Ability to add rich formatting in Gainsight text (CTAs, tasks, descriptions, etc.)
None
On behalf of a customer - it would be great to be able to have rich formatting available in Gainsight. Bolding, underlining, coloring, type face, indenting, bullets, etc-- things that will make playbook tasks jump out or link to additional materials. Currently, this can be done in a text app and then copied and pasted in. But it does not translate well and it looks poor aesthetically (haphazard).
Thanks!
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The tasks window is so crazily small (as it cant be resized / popped out), that we need to be able to have hyperlinks with a shortened URL (eg click here), and we are keeping a fair amount of information in our description, so it needs to be easy to format.
The only way to do this is copy in from something like Word, but once a URL is in, it cant be formatted further or amended, however, the process of copying brings over random Word formats (eg double spacing, which although not present in the source formatting, appears in the task formatting)
If we were using tasks to contain small amounts of information, I wouldnt mind, but we are using it to describe in-depth best practices, and link off to further documentation (which the user may, or may not want to view), so formatting is desperately needed
Thanks
Nick
We are improving cockpit usability. Ability to add rich text and increase in cockpit detail view width will be available in fall release.
Thanks,
Nitisha
Right now I'm trying to add several comments to a Set Score 2.0 action, but when it writes to the customer's score comments, it's all in one line which makes it difficult to read. I don't suppose there is a secret way of which I am not aware to insert a carriage return there?
Did this come out in the Fall release?
Is this still planned for a future release?
When I copy from Word and use regular Paste (so that I can include the hyperlinks and bold highlights) then when the Playbook is used with a CTA, it looks like this in the Playbook editor:
(incidentally, if I don’t add an extra blank bullet line in my source file, then the last line doesn’t get a bullet when I paste it, as shown above)
BUT, when the Playbook gets applied to a CTA, it ends up looking like this:
I had to scroll down to capture that last line in a screen shot.
Another example where I did copy/paste and it looked somewhat normal in the Playbook builder, but applying to CTA ended up like this:
This is VERY painful and time consuming. Is there a workaround for this?
It's the same verbiage I previously copy/pasted into the Description field and it let me save the playbook.
I [i]think that the first time any paste is done into the description field, then the paragraph-level formatting from the source is adopted into that field (eg line-spacing), and from then on, you can only change it on a line by line basis. And yes, if anything other than plain text is displayed in the template field, then you are in the lap of your preferred deity as to what it gets displayed as a task under a CTA/Objective.
Frankly I've given up, and we are entering a single hyperlink to a SharePoint-based Word document that contains the formatting that we want.
The formatting similar to that available in Timeline would be fine. I can understand it being a problem if the current field was text only, so underlying data structures would need completely revamping, but here there is obviously some rich-text formatting capability so the underlying data structure can cope to a certain extent
Agreed that formatting similar to the timeline would be sufficient.
This pop-up would be thrown when the character limit of the copied text is more than limit of the Description field. (Quick Question: Apart from Description, do you have any there text or long text field added as custom field in task layout?)
Sometime when you copy paste the text from MS Word, it considers some formatting as extra lines (same issue will be seen when you paste same content in notepad or sublime).
Regarding your earlier post, its again related to formatting from MS Word, but i will check why its behaving differently in Playbook task and task under CTA and get back to you.
Regards,
Hitesh
If I copy/paste the entire paragraph into the Task Descriptoin, and click save - it saves all the text.
If I enter the same text one line at a time, with a carriage return in between each, and click save, it pops up the error.
On the MS Word & formatting....so - how do we add bullets, bold/underline, hyperlinked text to a Task Description? As you can see from other comments on this post, I'm not alone in needing a solid, consistent way to format text.
In UI whenever we add space or extra link, in backend we store few extra characters to support formatting when rendering it or when playbook is applied. This must be the case that is reaching the limit of the character and your are seeing the issue.
If possible can you send me the MS word that you are using, so that i can see and say exactly whats happening. (send me on hsharma@gainsight.com)
Also i agree to your point that we need to improve on Formatting and we are actively working towards it, to come up with a concrete solution.
Regards,
Hitesh
I am escalating this to our respective Product Managers, We will get back to you soon.
This has taken me countless hours.
There are a few things that need an extra tweak, but it has changed the task description from utterly unusable, to just about acceptable.
It would be MUCH better to have the full solution, though!!!
Any update on this request? I know with GS Horizons, there is an overhaul to the cockpit view. Has rich text formatting in playbooks and possibly CTAs been incorporated to GS Horizons? Is there an ETA at all?
Thanks
a.
Hi@andorfuhrer
In NXT the rich text formatting is possible in playbook task descriptions as well as in the CTA comments
Regards
Happy its in NXT but also sad its just in NXT. Thanks for the reply!
A.