CS Product Ideas

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153 Posts

spencer_engel
MVP
spencer_engelMVP
shared in CS Product Ideas

Allow split string formula in Rules EngineResponse from Customer

I've come across a scenario where I need to parse out values contained in a multipicklist and have discovered that I don't have a good way of doing this in the Rules Engine. I can do a LEFT substring and a RIGHT substring, but for any scenario where the value is A;B;C;D - I don't have a way to grab the B and C values. Can we please introduce a split string formula to take care of this use case?

10
sai_ram
ACE
10 months ago
katie_b
Champion
katie_bChampion
shared in CS Product Ideas

Mass Edit and Delete Options Not Available for Success PlansResponse from Customer

Our team has begun to utilize success plans more often and have hit a couple of major road blocks compared to CTA administration. 1. There isn't a rule option to delete or close success plans 2. We can use mass edit to change the assignees for the individual objectives but there is no way to mass edit/update the plan owner These two issues have made it pretty cumbersome to manage existing success plans.

10
gunjanm
Golden Ruler
4 months ago
bradleymcg
Golden Ruler
bradleymcgGolden Ruler
shared in CS Product Ideas

Conditional Statements in FiltersResponse from Customer

Can we get conditional (If/else if/else) statements in filters? AND and OR logic is helpful, but it would be great to have conditional logic as well. It is true that some if statements can be handled with some fancy and/or groupings, but this would allow greater flexibility on what to include or exclude. Having a report that would allow me to say: IF (X and Y) ELSE (A or B) would be fantastic. That is a small use case example, but the implications would be much more value for anwhere you use logic to create something: reports (regular and data designer), filters, rules, queries, programs you name it. And to be clear, I’m talking about adding this in addition to case logic for formula and conditional fields.

12
bradleymcg
Golden Ruler
4 months ago
darkknight
ACE
darkknightACE
shared in CS Product Ideas

Rules Engine: Allow rules in a Rule Chain to run historicallyResponse from Customer

It is kinda painful to have to remove rules from a rule chain if you need to run them historically (to repopulate or clean up erroneous data).  We need the ability to run rule chain rules historically without removing them from the Rule Chain, editing the schedule, waiting for them to all complete, then adding back to a Rule Chain.

3
puna
Gainsight Rookie
3 years ago
darkknight
ACE
darkknightACE
shared in CS Product Ideas

Rules Engine: Include a free text comments field within Tasks and ActionsResponse from Customer

When creating complicated rules, it's not uncommon to go back to it months later and ask "why did I create that logic?" Or if someone has to come behind me and trying to understand what I did. It would really help to have a comments section in each task/action to capture more detail than can be added in the Description.   Kind of like how programmers add comments to their code. [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20180919-59147-chmono-Screen_Shot_2018-09-19_at_9-27-19_AM_inline.png[/img] [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20180919-61244-1uoga46-Screen_Shot_2018-09-19_at_9-30-28_AM_inline.png[/img]

8
darkknight
ACE
2 years ago
steve_davis
Gainsight Employee: MVP
steve_davisGainsight Employee: MVP
shared in CS Product Ideas

Ability To Use "Ranking" In Rules EngineResponse from Customer

I have a use case in which I would like to take the concept that is available in report builder with "Ranking" and apply that to a rule used to fire off (for example) CTA's.  [b]Example Use Case[/b]: I'd like to count up the number of support tickets for customers who don't own a support package over the last 6 months. I'd like to just Rank who the top 10 ticket generating customers are and then fire off a CTA to pitch them a support package. I could benchmark, but even if my benchmarks/averages are accurate I cannot control output for the rule. The ability to control how many CTA's are fired off from this rule (i.e only fire for top X customers) could be valuable in itself to ensure that admins are not creating too many CTA's for users to manage.

3
sagan_sherlin
Champion
3 years ago
joseph_siudzinski
Gainsight Employee: MVP
joseph_siudzinskiGainsight Employee: MVP
shared in CS Product Ideas

Use Linked Object ID in Rule Action as IdentifierResponse from Customer

I really like the new feature in Rules Engine action to auto link a record to the CTA. One enhancement I see is the ability to use the record ID as a possible identifier when running the rule, just like we have CTA name. This would add flexibility in situations where you may not want to tokenize the ID or name in the CTA name to make it unique. The linked record ID could add a 'behind the scenes' unique key. Today, it looks like the action ignored this field when the CTAs are upserted upon rule runs, similar to the playbook.

