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CS Patch Release Notes: Version 6.26.X series

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This document contains information about announcements, new functionalities, or issues that were resolved in patch releases of the 6.26.1 version.

Version 6.26.1 (Patch), July 15, 2021 

Gainsight Patch Release Notes Version 6.26.1 contains the following subsections:

  1. Announcements: Describes important changes to the application that are implemented now or will be in the near future.
  2. Enhancements (per module): Contains improvements made in the existing product capabilities.
  3. Issues Addressed: Contains a list of all the escalations which were resolved in this patch release.

Notes: 

  • The GIFs in this document are in playable mode. Now you can play, pause, replay or stop the GIFs in this document. You can also click the Enter Full Screen icon on the play-bar to expand it for better readability. Refer to the following image.

  • playable_gif.png
  • 1._community_logo.png: This symbol indicates that an enhancement originated as a customer suggestion on the Gainsight Community.
  • grey-upgrade.png:  This symbol indicates that an enhancement can be viewed only after the admin configures it in the product and makes it available for the end-users/CSMs.
  • Horizon Image.png:  This symbol indicates that the enhancement was made as part of the Horizon Experience (H) project.

Announcements

We are including this announcement here for your awareness.

Horizon Image.png Rules Engine List View Page and Rule Chain Horizon Experience

Rules Engine is powered by the Gainsight Horizon Experience. The following areas in the Rules Engine module are redesigned to improve its performance and usability:

  • Rules List view 
  • Rule Chain creation 
  • Rule Chain List view 
  • Rule Settings 
  • Rule Scheduling from List view
  • Trigger Rule Chain via an S3 ingest

Additional References: 

Enhancements

Adoption Explorer

​ Click here to expand for more information on Adoption Explorer

Adoption Explorer (AE) helps manage your customer’s usage data in the Gainsight environment, and surface the most relevant view of usage data across your customer base.

AE offers powerful segmentation capabilities to manage multiple product lines, more robust control of aggregations and calculations, and re-imagined visualizations to surface deep insights.

Customer’s usage data at Company and/or Person level can be stored with their entitlements on a daily and weekly level. Using the ingested data, admins can define new derived fields without the need of Rules Engine.

Adoption Explorer Layouts in Gainsight Dashboards

IMPORTANT: The customers onboarded to Horizon Analytics Dashboards can only access this enhancement. For more information on the release of this feature, refer to the Horizon Analytics Dashboards section in the v6.22 Feb 2021 Release Notes.

Admins can now add the Usage Reports in Adoption Explorer Layouts as a widget to the Gainsight Dashboard from the Dashboard Builder > Settings > Adoption Explorer > Add Widget page. 

Limitation: User state preservation is not honored for Adoption Explorer widgets on Dashboards.

Additional References: 

Note: Only freeform layouts can be added as widget/s to the Dashboard.

Example Business Use Case: A CSM wants to view the usage report of the top 10 users of a product, including other reports built-in Horizon Analytics (new Report Builder), in a single dashboard.

CX Center

​ Click here to expand for more information on CX Center

Customer Experience Center makes it easier for users to collect and analyze textual feedback/ response data from sources like Surveys and Timeline. Once the data is collected, the CX Center automatically provides advanced analytics, including sentiment assessment, to help improve your customer experience, predict market trends, identify potential churn, and recommend necessary steps to increase product usability. 

IMPORTANT: Customer Experience Center is available as a paid add-on to our Customer Success platform. For more information on how to license this feature, contact your Gainsight account manager.

Expanded Viewer+ Analytics License Type Support in CX Center 

Support for Viewer+ Analytics license type in CX Center is now expanded. In the Share View > Give access to specific people section, the following new functionalities are added:

  • Users with Full License type can search for Viewer+ Analytics license type users and can assign View access. 
  • When a User Group has Admin access, all Full License type users in that group are automatically upgraded to Admin access from View or Edit access.
  • The license type is displayed after the user name in the Who has access section.
  • Email notifications are sent to users with Full and Viewer+ Analytics license types only.

Issues Addressed

The following table has the list of all the escalations which were resolved in this patch release.

Module Description
Cockpit The currency field of a CTA was displaying null value for specific users, when they entered $0 and refreshed the page. This issue is now resolved.
GS Assist Previously, users were unable to access the Gainsight Assist Gmail Plug-in through Salesforce. This error arises since two users have the same name; with one user being Active, the other is inactive. This issue is now resolved, and the active user will be able to log in.
GS Assist Previously, the Timeline Activity ID was not saved in the CS task when users perform Email Assist auto-sync from Cockpit. This issue is now resolved, and the Timeline Activity ID is saved in the CS Task Object and reflected in Cockpit.
Scorecards When an exception was set on a measure which was not part of any group and had zero weightage, the exception was not being honored when the score was set via rule. This issue is now resolved.
Timeline When the < symbol was used in a Scorecard comment created from Rules engine, the same did not appear in the Timeline Activity Notes.This issue is now resolved.
Journey Orchestrator Previously, users were unable to create a calculated field with a picklist in the Show Me fields. This error is arising when the user selects the Status field from the campaign member object. This issue is now resolved, and users can now create Calculated fields with picklist values.
Journey Orchestrator Previously,  users could not move in the correct path when they clicked on the Conditional Wait links that contain events. This issue is now resolved, and participants are moving in the proper flow.
Journey Orchestrator Previously,  users could not get the value in the grid when they searched for a record in the powerlist with more than 300 records. This issue is now resolved, and users can search for a particular record in the record search bar once the Powerlist is executed successfully.
Journey Orchestrator Previously, in the outreaches email result, the result attachments are not added to the email body. This issue is now resolved, and the outreach result is getting attached along with the email.

Previous Version Details

Gainsight team works hard to provide new features, enhancements, and fix bugs. This section provides details of the work done in the previous release, these releases can either be patch or a scheduled major release.

Date Release Number Description
6 July 2021 [SFDC] V6.26 Release Notes Version 6.26 July 2021