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Include description field and a customized field on exported engagement master file

  • 21 June 2021
  • 3 replies
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Userlevel 1

Hello everyone,

We are currently exporting the gainsight files for consumption in AWS.

However, our requirement is to add two fields to the engagement master file for reporting by type of internally defined engagements.

There is a description field available.  

The question is how to get two additional fields implemented and then exported on the engagement master file?

Can anyone provide any suggestions?  

Thanks, appreciate.

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Best answer by Janine Marlatt 21 June 2021, 20:12

Hi there,

So here is the engagement snapshot showing label educational workflow.  What I am looking for is to add two additional fields to the engagement master to show type of content and sub-type of content as internally defined.  Then I also want these two additional fields to be made part of the export engagement file for the AWS integration.  Here are two screenshots to help with the understanding.

 

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Userlevel 7
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@Janine Marlatt we do have capability of creating new fields on objects. Are you talking about the standard objects which cannot be edited? Sorry, could you please add more lines for better understanding.

Userlevel 1

Hi there,

So here is the engagement snapshot showing label educational workflow.  What I am looking for is to add two additional fields to the engagement master to show type of content and sub-type of content as internally defined.  Then I also want these two additional fields to be made part of the export engagement file for the AWS integration.  Here are two screenshots to help with the understanding.

 

Userlevel 1

So what is needed is to add additional fields on the integration AWS export of the Gainsight Engagement file.

 

Please respond on the next steps.

Thanks so much.

Janine

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