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CS Product Ideas

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All statuses No Status Acknowledged Not Planned Partially Fixed Planned Under Consideration Workaround Available Deprecation Planned Implemented Current Functionality IN DEVELOPMENT

andrew_biehleGainsight Employee: Veteran Rookie

shared in CS Product Ideas

Ability to include CTA's in Timeline view.Response from Customer

At some point in the future it might be nice to have the ability to create a custom view to include CTA's and Timeline in the same view. It would allow you to update CTA's and timeline entries at the same time.

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

richard_lloydGainsight Rookie

shared in CS Product Ideas

Please can we have a Gainsight Connector for SplunkResponse from Customer

A Gainsight Connector for Splunk would be very useful (Splunk: [url=https://www.splunk.com/en_us/download/splunk-enterprise.html?_bk=splunk&_bt=284223556534&_bm=e&_bn=g&_bg=59888692704&utm_campaign=google_emea_gbr_en_search_brand&utm_source=google&utm_medium=paidsearch&utm_term=splunk&utm_cSplunk_Enterprise_Demo&gclid=EAIaIQobChMIsIi-1pD33wIVzp3tCh1S4wp7EAAYASAAEgKMivD_BwE]https://www.splunk.com/en_us/download/splunk-enterprise.html?_bk=splunk&_bt=284223556534&_bm=e&_bn=g&_bg=59888692704&utm_campaign=google_emea_gbr_en_search_brand&utm_source=google&utm_medium=paidsearch&utm_term=splunk&utm_cSplunk_Enterprise_Demo&gclid=EAIaIQobChMIsIi-1pD33wIVzp3tCh1S4wp7EAAYASAAEgKMivD_BwE[/url] )

spencer_engelMVP

shared in CS Product Ideas

Autofill S3 dataset task naming conventionResponse from Customer

When creating an S3 dataset task from bionic rules, can we please consider autofilling the "[i]MDA-Data-Ingest/input/" [/i]prefix for file names that come from Gainsight's Managed S3 bucket? Or at the very least, put an in-product guide that reminds admins to put that prefix in front of their file name.

sagan_sherlinChampion

shared in CS Product Ideas

Idea. In the Rules Engine, S3 Dataset - Add M/D/YYYY H:MM as an DateTime Format Option.Response from Customer

To give some quick background - I'm migrating from using the Connector, to using the S3 in the Rules Engine. And in one of the reports that automated to me from our Service Desk has a DateTime field. After a few trial and errors a lot of Partially Failed reports - I found that because some of my time entries don't have a leading zero, M/D/YYYY HH:MM isn't working. I'm in need of a M/D/YYYY H:MM option. Anyone else running into this?

alison_kaprielianGainsight Rookie

shared in CS Product Ideas

Sorting rulesResponse from Customer

As an Admin, I'd love to be able to sort the rules that we have by scheduled time. I understand that the filters are now available in list view, but it would be great to see the sequence of rules in the place where we revise them. Timeline View is not very useful because it's just a snapshot of a certain time period. It seems odd to have to go to Gainsight Analyzer to see my schedule of rules for the day (still not the most intuitive). I think this would be extremely helpful!

anthonysabatoVeteran Rookie

shared in CS Product Ideas

Ability to change default landing page in Journey Orchestrator from Outreaches to ProgramsResponse from Customer

We are only using Programs and no longer using Outreaches. It would be helpful to have the JO landing page changed to either be static to render Programs page instead of Outreach or be sticky for whichever JO section you were on i.e., Email Templates vs Outreach.

shiv_kumar_katiyarGainsight Employee: Team Captain

shared in CS Product Ideas

[Enhancement Request]Show a notification when a mapping is not displayed because of limited permissiResponse from Customer

Opening this thread for the Customer to track the progress on this request - When a user who doesn't have permission on a field opens the rule action screen, the corresponding mapping is not displayed. And now if he saves it that way, the mapping will be removed from the rule action. This has caused issues across multiple customers. Can we have some message displayed when we are not displaying a particular mapping so that the user doesn't end up corrupting the rule.

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

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

anthonysabatoVeteran Rookie

shared in CS Product Ideas

Ability to Reuse Email Assist in the same taskResponse from Customer

Email assist only allows you to use an email template once in a task. What if the user needs to send another email with that template? There is no easy option. It would be helpful to have an option to duplicate the template or task. As a work around, if the task with the email template is closed, do a "replace playbook" and it will pop in again under the CTA. The issue is it would copy any tasks that are not closed. I've tried to see if it was possible to re-open the task to do this but that does not work. If you ‘Edit Task’ and change the Status back to “Open”, here you get ‘Validate Email’ but trying to send the email will just hang your browser. (btw just changing the status not using the edit method doesn't give you validate email again.)

samantha_braastadChampion

shared in CS Product Ideas

Have the ability to set advanced logic to merge criteria in Rules EngineResponse from Customer

It would be ideal to be able to add advanced filter logic to merge criteria when merging two datasets in bionic rules. This would allow us to reference two fields where the identifier could be present to merge the data on. Currently, we have to perform to separate merges for each criteria and then merge the reports together a third time to create a final dataset. 

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. 

leslie_mendoncaGainsight Rookie

shared in CS Product Ideas

Allow customizable Zendesk widget similar C360Response from Customer

It is today possible to customize the views in salesforce for C360 and add different sections/widget and customize layout assignment by filters.  Need this functionality on the zendesk widget. Use case: We have various support teams that require different sets of summarized data visible on their c360 page. Today's one view for all doesn't give us the flexibility to deal with these variations.

