Hi Gainsight Team,
It would be great if there was more flexibility in the CTA and TImeline form to show additional fields based on when a certain field is filled out and required. For our current use case, we’re capturing different account risks and want to ensure that the CSMs are filling out the appropriate fields based on the type of risk. Today, CSMs are forgetting to fill out key information and requiring these fields are not an option as the situation may not warrant that specific field to be filled out.
If you have any insight or workarounds on how to achieve this, I would love to hear.
Best answer by dan_ahrensView original