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Gainsight Inc.

Configure CTA Detail View Layouts

Gainsight NXT
Gainsight helps innovative companies protect and nurture their most valuable asset - their customers - with the power of our award-winning platform. With our Customer Success Solution, you can gain deeper insights into customer behavior, operationalize the customer lifecycle, and coordinate actions and results across teams.

This article supports Gainsight NXT, the next evolution of the Customer Success platform. New and upgraded customers are deployed on Gainsight NXT.

If you have not upgraded and are using Gainsight Salesforce Edition, you can find supporting documentation here.

Not sure what your team is using? Click here.

 

Overview

Admins can modify the CTA detail view layouts (for each CTA type) to include custom fields from the Call to Action, Company and Relationship objects. Similar to using linked objects, this allows you to essentially create miniature forms that can display or collect information from the CSM directly in Cockpit.

You can bring in fields from the following objects and their lookup objects into the CTA detail view:

  • Company object into the COMPANY sub tab
  • Call To Action object into the CALL TO ACTION sub tab
  • Relationship object into the RELATIONSHIP sub tab (For customers who enable Relationships in Gainsight)
  • Linked objects into the linked objects sub tab

In the example screenshot below, we added fields from the Company object, such as Employees, Original Contract Date, Users, NPS and MRR, to the CTA detail view configuration (on the COMPANY sub tab).

1.CTA.png

CTA Detail View Layout Configuration

To access the CTA Detail view layout configuration, navigate to Administration > Workflow > Call to Action (CTA).

In the detail view layout configuration, you can see COMPANY, CALL TO ACTION, and any linked object tabs.

2.COMPANY.gif

You may add fields from an object to the sub-tab views based on what information you believe will be helpful for your CSMs to view or edit as they work through their CTAs. You can also group the fields. A default group is already added to these sections which cannot be deleted.

  1. Select the CTA Type. (This configuration is per CTA type.)
  2. Click the sub tab (eg. COMPANY) and search for the required fields in the search bar on the left pane, and now drag and drop the required fields to the new Group or existing Default Group (change the name by clicking it once).  
  • For the CALL TO ACTION sub tab: allows you to search and add available fields from the Call To Action object and its lookup fields from other objects.
  • COMPANY sub tab: allows you to search and add available fields from the Company object and its lookup fields from other objects.
  • RELATIONSHIP sub tab: allows you to search and add available fields from the Relationship object and its lookup fields from other objects.
  1. Click the gear icon:
    1. Display Label: You change the display label, if you wish to.
    2. Set the fields to Editable or Close Mandatory as needed.
    3. Display Field: You will see this option only for all the lookup fields added to the layout. Ex: CSM and Manager etc. which has a lookup to the User object. You can select the required field from the dropdown list, and this field will be shown in the CTA Detail View.
      Note: You cannot set the fields to Editable or Close Mandatory, for the lookup fields added to the layout.
    4. Click +ADD to add the Search Fields as required.
      Note: Search and Filter criteria is displayed for only lookup fields.
    5. In the Filters section, click + FILTER to add search filters, as required.
      Using Filter options, admins can now define the filter criteria on the fields added to the Search Fields section, using the fields with a lookup to the Company object.
    6. Select the desired field from the Select a Field dropdown list, and define the Value based on your business requirements.
      Note: Admins can add any number of filters and can use the Advanced Logic option to set the filter logic.

Filter_Lookup objects.gif

  1. Click Save.

Fields on Call To Action

Admins can directly create custom fields on Call to Action object from the Fields on Call To Action section. This section also displays the existing fields used in the CTA Object, in a tabular format.

Note: You can only create Custom Fields and view Fields on Call To Action section only on the GLOBAL tab of the Call To Action (CTA) page.

Create Custom Fields on Call to Action Object 

To create custom fields:

  1. Click + CUSTOM FIELD.
  2. Enter the following details in the Create Custom Field screen:
  • Display Name: The easily understandable display name.
  • Field Name: The system defined field name with a suffix of __gc.
  • Data type: The data type of the field being created.
  • Required: By setting this constraint, the field is not allowed to ingest a null value record while importing data. You can select this option only when you are adding a custom field into an object that does not have any existing data.
  • Hide in reporting: If you select this, the field is hidden in the Reporting functionality.
  • Calculated field: Enabling Calculated field checkbox allows you to instantly create a formula field on CTA, Task and Success Plan objects, based on your business requirements. For detailed instructions on how to create Formula Fields, refer Create Formula Fields in CTA, Task and Success Plan Objects article. 
  • Default Value: Set a default value that you would like to insert in the field when the source field is NULL or Empty.
  • Gainsight Mapping: Map the field being created with a Gainsight object, if required.
  • Object lookup list: Select the object to which lookup is required from the current field.
  • Field lookup list: Once you select an object, its corresponding fields are displayed in this drop down list. Select the field to which lookup is required from the current field.
  • Description: (Optional) A description for the object being created.
  1. Click SAVE & NEW to add a custom field to the Call To Action object and create another field or click SAVE; then a custom field is created and added to the Call To Action object.

Custom Fields.gif

Admins can review, modify, and delete the existing fields used in the Call To Action Object by using these options:

  • View field: To view the information of the existing fields.
  • Edit field: To update the existing fields information.

Note: Admins cannot update the Field name and Data type fields for the existing fields.

  • Delete field: To delete the existing fields used in CTA Object.

Note: Admins cannot delete the fields that are already used in any layouts, reports, or rules.

CTA Custom Field.gif

Custom Views

Admins can configure custom views for Cockpit views based on Reason, Priority, etc.using the Custom Views section in the Call to Action (CTA) page. The option to create Custom Views is only available in the Global tab. 

Admins can also make edits to the existing custom views or even delete them based on the requirement. If admins edit the view, the changes made are immediately reflected for all of the users for whom the view is available. End users must refresh the page to view the required modifications done to the view by admins, if they are already using the view. If deleted, the view is no longer available to users and the users are notified through in-app notifications.

The admin can select the user(s) or user-groups for whom the view must be available. The admin can choose:

  • All users - Available to all users.
  • User Groups - Available to all users in that user group.
  • Individual users - Individually add users for whom this view must be available.

IMPORTANT:

  • The end user cannot make changes to the admin defined custom views. However, they can make changes to the filters/columns of the admin defined view to create a new custom view.
  • If the custom view that is being used by the CSM is deleted or made inactive by Admin, then that view is not visible in the list and the default view is displayed for the CSM in Cockpit. 

Use Case: For instance, assume that each CSM has a high number of CTAs assigned to them. With a big list, CSMs may not see the CTAs which are in a Risk state or CTAs in which the renewal date is due in the next 2 weeks. Admins can now create separate custom views for CSMs to ensure that they prioritize the most important CTAs. 

Configure Cockpit Custom Views

To configure Custom Cockpit Views:

  1. Navigate to Administration > Call to Action (CTA) page.
  2. In the Custom Views section, Click +VIEW. The Create Custom View page appears.
  3. Enter the Name of the view in the Name field.
  4. Click +COLUMN to add the List view fields for the view.
  5. Click +FILTER to define the filters of the view.
  6. In the Defaults section, select the default sorting and grouping status.
  7. In the Permissions section, select Assign to All option to enable this Custom View to all users.
  8. Click SAVE.

Custom View.gif

The Custom View is saved and it is displayed in the CTA views list in the Cockpit page for CSMs.

Custom View1.gif

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