Add Rules Engine & Reports Builder to menu bar tabs

  • 4
  • Idea
  • Updated 1 year ago
  • Implemented
Could we get the Rules Engine & Reports Builder as things you can add to the Menu Bar Tabs of your Gainsight view? Right now I have to go into Administration first. It would be SO NICE to skip that step and be able to just go straight to the two sections under Administration that I visit most.

Ideally, the permissions associated with these items would still persist. Not sure if that creates problems though.
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Ben, Champion

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Posted 1 year ago

  • 4
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Nick Ohlheiser

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Bookmarks are your friend :)
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Alex LeGay, Employee

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Hey Ben,

You can do this now with a few steps.
This should help!

When creating the tabs you can select which app to add the tabs to and Gainsight should be one of them.

If for some reason you need to change what is showing in the Gainsight App in SF go to Create-> Apps and click edit next to Gainsight and move the tabs over you need.

Note: The visual force page for rules engine is called "RulesManager"