I’m attempting to build out some reports for some dashboards and am running into an issue with Lifecycle Stages.
The MDA Object that I’m building my report off of is titled “Social Recruiting Scorecard Scorecard Fact”
The filter I’m attempting to use is Relationship ID::Lookup(Relationship) – Stages
The big issue I’m having is that the Stages that were originally built during our integration (maybe they’re Gainsight defaults) are:
Our current Lifecycle Stages are:
I looked at the Relationship MDA Object and confirmed that the field “Stages” is present”
I then went to Gainsight Connect and the Relationship area and re-mapped as follows:
Started with (original mapping):
GS Relationship::Stages Picklist -->Relationship::Stages
Account::Lifecycle Stage Picklist --> Relationshiop::Stages
Account::Lifecycle Stage is automatically updated (via the rules engine) to the correct Lifecycle Stage for our clients, matching our current Lifecycle Stages as listed above.
When I update this and re-import the data, our Current Lifecycle Stages won’t write to Relationship::Stages
Is this because our current Lifecycle Stages do not match the named stages under the Relationship object picklist?
How would I go about updating the named stages under the Relationship Object picklist?