I'm working with a customer who would like to run a report on any CTAs that have file attachments. I wasn't able to find the data object that I could use to create a report to show this. Is this a report that can be created and used in either dashboards, C360 or ad-hoc contexts?
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If yes, you can build reports on the GSFileLink object, like so:
Is it correct to say that some of these fields that you show in your sample report are only available if file attachments are enabled within that specific instance of Gainsight?
When I target GSFileLink directly in Data Spaces it does not have any related fields.
I think it was a permissions issue. I edited the JBCXM permission set to include access to all the fields in that object. Could you try building the Data Space now?
Here's my use case:
Part of my CSM process is to attach the EBR delivered to the CTA (and thus the account Chatter feed). As a CSM Manager, I want to be able to audit my team to ensure adherence to this.
Any suggestions for how I can accomplish?
I appreciate any insight you might have!
No luck on this end yet either. I'll definitely keep you posted on progress!