3
john_apple
MVP
3 years ago
jim_barker
Shoshin
jim_barkerShoshin
shared in CS Product Ideas

ZenDesk - Authorize based on TokenResponse from Customer

I am working with a customer who wants to authorize the Gainsight connector to ZenDesk with a token, rather than a user/pass.  Is this possible as it would make management of vendor connectors to ZenDesk easier?  Let me know if more info is needed

4
jean.nairon
All Star
1 year ago
darkknight
ACE
darkknightACE
shared in CS Product Ideas

Migrate history of same measure shared between scorecardsResponse from Customer

If I have a single Measure associated with a Measure Group that lives in two different scorecards, and the account moves from Scorecard A to Scorecard B, it would be great if the history would carry over with it. Use Case: A manual sentiment score that CSMs manage

2
sai_ram
ACE
2 years ago
darkknight
ACE
darkknightACE
shared in CS Product Ideas

Rules Engine: Tokenized Dates should display as stored in the systemResponse from Customer

I am storing date data in an MDA table in MM/DD/YYYY format, but when I use that field as a token in a CTA, it’s displaying as YYYY/MM/DD.  It should display the way it is stored in the system.  H​​​​​​How it is captured in the systemHow it displays in the CTA    

6
darkknight
ACE
1 year ago
cmultanen
Champion
cmultanenChampion
shared in CS Product Ideas

Survey Preview URL Link for NXT in SalesforceResponse from Customer

While trying to set up an internal email for our CSMs whenever a customer responds to our NPS survey, I noticed that the the default Survey Response Page URL field is an NXT URL. We required our team to login to NXT via SFDC. As a result, the default URL is prompting users to login to NXT instead of displaying the actual survey response. This caused some confusion so we’ve removed the default URL for the time being.It would be helpful if Programs had a response URL that was compatible with SFDC-NXT, or at least the ability to grab the survey response GSID so we could create our own dynamic URL links.  

6
bradleymcg
Golden Ruler
11 months ago
andrew_biehle
Gainsight Employee: Veteran Rookie
andrew_biehleGainsight Employee: Veteran Rookie
shared in CS Product Ideas

Toggle on/off rule scheduling suggestions.Response from Customer

Posting on behalf of customer.During rule configuration if you have fetch’s that don’t have any filters rules engine will display tooltip suggestion to make the rule more efficient. Some use cases don’t require filters on the fetch and having multiple of these suggestions on the page can cause the page to appear cluttered. It would be helpful to have a toggle to turn these suggestions on/off.

7
matthew_lind
Team Captain
1 year ago
darkknight
ACE
darkknightACE
shared in CS Product Ideas

Does anyone know if there is a way to report out on Bionic Rules?Response from Customer

This [url=https://community.gainsight.com/gainsight/topics/is-there-a-way-to-report-on-the-rules-in-the-rules-engine]older question[/url] related to reporting on custom rules is flagged as "Answered" so i'm posting a new question related to reporting on [b]Bionic[/b] rules. Does anyone know if there is a way to report on Bionic rules in lieu of having the ability in Config Snapshot?

2
pele
Veteran Rookie
3 years ago
cameron_wright
Gainsight Employee: All Star
cameron_wrightGainsight Employee: All Star
shared in CS Product Ideas

Bionic Rule: Changing view fieldsResponse from Customer

I have a customer that built out a bionic rule, they set up 3 tasks; 2 data sets and one merge.After setting everything up, they ran the rule and started to debug They found that they need to change one of the 'view' fields in one of the data sets to a 'MIN OF' For this change to the view field, they now need to: [list] [*]Delete the action(s) that hold that filed – ALL ACTIONS! (I have a rule that has 6 actions) [*]Delete the filed from the merged rule [*]Change to the MIN function in the data set [*]Go back to the merge, and re add the column [*]Go back to the action and try to remember ALL the places I had that filed -> add it to all actions[/list]This task is very time consuming for the customer and frustrating when the change is to a view field. 

