Question

Mapping custom colors for Success Plans and CTAs

  • 7 November 2022
  • 5 replies
  • 49 views
SaifSN
Rank

Hi Team,

 

In the “Color Mapping” section I was trying to map the Success Plan and CTA fields but found that we cannot do it for all the fields.

Some of the fields are

  1. Is closed - Green color
  2. Is overdue - Red color

 Am I missing out on anything or this is yet to be enabled?

Saif Ali

5 replies

matthew_lind
Rank
Userlevel 7
Badge +8

@SaifSN Those links will need to be customized for your own tenant, by replacing the left-most portion of the URL with the name of your Gainsight tenant. I wasn’t clear about that and have edited my previous post for clarity.

You can also use navigation menus to reach the Success Plan Admin or the Call to Action Admin pages.

Making people their best....currently disguised as a CS Ops Architect. How can I contribute to your success?
SaifSN
Rank

@matthew_lind , thanks for sharing the links, but they seem to be broken. Can you please check?

Saif Ali
matthew_lind
Rank
Userlevel 7
Badge +8

@SaifSN A few configuration options with respect to color are available to you on the Success Plan and CTA configuration pages. Granted, you cannot select a custom color here but you can amend items toward a color more suited for your visualization.

 

To configure colors for Success Plan Type, Objective Category and Status:

https://<<YourGainsightTenantNameHere>>.gainsightcloud.com/v1/ui/SuccessPlanConfiguration

Navigate Administration > Success Plan

 

To configure colors for CTA Type, Reason, Status and Priority:

https://<<YourGainsightTenantNameHere>>.gainsightcloud.com/v1/ui/cockpitconfiguration#cta

Navigate Administration > Cockpit > Call To Action

Making people their best....currently disguised as a CS Ops Architect. How can I contribute to your success?
SaifSN
Rank

Thanks for the reply @matthew_lind. I just read there is a limitation on Setting custom colors to the values in the lookup fields, GSID, and numeric data types is not possible.

I am trying to draw a pie chart with 3 values  - 

  1. Active - Yellow
  2. Draft - Red
  3. Closed - Green

 

It would have been more helpful if there was an option to set custom colors to the Status lookup

Saif Ali
matthew_lind
Rank
Userlevel 7
Badge +8

Hi @SaifSN 

I don’t know of any restriction on colors for those fields, though you do need to use the Add Value button to associate a color to the True value and a color to the False value. I’m attaching a screenshot using Success Plan > Is Closed as a reference.

 

Making people their best....currently disguised as a CS Ops Architect. How can I contribute to your success?

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