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]

martina_mlynskaGainsight Community new member

shared in CS Product Ideas

Ability to apply "Once in a Lifetime" fitler to a ruleResponse from Customer

Now, you can apply the Once in a Lifetime only for a given Action in the Rule. It would be really helpful if it could be also applied for the whole rule = all the Actions under that Rule.

shared in CS Product Ideas

Email notifications should include source systemResponse from Customer

When you have more than one Gainsight environment (i.e. QA/Prod) it's important that failure notifications identify from which environment they came. Gainsight Connect and S3 Data load success/failure emails don't indicate from where they originated, so if something failed I have to go look at both environments to figure it out. [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20180905-77136-y349v6-Screen_Shot_2018-09-05_at_9-13-47_AM_inline.png[/img] [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20180905-62084-z4ls8g-Screen_Shot_2018-09-05_at_9-12-31_AM_inline.png[/img]

jahnaviChampion

shared in CS Product Ideas

Rule chain for Cron Expression schedulesResponse from Customer

Hello Team, It would be great if we could filter out all the rules that are scheduled for a specific cron expression. For instance say 2 hours.  Also along with filtering could we have a rule chain that brings together the rules based on cron job. This would allow us to ensure they run in a specific order. Regards, Jahnavi

kate_greenChampion

shared in CS Product Ideas

Show Enable Export Info on Rule Setup SummaryResponse from Customer

It would be helpful to know details about whether a task is enabled for export without having to open up each task.  Something like this: [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20180814-10817-1e5c2qe-2018-08-14_9-53-24_inline.png[/img]

emily_mcinerneyGainsight Community new member

shared in CS Product Ideas

Update templates of Success Plans after they are active/in useResponse from Customer

Would love to be able to make updates to Success Plan templates after they have already been applied and made active by the CSMs. We recently rolled out a robust Success Plan for the entire team to use, and there were minor changes I wanted to make, but they wouldn't be applied to the Success Plans already in flight/underway. Would be great to be able to do that.

hardik_motaGainsight Employee: Champion

shared in CS Product Ideas

Show 'Custom status' on success plan widgetResponse from Customer

Customer have an active success plan on this account that is showing correctly in the Summary Widget - where it shows open success plans and open objectives on those success plans.  [url=https://newvoicemedia--uat--jbcxm.cs80.visual.force.com/apex/JBCXM__CustomerSuccess360?cid=001D000000sAUdlIAG]https://newvoicemedia--uat--jbcxm.cs80.visual.force.com/apex/JBCXM__CustomerSuccess360?cid=001D000000sAUdlIAG[/url] We've added a custom status to objective CTA type called Waiting for Customer. This has an open reporting category. I would expect this Reporting Category to make that objective also show in the success plan widget but it doesn't seem to be. screenshot link: [url=https://cl.ly/322R0A3w260a]https://cl.ly/322R0A3w260a[/url], [url=https://cl.ly/3n1b041t2j1x]https://cl.ly/3n1b041t2j1x[/url] Currently, our Summary widgets only shows information like number of Active Plans and its type along with number of open objectives Is it possible to add a open categ

shiv_kumar_katiyarGainsight Employee: Team Captain

shared in CS Product Ideas

Option to change a Subject field in the Activity TimelineResponse from Customer

We have a Subject field on the existing Log a Call in Salesforce that is a drop-down with our own custom values. The Subject field in Gainsight is just a free form text field. How do we get the values from the SF Subject drop-down to show in the GS Subject field? Also, if we are to implement this change, what is the best approach to avoiding overwriting the existing Log a Call subjects that have already been entered in GS?  So basically, Subject on Activities is a special "combo" field that acts as both a Text and a Picklist field. You can modify the fixed list of subjects by going to Setup > Customize > Activities > Task Fields > Subject Also, if you want to enforce the picklist side of the Subject field and not allow users to enter their own Text subject, you could create a validation rule: But when coming to Gainsight Activity timeline: Subject field, it is a normal text field. 

sagan_sherlinChampion

shared in CS Product Ideas

Idea. The ability to copy filters during the 'Setup Rule' step.Response from Customer

For some of our rules when we're only needing a [i]few accounts - that really don't have any common factors, it would be awesome there was an easy way to copy a filter that you already have in place.  [i]Granted it doesn't take much work to also just drag the same filter field over x times - but hey, just a thought. :)

amanda_neilGainsight Rookie

shared in CS Product Ideas

Ability to have a Parent Task within Success PlansResponse from Customer

Our use case is specific to adding sub tasks within the Success Plans.  Today we have a Success Plan created but need a way to have a mor granular view within the the Objective.  So the request is to have the ability to add a sub -task to the Task within a specific Objective.  This will allow our CSMs to call out the specific action the they are taking with a customer product, for example.  This should also show within the Gannt chart as a sub component to the task.

christian_aunerGainsight Rookie

shared in CS Product Ideas

Rule Setup Action Load to SFDC Object (NPS Survey Responses) Possible?Response from Customer

Hi all, we track NPS data in our saas tool and I tried to implement the reports in Gainsight but we are not able to fit the requirements for the NPS Survey Responses object. (account Id etc)  I uploaded the NPS data to an NPS raw object in Gainsight. I used a bionic rule to transform the data BUT I'm not able to load this data to the NPSSurvey Responses object. This object is not available in the settings for action type "Load to SFDC object". Do you have an idea how to load this data to the NPS Survey Responses object?? Thanks for your help, Christian 

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