CS Product Ideas
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- 155 Posts
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Feasibility to update scorecard comments via a CSV.Response from Customer
Hi Team, I just got a request from one of the customer regarding the ability to mass update the scorecard measure comment using csv file. Let me know your thought on this or this is already in our Product road map? Thanks ~Shiv
Idea: Allow for custom mapping of Lookup IDs from 360 Layouts > Section/Embed PageResponse from Customer
Perhaps this is possible and I'm just trying the wrong method, but... Our Salesforce instance uses Parent/Child accounts pretty heavily, and we've been running into occasions where multiple opportunities will be concurrently open for different children of the same parent account. And today, our CSMs and AEs have no easy way to see concurrently open opps across an account heirarchy. I thought I had a crafty solution, but ran into a limitation in setting up C360 views. My idea: I added an "Ultimate Parent" account lookup to our Account object in Salesforce– this way If I created a report on Opportunites and traversed up a level to the Account object, I could include a common account lookup across any given company's account heirarchy. What I thought I'd be able to do is create a report and map the object (alothough in this case I created a data space) in 360 Layouts to say show report rows where "Ultimate Parent ID on Account = Ultimate Parent ID i
Data spaces relationship rulesResponse from Customer
In trying to build out a process yesterday it was pointed out that Data Spaces cannot be used in any relationship rules. I have tried using both Custom and Bionic Rules to accomplish this and it doesn't appear to be an option to select from when building out the rules.
Ability to search by tasks within Success PlansResponse from Customer
CSMs would like to have a way to search within their Success Plan Objectives, Tasks. We have the drop down for Objectives but the ability to search on tasks is not availble. Is this something that can be enhanced? [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/ScreenShot20190221at9-43-17AM-bbb47afc-5a68-4b1a-afcc-7e10c7ba0b9d-1618589991.png[/img]
[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.
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.
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
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
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!
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.
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.
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
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.
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.
Rule Schedule Matrix ViewResponse from Customer
Something that I've created and found to be useful is a schedule matrix for all recurring rules and uploads. This way, I am able to know when I have a lot of rules scheduled and when the system has some 'free time' where nothing is running. It also allows me to make sure I upload any relevant data before any rule that might use said data triggers. [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20180425-19044-ugtho8-RuleSchedule_inline.jpg[/img] It would be valuable to me to be able to download a similar list or matrix of all of my recurring rules. The current snapshot does not include bionic rules, so it can't be used to fully 'inventory' all of our rules.
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]
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.
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. :)
Bionic Rules Included in SnapshotsResponse from Customer
Can we have Bionic rules included in the Gainsight Snapshots? I just downloaded a snapshot of our instance of Gainsight and realized bionic rules are not included in the report. Ever since bionic rules were created, we have slowly been transitioning our rules over. Now about half our rules are bionic, and without them the snapshot is much less usable than it was.
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?
Checkbox to ignore case auto-assignment rules option in rules engine when creating a CTA.Response from Customer
When building a rule to create a CTA it would be great to have a checkbox option that will tell rules to ignore case reassignment rules so CTA's aren't reassigned to the wrong user or queues. Maybe somewhere during the setup action: [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20180521-14104-xz16pb-Image_2018-05-21_at_10-56-14_AM_inline.png[/img]
[CISCO ENHANCEMENT REQUEST] Support update operation for load to relationship actionResponse from Customer
Currently 'load to relationship' action performs upsert operation by default. So if there are many rules with this action and we have some identifier coming null or unexpected values, there is a chance of duplicate relationships getting created.
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