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Copying Scorecard comments post timeline integration with Scorecards

  • 4 April 2020
  • 3 replies
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Userlevel 7
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Many of our customers are using scorecard comments as they change a manual score and copy it to the field in Salesforce. For context, this copying happens via the Rules engine (Comment field of the scorecard measure to the field in Salesforce). With Scorecard / timeline integration, the comments still will have the latest timeline update at any point and therefore we are not required to change the underlying rules. That's forward thinking product management. Thank you! For context this is how the rule looks like:

My slight concern is when the destination field for comments is a long text, the formatting, when the copying happens via the rules engine, adds too many tags which makes it look wonky. Has anyone else faced this issue?

 

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Best answer by shantan_reddy 11 May 2020, 12:54

@meenal_shukla This has been fixed as part of the recent patch release in May.

 

Regards,

Shantan

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Userlevel 5
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Hi Meenal.

Thanks for sharing the notes for How to load the Scorecard Comments to SFDC using rules. 

Userlevel 4

@meenal_shukla This has been fixed as part of the recent patch release in May.

 

Regards,

Shantan

Userlevel 5

Hello Meenal,

Here is a link for the May release notes (6.14): 

https://support.gainsight.com/SFDC_Edition/Release_Notes/Current_Release_Notes/Release_Notes_Version_6.14_May_2020#Plain_Text_Support_for_Comments

Thanks!

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