Discovery
Add Mandatory fields at Task level
The Mandatory fields feature in November release is great, but would like to see it extended to the Task level also as we do have some CTAs that span a lenghty amount of time (up to 90 days) and would be good to prevent an individual task from being closed unless they have completed Mandatory fields.
Thanks for the idea, Jeff. Makes sense. We will priorities it based on the # of customers interested in it.
Thanks,
Nitisha
Thanks,
Nitisha
+13+1 We would definitely use this. We have specific fields that we want the CSM to fill out., but I'm not sure about having them on every task. Maybe it's something you can assign at the playbook level?
Concur would also be interested in this.
Hello,
no update on this? At this time we are still not able to mark custom fields as mandatory which I think it’s very limiting.
Thank you.
Reply
Rich Text Editor, editor1
Editor toolbars
Press ALT 0 for help
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.