Workaround Available

Ability to favorite Timeline Entries


Userlevel 3
Badge

My team would love the ability to be able to favorite/start certain timeline entries and be able to pull them from a list on global timeline (similar to the drafts list). 


8 replies

Userlevel 7
Badge +2

Are you looking to just have just mark the activity as a Star. Or are you hoping to track everyone who is starring or favouriting the activity similar to how you can like a post in this community?

If you are looking to just add a flag to the account called Star or Favourite, you can add a boolean field to the activity to star it. This won’t allow multiple people to star it though. 

Userlevel 3
Badge

Thanks @jean.nairon ! We were hoping to be able to favorite a specific timeline entry (not a partner) to be able to go back and look at a list of favorited timeline entries 

Userlevel 7
Badge +2

@sroma - are you looking to have the multiple people favourite a specific timeline entry?

Userlevel 3
Badge

That would be nice but it’s not completely necessary- mostly just want the account holder to be able to do so! @jean.nairon 

Userlevel 7
Badge +2

@sroma - what I would recommend then is to add a checkbox on the timeline activity. It will allow you to star the activity and you could pull this field into reports as well. Here’s what you would need to do: 

  1. Navigate to Administration > Timeline.
  2. Select the activity type you want to edit or create a new activity type
  3. Click + FIELD.
  4. From the Field type drop-down menu, select checkbox.
  5. Enter a Name for the field.
  6. Click SAVE.

Here’s some more info on editing activity types: 

https://support.gainsight.com/Gainsight_NXT/Timeline/02Admin_Guides/Configure_Timeline_Settings#Create_Activity_Types

Userlevel 3
Badge

AWESOME this worked great! Thanks again @jean.nairon 

Userlevel 7
Badge +2

You’re most welcome!

Userlevel 7
Badge +2

You’re most welcome!

@jean.nairon Thanks for the quick update! 

Reply