3
sai_ram
ACE
3 years ago
steve_davis
Gainsight Employee: MVP
steve_davisGainsight Employee: MVP
shared in CS Product Ideas

Ranking in Pivot ReportsResponse from Customer

I have a customer request to be able to apply ranking to a pivot report. The specific request is to be able to sort/rank by whatever the customer chooses. For example: If the pivot report is cases month over month, give the user the ability to rank based on either overall case count or most cases last month etc. 

3
mary_taylor
Veteran Rookie
2 years ago
hardik_mota
Gainsight Employee: Champion
hardik_motaGainsight Employee: Champion
shared in CS Product Ideas

Support "Rich Text" data type in External Actions or Rule EngineResponse from Customer

Hi Team, I’m raising this request to get support on data type “Rich Text Area” dataType in "External Actions" or a checkbox in rule fetch task to enable support of Rich Text Data.Current Behaviour : We can only “string” data type : https://share.getcloudapp.com/d5upJAzo Reason: While pushing CTA data from GS to JIRA via External actions & rule, the data in the “Rich text area” field is unable to parse the HTML/Json formatting based on our expectation. Example : SS1: https://share.getcloudapp.com/L1uQ8NPn   SS2:  https://share.getcloudapp.com/E0urm4wj

2
sai_ram
ACE
1 year ago
scotty
Gainsight Rookie
scottyGainsight Rookie
shared in CS Product Ideas

Have time be a comparable criteria in rulesResponse from Customer

We schedule things at specific times, like migrations, or events, or even shifts in responsibility. Is there a way for Bionic rules to know what time it is happening at? Here's my use case: I have folks that work until 5 PM every day. I also have someone that comes in at five and stays until after midnight.  I have a rule that creates CTA Groups based on when sales opportunities close. If the opp was closed any time after six o clock, the assignee will have to wait until the next day to get started on the task. If the rule could tell if this was after five PM, then I could reroute the assignment to my afternoon worker.  Also, I'd like to send out notifications based on if something has happened in a particular time frame, more granular than date. Like, if someone's server changes between 5 PM one day and 9 AM the next, I'd like to be able to notify the person in the morning that it happened. If I can only get as granular as the day, I can't be that discrete with my actions

7
scotty
Gainsight Rookie
3 years ago
darkknight
ACE
darkknightACE
shared in CS Product Ideas

Allow suppression of the "Action" column on C360 related listsResponse from Customer

I thought this had been posted previously, but I cannot find it. Admins should be able to suppress the Action column on a report by report basis on the C360. Use Cases: 1. Opportunities - We have related lists built off the Opportunity object. CSMs don't have permission to edit Opportunities, so when they click on that pencil icon they get a permissions error. Which results in service tickets for people who think it's a mistake. 2. Contacts - Somewhat related to [url=https://community.gainsight.com/conversations/c360-sections-need-ability-to-pull-reports-onto-related-list-from-different-sources-5bc73e04e4b04588aaf858ea]this[/url]. We use Salesforce Related Contacts functionality. In order to combine Contacts and Related Contacts onto a single C360 section we created a Data Space, with the foundational object of Account Contact Relationship (Related Contacts). Reports added to this section ALL have Actions tied to the Account Contact Relationship object - even for DIR

1
andy_roy
Gainsight Rookie
2 years ago
gunjanm
Golden Ruler
gunjanmGolden Ruler
shared in CS Product Ideas

Include Objective Category in Cockpit Sort by Reason ViewResponse from Customer

The default Reason sorting in Cockpit categorizes Objectives into “NA”, rather than reading the Objective Category. As this is the intended behaviour based on this article FAQ, it seems that the Horizon Experience missed the mark with this sorting by not considering rolled up Objectives. 

