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New Idea

Ability to filter engagements in PX by "Draft"

Related products:PX Engagements
  • December 10, 2024
  • 0 replies
  • 12 views

JayS
  • Helper ⭐️
  • 120 replies

It would be great to be able to filter engagements using the “Draft” column. Perhaps add it to the Other category of filters?

We have multiple people who are editing engagements and sometimes they put them into draft mode to be able to view what they need (since Gainsight prompts them to do it). Then, they forget to delete draft (since they didn’t change anything). I’m the primary owner of the PX platform, so it’s then left to me to try to clean things up. 

At first I tried sorting by the Draft column, but that is not an option. 

 

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