours session, Thursday, September 5, 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, September 5, 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

Scott Drost, Gainsight -- Principal Customer Success Architect

3 replies

C
  • chae.stewart
  • Contributor ⭐️⭐️⭐️
  • September 5, 2024

Hi Scott,

Is there a way to limit the drop-down options for a Boolean field filter within a report column? I.e. in the screenshot below, limit to just “True” or “False”?

Thank you,

Chae

J
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  • justo.casablanca
  • Contributor ⭐️⭐️⭐️⭐️⭐️
  • September 5, 2024

Hi Scott,

In Relationship, I am storing product versions in both a dropdown and a text field. In the dropdown all my versions are numeric (X.Y), but of course in Reports it’s treated like a string.

In reports, for each customer I’d like to get their Min and Max versions by product family (also a dropdown), but with dropdowns being treated as text, the Min and Max aggregation doesn’t work as expected.

I can transform the values in data designer, but is there a less heavy approach?

knestorsson
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  • knestorsson
  • Contributor ⭐️⭐️⭐️⭐️
  • September 5, 2024

Hi Scott, 

I wanted to follow up on the next steps for the duplicate contacts we discussed on Tuesday.

Thank you!

Kellie

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