3
gunjanm
Golden Ruler
1 year ago
pele
Veteran Rookie
peleVeteran Rookie
shared in CS Product Ideas

Rules Engine: Allow stat functions to be groupedResponse from Customer

It would be helpful if bionic rules allowed you to use GroupBy when adding a stat formula to the dataset.  Use case: When calculating something like standard deviation and z-score for a customer's usage, I would like compare their most recent usage to their usage historically– for things like health score and CTAs. If I can calculate a customer's average usage for the past X number of weeks and standard deviation for the distribution and weekly usage, I can compare the most recent week's usage to their historical average and know how significant the delta is for that customer.  The reason I would want to do this on a per-customer basis as opposed to calculating the stdev across all customers, is that we have (as I would imagine is the same as a lot of Gainsight customers) such a wide-range of usage patterns across customers. And I wouldn't necessarily want to compare, for instance, low-tier customer's usage against the aggregated average and stdev of all customers.  What's helpful

4
pele
Veteran Rookie
7 months ago
andreammelde
Golden Ruler
andreammeldeGolden Ruler
shared in CS Product Ideas

Milestone Rules - Note FormattingResponse from Customer

Currently, if you create a milestone from a rule, it just puts everything into a large text block. It would be great if you could do formatting. It would also be helpful to create a timeline entry that can be something other than a “milestone” type. For example, we have a timeline milestone created when a new Account Plan is created/ updated in SFDC. We would like the formatting to be like below so that it is easier to read, but instead everything is put into one massive paragraph. ${Updater_Full_Name} updated ${Changed_Field} for the "${Plan_Name}" on ${Update_Date}. Account Plan Details: Account Goals: ${Account_Goals}This Account Will Renew If: ${This_Account_will_renew_if}30 Day Plan: ${Thirty_Day_Plan}90 Day Plan: ${Ninety_Day_Plan}365 Day Plan: ${ThreeSixtyFive_Day_Plan}

5
jennycs
Gainsight Rookie
1 year ago
jeffrey_boyer
Gainsight Employee: Veteran Rookie
jeffrey_boyerGainsight Employee: Veteran Rookie
shared in CS Product Ideas

Rules Engine: Group Filtering by Parenthesis you define in Advanced LogicResponse from Customer

It would be nice to group the filters and criteria in the rules engine (dataset and actions) by how you define them with Parenthesis.   Example: (A AND B AND C AND I AND K) OR (D AND E AND F AND I AND K) OR (G AND H AND I AND J) Visually it would be nice if there was a view that grouped by parenthesis so in this case I would have 3 groups when the grouping view is turned on.  This would allow for easier troubleshooting when trying to read through the advanced logic to see what all is being filtered. 

2
darkknight
ACE
3 years ago
prithvi_vihari
Veteran Rookie
prithvi_vihariVeteran Rookie
shared in CS Product Ideas

Ability to select percentage type in S3 Bionic ruleResponse from Customer

While Loading using an S3 ingest job we notice that the Value ( for eg) 0.23 would be converted to 23%(converted to percentage by multiplying by 100) when writing to a Percentage type field but when we are loading the same using a S3 Bionic type query it would load it as 0.23% itself as the data type doesn't include Percentage. In order to avoid this discrepancy can we have the ability to select Percentage Datatype in the Bionic rule for the field in the S3 fetch. Example.gif: [url=https://cl.ly/6a44b627c395]https://cl.ly/6a44b627c395[/url]

3
prithvi_vihari
Veteran Rookie
1 year ago
andreammelde
Golden Ruler
andreammeldeGolden Ruler
shared in CS Product Ideas

Success Plan Mass Edit to CloseResponse from Customer

Currently you are not able to do a mass edit to close Success Plans. This is helpful for an admin to have the ability to do if the strategy changes and we need to shift a focus for the team. Additionally we have quarterly plans that get triggered. It would be helpful to be able to mass close the previous quarter plan to limit confusion

7
kyle_handley
Gainsight Rookie
8 months ago
darshana.shah
Team Captain
darshana.shahTeam Captain
shared in CS Product Ideas

Success Plan snapshot filtersResponse from Customer

Hello Wonderful Product team,I have a challenge for you. @sai_ram . Use case. Here at ADP we have tons of products and services and our wonderful marketing team will put together slides/marketing information for each need the client might have. (that get to be close to 200 ppt slides) So what i would love to do is create filter for the slides within a ppt. So if the CSE selects a certain category from the objective CTA we filter the ppts for only those slides. and of course some ppts would be for all success plan snapshots no matter the objectives. anyways does that make sense?  so what do you think can i have this by summer?Best Regards,DarshanaPS j/k about the timeline. May would be great too. lol @kate_green  @kate_peter 

3
darshana.shah
Team Captain
11 months ago

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