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Conditional Fields and validation rules on custom CTA and Timeline fields

  • 20 April 2021
  • 3 replies
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Userlevel 2

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.

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Best answer by dan_ahrens 22 April 2021, 03:44

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Userlevel 7
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Hi @rsivesind - based on the CTA Type and Timeline Activity type, you can configure certain fields to appear and even be mandatory. 

 

Info for CTA detail customization: https://support.gainsight.com/Gainsight_NXT/04Cockpit_and_Playbooks/03Admin_Guides/Configure_CTA_Detail_View_Layouts#CTA_Detail_View_Layout_Configuration

Info for Timeline detail customization: https://support.gainsight.com/SFDC_Edition/Timeline/Admin_Guides/Configure_Timeline_View_for_C360_and_R360#Add_New_Custom_Fields_to_Activity_Layout

Userlevel 7
Badge +2

Hi @rsivesind - based on the CTA Type and Timeline Activity type, you can configure certain fields to appear and even be mandatory. 

 

Info for CTA detail customization: https://support.gainsight.com/Gainsight_NXT/04Cockpit_and_Playbooks/03Admin_Guides/Configure_CTA_Detail_View_Layouts#CTA_Detail_View_Layout_Configuration

Info for Timeline detail customization: https://support.gainsight.com/SFDC_Edition/Timeline/Admin_Guides/Configure_Timeline_View_for_C360_and_R360#Add_New_Custom_Fields_to_Activity_Layout

@rsivesind did the above comments helped you? Do you still need any help here? Please let us know if you need any help. 

Userlevel 2

@sai_ram - This is helpful, however it would be nice to have have mandatory/required fields based on a conditional field. For example, if there was a field called Account Health Status Green, Yellow, Red, it would be ideal to have a field required if the option was Yellow or Red. Or even have certain fields appear based on a selection so the CSM is guided through fields that need to be captured. 

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