success plan mandatory fields

I‘ve converted this post to an Idea for better tracking, and because I saw the same question/request being asked again. 

+1 to this. 

We require our CSMs to complete a number of fields on the summary/details page of the Success Plan however as with the nature of the expecting CSMs to remember what fields they need to complete we need the ability to make them mandatory to ensure they are completed.

Mandatory fields would be helpful to ensure the plan info has all necessary data capture. Without a mandatory field, the plan can be closed and if the field needs to updated the plan has to be made active again which impacts the close date and any metrics/reporting related to time to completion (e.g. Onboarding Success Plan where we want to know the average time to completion)

Hi John,

Got it. Thanks a lot for sharing the idea and the use-case makes complete sense. I will keep you posted if we make any progress on these

 @jamieordway 

This is important to me too, especially as it’s not possible to edit fields once the Success Plan is closed without re-opening and altering the closed date. Not great for data integrity - especially as user errors are frequent

The use case makes sense. We will follow this thread for more upvotes so that we can pick it up in our upcoming roadmaps 

@Anil Raj Pujari @aditya_marla , Please progress update if any. Thanks!

@Anil Raj Pujari One of the customers is looking for the update on this. Can you please provide an update on this. 

Thank you.

This would be a great feature in the use case where the SP fields are being used to generate reports. It would make the CSMs put the data in correctly and reduce the chasing to ensure the correct fields are completed. 

It’s easy to bypass fields mistakenly - mandatory fields would really help ensure data is accurate! 

This potential feature is becoming increasingly important for our organization. We have many team members creating SPs and forgetfulness to completely fill in all necessary fields is bound to happen. I’d rather have team members spend more time filling in the appropriate information at the first pass than trying to back fill missed information when pulling reports. 

Mandatory fields in Success Plans would be a game changer. 

@Anil Raj Pujari , let’s share the latest on this Idea pl.

Hi, what’s the status of this request?  Or organization requires it too.  Thanks

Is there any update on this? Our team would greatly benefit as well!

We are in process of rolling out success plans internally to our teams would greatly benefit from this. With this feature in place, we can be sure that we aren’t missing out any details while success planning. 

@anirbandutta Can you please help in getting some traction on this? 

@Abinash could you pl take a look at this.

Thanks for sharing the use cases around the idea, certainly get the significance of this feature. We are planning to address this as part of the Simplify Success Plan Admin feature wherein the mandatory field option can be set as part of the Success Plan layout. However, this may not be part of the initial phase of the release and will be picked up later.

Lack of required fields on success plans is a huge blow to our business as we leverage success plans for our risk process, which flows into our forecast model. Lacking this functionality leads to garbage data input and impacts our ability to accurately model risk, a core deliverable for the CX org. Additionally, competitors have this functionality, so it’s difficult to understand why it’s taken 4+ years for gainsight to enable this functionality. @Abinash a deployment date would be a huge win, any update here? Happy to meet to provide further feedback on our use case.

Any updates on this? Our organization would really benefit from this feature