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CS Patch Release Notes: Version 6.28.X series

This document contains information about announcements, new functionalities, or issues that were resolved in patch releases of the 6.28.1 version.

Version 6.28.1 (Patch), October 07, 2021

Gainsight Patch Release Notes Version 6.28.1 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.

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

Scorecards

1._community_logo.png Separate Filters for Mass Edit Reports Improve Performance

As communicated in the release V6.27, the ‘Scorecard’s Mass Edit Reports’ functionality in Horizon Analytics now has separate Company filters and measure filters. The Mass Edit Report performance has been improved by separating the two filter types, resulting in significantly shorter load times. This enhancement is visible to both Admins and Users. This feature is now available for all US customers with Horizon Analytics [Customers who have opted out of automatic upgrades will also receive this enhancement].

Notes:

  • The advanced logic OR  function cannot be applied between the two separated filter types. It is possible to apply the OR function for filters within the same type. The AND logic function can still be applied to filters for separate types.
  • Custom reports that contain an OR condition between measure and non-measure filters will not be supported going forward.
  • In very few cases, there could be an OR condition between measure and company filters. In this scenario, we convert the OR condition to an AND condition.
  • As a result of the changes done to the dashboard, if any issues arise with user-defined filters, please reset or modify your filters.

Connectors 2.0

Connectors 2.0 Horizon Experience Update

With the next v6.29 release, Gainsight will automatically upgrade Connectors 2.0 to the Horizon Experience. After the upgrade, if you are using Zendesk and Snowflake connectors then you need to do a few things as mentioned in the FAQs article. Other existing connections will continue to operate normally after the upgrade, and they will not require any action on your behalf. 

If you have any technical questions or issues regarding this update, please contact Gainsight Support.

Note: This announcement is only applicable to customers who use Connectors 2.0 without the Horizon Experience.

Enhancements

Dashboards

Click here to expand for more information on Dashboards
A Dashboard is a collection of reports and widgets, which helps users track and analyze the data. Admins must configure dashboards within Administration > Dashboard Builder before end users can see them. Different dashboards can be configured for different users and purposes. For example, managers can review dashboards in executive or team meetings, or users can review their book of business using a dashboard. Optionally, export the dashboards via email to internal users as live links or as PPTs.
1._community_logo.png Ability to Add Description to the Global Filters and Rearrange Filters

Admins are now able to add description while creating Global Filters. This description works as a tooltip text on hovering over the filter name as shown in the following playable gif.

Admins can preview the same on the customer Dashboard page and ensure that the descriptions for each Global Filter appear correctly.

unnamed (1).png

Admins no longer have to delete all the Global Filters and recreate them all over again just to rearrange them in a desired order. The newly introduced ‘Rearrange Filters’ functionality has resolved this and improved the performance. Admins can simply drag and reorder the list of filters from the Rearrange Filters window. Refer to the following playable gif.

Rules Engine

Click here to expand for more information on Rules Engine
Rules Engine is designed to improve your underlying customer data to produce superior customer outcomes. It can perform powerful multi-step, in-memory data transformations for large datasets in Gainsight within one rule. Transformations include aggregations, multi-dataset merges, formulas, and time-series calculations; helping your team to better identify meaningful data signals.
Horizon Image.png Summary Ribbon in Rules List Page

The Summary Ribbon icon is now available on the Rules List page in Rules Engine. Clicking the Summary Ribbon icon displays metrics such as “Total Rule Run Time”, “Failed Rule Runs”, “Tasks Fetched”, “Frequently Running Rule Runs” and so on.

unnamed (2).png

These metrics communicate the value that customers get from the product. Some metrics have an Analyze [Call to Action] option. Admins can click this option to view more in-depth information about the metric. These options give admins a clear idea about which rules failed and which ones have a long run time.

unnamed (3).png

Previously, there was no way for admins to see which rules failed. Now, admins can click Analyze [Call to Action] under the “Failed Rule Runs” metric and get optimized information about the failed rules. They can then review the information and take necessary actions if needed. The following image shows the analysis of the Failed Rule Runs - Last 60 days metric.

unnamed (4).png

Click the three dots icon in the Summary Ribbon to see its entire list of metrics. The metrics can be reordered simply by clicking and dragging them. The selected metrics will appear under the Summary Ribbon for quick access.

unnamed (5).png

Previous Version Details

Date Release Number Description
28 September 2021 V6.28 Release Notes Version 6.28 September 2021

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