Adding fields to Timeline Activities

  • 16
  • Idea
  • Updated 1 month ago
  • Planned
When adding new fields to Timeline Activities, it looks like the only options for "Field Type" are Text, Date, Number and Checkbox.  Is a "Picklist" type field anywhere in future plans?

I'm trying to match the Timeline Call Activity fields to my existing Salesforce Call Log fields, so that the calls will sync over to Salesforce, but we have several required Picklist fields in Salesforce, and I don't want to end up with a lot of messy data from open text fields. 
Photo of Leanne

Leanne, Champion

  • 4,278 Points 4k badge 2x thumb

Posted 2 years ago

  • 16
Photo of Nitisha Rathi

Nitisha Rathi, Employee

  • 14,044 Points 10k badge 2x thumb
Hi Leanne,

Thanks for the post. This is in our roadmap. ETA tentatively spring release.

Thanks,
Nitisha
Photo of Georges Arnaout

Georges Arnaout

  • 348 Points 250 badge 2x thumb
This makes perfect sense.

Also , are we able to add more Activities today?
Photo of Manu Mittal

Manu Mittal, Employee

  • 13,004 Points 10k badge 2x thumb
Hi Georges,

Not today, but we are providing the ability to add custom activity types in next month's release.

Thanks!
Photo of tzundel@gainsight.com

tzundel@gainsight.com, Official Rep

  • 4,690 Points 4k badge 2x thumb
Manu, can we update this post with link to info on how to accomplish this now?
Photo of Mike Wills

Mike Wills

  • 224 Points 100 badge 2x thumb
Custom activity types and pick list fields?  Did these end up making it into the Spring release?  If not, are they going to be available soon?  I have a perfect use case for this I am happy to discuss with someone from Product!
Photo of Nitisha Rathi

Nitisha Rathi, Employee

  • 14,044 Points 10k badge 2x thumb
Hi Mike,

Custom activity types were implemented in Winter release. Please refer this document for more details. Picklist fields are not available yet, I will update you once the ETA is confirmed. 

Thanks,
Nitisha
Photo of tzundel@gainsight.com

tzundel@gainsight.com, Official Rep

  • 4,690 Points 4k badge 2x thumb
Thanks Nitisha! Lots of customers will like the picklist availability as it ensures consistency across the team and, presumably, will allow for effective, targeted reporting.

Tracy 
Photo of Spencer Engel

Spencer Engel, Employee

  • 4,824 Points 4k badge 2x thumb
Hello - Is it possible to sync contact fields over from the Gainsight to Salesforce sync? I had a customer who wanted to be able see who the internal/external attendees for a meeting were in Salesforce, and I couldn't tell where that information is stored (if at all). I also noticed you can't create a contact field when configuring fields for a custom activity. Is this the case? 

I'm sure I could be missing something here, so please let me know!
Photo of Nitisha Rathi

Nitisha Rathi, Employee

  • 14,044 Points 10k badge 2x thumb
Hi Spencer,

We are appending the external and internal attendees names in SF task description.

Thanks,
Nitisha
Photo of Nadav Shem-Tov

Nadav Shem-Tov, Client Strategy Manager

  • 4,386 Points 4k badge 2x thumb
Nitisha - any update on adding other field types and specifically picklists or multipicklists to Timeline? Clients at CA Technologies need this capability
Photo of Nitisha Rathi

Nitisha Rathi, Employee

  • 14,044 Points 10k badge 2x thumb
Hi Heather,

Yes, picklist fields will be available in fall release.

Thanks,
Nitisha
Photo of Lyubov Penyugalova

Lyubov Penyugalova

  • 430 Points 250 badge 2x thumb
Great, thank you very much, Nitisha!
Photo of Heather Hansen

Heather Hansen, Champion

  • 8,764 Points 5k badge 2x thumb
Nitisha,

Any ETA for multipicklists?  We've added one as a single select today, but would ideally like to make it multi-select.  For example, we have a Product dropdown, and often, the CSM will be training on more than one product at a time, so we'd like them to be able to choose more than one.
Photo of Mike Wills

Mike Wills

  • 204 Points 100 badge 2x thumb
Agreed.  While the dropdown is a nice add and gets us closer to what we need, a multi choice field would really address our use case. 
Photo of Nitisha Rathi

Nitisha Rathi, Employee

  • 14,044 Points 10k badge 2x thumb
Thanks for the inputs. Multi-picklist fields are not in our short-term (3-4 months) roadmap. I will post updates here once I have more clarity on ETA.

Thanks,
Nitisha
Photo of Kate Green

Kate Green, Champion

  • 4,554 Points 4k badge 2x thumb
I would like to be able to edit or customize the number type fields in Activity Timeline.  For example, I want  to use a decimal value in a number field, but the current default setting is 0 decimal places and the field type is not editable from within the MDA table. 

Photo of Chris Holden

Chris Holden

  • 76 Points 75 badge 2x thumb
From what we were able to test, the maximum number of checkboxes supported in the Field Type for any activity is 10.

1. what is the latest on getting a picklist for fields in a timeline activity?
2. will it be possible to allow for > 10 options. We're in a pickle without it.
Photo of Manu Mittal

Manu Mittal, Employee

  • 12,984 Points 10k badge 2x thumb
Hi Chris - Dropdown lists are supported in Timeline. Here's an article that covers how you can create and manage such lists from Gainsight Data Management.

(Edited)
Photo of Brittany

Brittany, Champion

  • 3,022 Points 3k badge 2x thumb
+1 for multi picklist capabilities in custom fields on the activity. Similar to Heather, it would be great to capture which product or workflow was discussed in the activity. This would allow for consistent reporting and allow us to see where we need to invest in more documentation or training materials if certain topics are recurring in needing extra CSM handholding.