We’re looking for the basic expand/collapse functionality as well.
@dan_ahrens wanted to resurface this request, especially as the workaround does not seem to be available in Gainsight NXT. We understand that this may affect performance if the UI can render up to 1000 CTAs at once, then an expand all could cause long loading times every time cockpit is accessed, but it would be great to have a setting to expand all and collapse all in Cockpit (Global and 360). Additionally, incorporating page loading additional records upon scrolling (infinite scroll?) like we have in timeline could help with performance by limiting the number of records initially loaded and subsequently expanded and collapsed simultaneously. Thanks!
I see this was marked 'workaround available' but I'd like to 2nd the fact that actually being able to collapse/expand all for cockpit groups would be really helpful. I've had a couple of CSMs request this. Currently, they have to click on the arrow for each group. Most of our group by CTA Type and have potentially 8+ different CTA types it takes a while. We're not looking to highlight just 1 type (like Risk CTAs) but it is helpful when managing their day if a CSM can see the overall count of how many CTAs they have in each group at a glance.
Thirding this request! We’ve had several CSM’s request this basic functionality of expanding and collapsing all groups - not tasks for CTA’s. If sorted by customer, it can become very messy having all categories open and multiple CTA’s below for each. Custom Views are an inefficient use of time when you have multiple categories, and doesn’t allow for quick and easy viewings of to-dos.
@katie_b @kirsten_ferguson In the new Horizon cockpit, we show the CTA count against each group. Does that solve the issue? Or am I missing something?
@sriram pasupathi The counts are helpful, but I think it’s more about quickly jumping to what they want to see. Since we can’t reorder (and even if we could certain CSMs want things in different orders)...they easiest way to find a certain CTA Type is to collapse all then expand just the one they want to see instead of collapsing one at a time until they get to the one they want.
@katie_b Just wondering if sorting the groups by certain criteria would solve your issue. But, I completely understand the collapse/expand all use case. Thanks for that feedback.
@sriram pasupathi Sorting by groups is the best we have for now, but it’s still not ideal. Especially since we can’t select which group we want to appear first. If we had that option, we’d put our ‘Risk’ CTAs at the top, but with alphabetical order they are at the bottom.
@katie_b Understood. As an immediate workaround, there is a hack you can use: You can rename “Risk” to “1: Risk” and that would put the ‘Risk’ CTAs at the top. We are planning for admin revamp in the next two quarters where the admin would be able to define the order. Thank you.
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