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Hello everyone!

I AM BACK!  ALSO . . . I apparently did not hit the “Create” button a week ago with my post to let everyone know that I was on PTO last week and almost entirely offline -- either that or it timed out for some other reason -- my apologies!

SO -- we are back to business as usual for the coming weeks.

This thread is for our upcoming Tuesday Admin Office Hours session on Tuesday, April 22, 2025 at 1pm PT / 2pm MT / 3pm CT / 4pm 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):

Tuesday, April 22, 2025 at 1pm PT / 2pm MT / 3pm CT / 4pm ET

 

Join Zoom Meeting:

https://gainsight.zoom.us/j/96758098131?pwd=Z2ZyTDRYVzJGMDdsV20vWWxXRGcydz09

 

Meeting ID: 967 5809 8131

Passcode: 678844

 

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

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

Hi Scott,

I’m trying to find a way to automate a notification to management (CTA or email) whenever the priority of an existing Risk CTA changes. For example, if the Priority of an existing Risk CTA changes from Critical - Churn/Contraction to Low, Medium or High a notification would be sent to the manager of the CSM Team. Is this possible?

Thank you!

Kellie

Hi Scott! Hoping to get help with an overly complicated DD I set up to find the “true” last modified date on a Success Plan. My ultimate goal is to be able to use this information in a Dashboard to filter on plans that have not been updated in more than 30 days. 

 

This is what I have built, which is filtered down to one plan so I do know that it works:

My DD is working but I only need one row per Success Plan, and I’m getting multiple for each plan because I’m bringing in 4 modification activities. 

 

Also wondering if I need to use this information to write a rule to update a custom field so I can use it in dashboards, etc. Thanks!

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