Under Consideration

Allow inline editing in tabular reports


Userlevel 7
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It would be great to be able to view a tabular report, ie cases, opportunities, projects, etc. and be able to simply click on the cell in the tabular report, edit the cell, and have that update the associated object record. 

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Userlevel 7
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 @dan_ahrens does this happen to be coming with the Reporting Horizon experience? @lindseyyoung5 @ashleyyoung @jamieordway @jesse_reyes throw some votes on here please!!

  
End Proctoring-
 

Unfortunately this is not part of Horizon Analytics. Sorry. 

Userlevel 7
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@dan_ahrens does this happen to be coming with the Reporting Horizon experience? @lindseyyoung5 @ashleyyoung @jamieordway @jesse_reyes throw some votes on here please!!

  
End Proctoring-
 
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@jean.nairon it is something that the team is planning on doing, but exact ETA is not determined at this time. There are a number of technical complexities especially when dealing with reports that can be transformations and combinations of base data. 

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@dan_ahrens - do you know if this on any future roadmap?

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I would agree. It would be better if there were no limitations on the type of object. I use low volume objects all the time because its the only type for new objects that CSMs can view the records. 

Userlevel 7

 

Hi everyone, 

I understand the efficiency gains we get via this inline editing. @muralikrishnagopu  is working on an awesome editing experience for Company/Relationships.

I have one question regarding this: What all areas do CSM’s want to update? Is there a need to support it for (low volume) custom objects too?

Hi @rakesh - I think we should assume that admins want to have the ability to edit every field on every object (obviously excepting system objects and other hard limitations like that). This would be a big-time game-changer, as all the comments and upvotes on this post indicate. I think we should think big rather than just providing a half-measure of an editing experience only on the company and relationship objects.

 

 

@spencer_engel agree. We will most likely have a phased release here, but will consider a holistic approach to the solution. cc: @pgeorge 

Userlevel 7
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Hi everyone, 

I understand the efficiency gains we get via this inline editing. @muralikrishnagopu  is working on an awesome editing experience for Company/Relationships.

I have one question regarding this: What all areas do CSM’s want to update? Is there a need to support it for (low volume) custom objects too?

Hi @rakesh - I think we should assume that admins want to have the ability to edit every field on every object (obviously excepting system objects and other hard limitations like that). This would be a big-time game-changer, as all the comments and upvotes on this post indicate. I think we should think big rather than just providing a half-measure of an editing experience only on the company and relationship objects.

 

 

 
Userlevel 4
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This would be a great tool to easily edit multiple rows. The only other solution I’ve found that works well here is to export the data to excel, update it, and then re-upload it. The Mass Edit tool works well too but often you have to change multiple records and they don’t all get the same values. 

This would be helpful for admins and CSMs or anyone else who needs to edit data in Gainsight.

Userlevel 2

+1

We would like to edit Person and CompanyPerson records in reports

Userlevel 7
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I fully agree @HollySimmons. I think its a pretty tedious task updating contacts today and it would be great if this could easily sync back to Salesforce.

Userlevel 5
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@rakesh another object this would be really useful for is the Company Person, so CSM’s can quicky update their list of contacts without going to 360 and clicking on each person individually. For example cleaning up their lists and flagging who has left the company, or flagging those to be included within/excluded from a certain JO program.

Userlevel 7

Thanks for all the inputs so far. A generic inline editable tabular report would definitely have to handle field level security. While this is something that is not on our short term radar right now, I will be working on understanding the benefits and the scenarios for this.  

 

For opportunity forecast editing, I would recommend you take a look at our Renewal Center. Because RC understands that the updates, etc. are on opportunity, we handle a bunch of validations and other scenarios which are hard to generalize in a table report. cc: @minh_phan 

Userlevel 7
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@rakesh the big area where @jean.nairon and I came across this was for Opportunity forecast editing. Field-level security is key though, as it should also be for Attributes editing capabilities.

Userlevel 5
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Hi @rakesh my current use is just for the company object, BUT I can see it being useful to extend to custom objects too. However as @gunjanm mentioned it would need to come with field-level security so individual fields could be selected for editing. Most of the fields in my custom objects for example are updated via rules/connectors/calculated fields, so if I wanted CSM’s to edit something I’d need to lockdown the others. And actually the same goes for the Company object really - lots of the fields are fed by SFDC data with SF being the source of truth so shouldn’t be able to be edited in GS at all. 

I also agree with @jean.nairon on the ability to share single reports. If I need to do this I am currently building a dashboard with just the one report included and sharing that, but it seems pretty cumbersome. 

Userlevel 7

Hi everyone, 

I understand the efficiency gains we get via this inline editing. @muralikrishnagopu  is working on an awesome editing experience for Company/Relationships.

I have one question regarding this: What all areas do CSM’s want to update? Is there a need to support it for (low volume) custom objects too?

Userlevel 5
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+1 to this please, we often have initiatives running where we need CSM’s to flag which accounts would be good targets - they currently do this via google sheets (arghhh!) which means we end up missing the information in GS for later reporting/analysis (sometimes we retrospectively update, but it’s a pain to have to). 

Userlevel 7
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For inline editing, it would be great if its in a report once end-users can see reports. Currently we can edit records via Data Operations but this is not an easy feature for CSMs to mass update a bunch of their accounts. 

As Gainsight becomes the central repository for customer data, it is important to be able to ensure the data is all accurate and up to date. The above ask is to be able to edit multiple records inline in reports. This will only be helpful if CSMs are able to see these reports in the Report feature. I don’t think this will be as useful if the report needs to be added to the Dashboard. Salesforce provides something similar with Mass Edit in List View. 

 

Userlevel 7
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Would love an update on this also. I think it would require some additional enhancements include field-level security, but overall, a great feature request indeed.

+1 here too! This is a request that we’ll speed up our way to work!

 

Any update here @Gainisght? 

Is there any update or progress on this request? A GS employee commented over a year ago that this was targetted for Q3 - is this still on the roadmap somewhere?

Userlevel 3
Is there any updates on this, is it still under consideration in the roadmap?

Userlevel 4
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I have a customer requesting this functionality as well. +1

Userlevel 6
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+1, this would be super helpful for end-users as well as admins. Salesforce has this with List Views.

Userlevel 3
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Just checking any update on where this is on the roadmap? This feature would be a huge win for our team.

Userlevel 7
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This just came up with another customer today.  In their case, their CSMs would like the ability to view/edit CTA Tasks in a spreadsheet format without having to click each row to edit the details.  This could be a great feature for sure!

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