Under Consideration

Simpler Ability to View Low Volume Object on the C360


Userlevel 7
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On Low Volume objects, you need to add the GSID to a C360 report to be able to see the Edit/View action. This allows a CSM to click into the record to view further details and/or update the record. This is incredibly useful for CSMs. 

 

The only way to make the Actions visible however is by adding the GSID to the report. This is a bit weird and not very intuitive for admins. Can you create a way to add the Actions without the GSID so that it doesn’t clutter the report?

 

 


13 replies

Userlevel 7
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@ssamarth that really does not suffice. The hide in reporting function applies to everything, meaning I can no longer populate data via Rules Engine either, nor can I use it to display in other reports. 

Userlevel 7
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There was a fix on making the fields alphabetical on the low volume object UI but there’s a lot more functionality that would make this object type more usable in the front-end. The ticket below was implemented but it only made the fields appear in alphabetical order. 

I would prioritize the front-end experience for users. If we can make this better for end-users, that would help at least make this more functional. 

 

 

Userlevel 4

 @gunjanm Related report is a report configuration in C360. So ‘hide in reporting’ option should suffice. 

Userlevel 7
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@ssamarth I think #5 listed in @jean.nairon 's original post here is the most important for my business. 

Userlevel 4

@jordan_6ff530 Thanks for the detailed feedback. Can you elaborate on what exactly are you looking for in below mentioned suggestions:

  1. Ability to create or use sub-headers
  2. Ability to adjust and/or height of fields on the edit and view screens.
Userlevel 2
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I’d like to add my support for this. We are leveraging the low volume custom object for an Advocacy Profile and the GSID just adds data that doesn’t need to exist in the view. 

Userlevel 6
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+1, we were hoping to use low-volume objects as part of one of our workflows but will have to hold off due to the lack of customization and field-level permissions. We would ideally like to only show the fields that the user the fields that are relevant/meant to be updated, not all of them. 

Userlevel 7
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We would LOVE to provide CSMs the ability to update key fields on objects within Gainsight so they don’t have to go to SFDC at all. However, with this “all or nothing” approach, it makes it far too easy for them to edit something else of key importance - such as the SFDC record ID - which could seriously cause havoc. 

Why is field-level accessibility/security not prioritized here? 

  
End Proctoring-
 
Userlevel 5
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Please prioritize the above enhancement requests. Low volume objects are so clunky to the point of non-useability.

Userlevel 2

We are experiencing some similar internal user concern over the appearance of the GSID. It is confusing to our users and can clutter their report view. We understand we might be stretching some of the use cases for this feature, but on the support documentation it mentions the user ability to edit the related list items in a 360 view and notes case management

 

 Some other functionality in low volume objects is also causing a some hesitation for adoption. There is room to make low volume records significantly more CSM/non-admin friendly. Some examples:

 

  1. The “view” feature doesn’t populate scroll bars on rich text fields, is this a bug? Why would a user be required to edit the record to scroll all of the input data?
  2. The edit and view icons are only visible on the right hand side of the record line in the collapsed report view, it would be good to either display on the left or allow the option. Most users will look for this to be viewable/accessible immediately.
  3. Lookup fields based on GSIDs do not follow the same functionality display in the “Attributes” or in CTA field sections. Adding a GSID lookup field for Users is messy,.
    1. This is the only way to offer a type to search and exact validation function
    2. When you search the name and then save the record the field displays the User GSID instead of a name. This is a very difficult UX to enable and explain. On CTAs and Company attributes this type of data merge would display the Name associated with the user/object.
  4. A Save button at the top of the record and/or a warning that there are unsaved changes would greatly improve UX
  5. The ability to hide fields present in the object from the related list view
  6. Ability to order fields in the related list view
  7. Ability to create or use sub-headers
  8. Ability to adjust and/or height of fields on the edit and view screens.
  9. Direct linking from reports, using hyperlinks from a “Name” field to automatically open the record similar to a CTA or timeline entry
Userlevel 4
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Love it! This has always been a bit of weird solution for allowing people to view the records in more details. Most objects I’ve added to C360s have more than 10 fields so its not ideal to just show everything in a report. Including the UID makes things look pretty messy and users always suggest cleaning it out. 

Userlevel 7
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Thank you Preethi. If there is a way to hide the GSID but still have the actions, that would work.

Userlevel 6

Hi @jean.nairon 

 

Yes, I agree adding the GSID does not add value and is a hassle for viewing the records.

Unfortunately, this a technical limitation from our end.

We are currently looking for a way to provide an option to hide the GSID from the report. Would this help your case?

 

Thank you for your feedback

Preethi

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