Dropdown List

Manually Add Values in a Dropdown

To manually add values in a dropdown:

1. In Add Values, enter the information in the following fields:

• Name: Unique name of the Value. (upto 255 characters)
• Short Name: Short name of the Value. (upto 20 characters)
• Description: A brief description about the Value. (upto 255 characters)
• Color: A random color is automatically assigned to the new Value. You can change the color of the Value as per your preference. This color is displayed in the Report Builder when this field is used for reports.
• Active/Inactive: The Value is Active, by default. When Active, the item is available for selection in other functionalities in Gainsight. You can toggle to make it Inactive, as required.

2. Click Add Another Value to add more Values in the dropdown.
3. (Optional) In the Values Configuration:

• Select Default Value: Set a default value for the dropdown. You can assign one default item to a dropdown list and up to six items can be assigned to a multi select dropdown list. If a null value is ingested into the field through any data ingestion channel, the null value will be replaced with the assigned default value into the field.
• Sort Items by: Sort the Values by A to Z or Z to A.

Notes:

• When data is loaded into the custom field with data type dropdown list or multi select dropdown list through any of the ingestion channels, it is restricted to load data into the items defined in the custom dropdown.
• If the field associated with a custom dropdown is used in any other functionality, these dependencies of the custom dropdown are shown in the dropdown dependencies section.

Add a Bulk of Values to a Dropdown through a CSV file

Admins can create dropdown Values in bulk by uploading a valid CSV file which contains the list of Values. The CSV file may contain the following headers:

• Name
• Description
• Short Name
• Active
• Color

Notes:

• CSV file must contain Name as the header but the remaining headers are optional.
• A maximum of 500 dropdown list items can be created through a CSV file. Items more than 500 will not be added.
• CSV file size should be less than One Megabyte.
• Name should be unique and it should contain a maximum of 50 characters which are only alphabets, numbers, and special characters except Semicolon, Double quote, and Single quote.
• A maximum of 20 characters are allowed for Short Name.
• A maximum of 255 characters are allowed for Description.

Example Business Use Case: Admins can save their time by quickly creating a bulk of dropdown list Values through a CSV file rather than manually creating each of them.

For example, If an Admin wants to create a dropdown list containing a list of 30 US states, they can be added as dropdown items through a CSV file, into the States dropdown.

To create values in bulk using a CSV file:

1. Click Upload CSV file. The Add Values via CSV file page is displayed.
2. Click browse and select the file from the local system.
3. Click Open.
4. In Field Mapping, select the equivalent source fields from CSV to map with the target fields in Gainsight.
5. Note: Mapping Name attribute is mandatory.
6. Click Upload CSV.
7. (Optional) In the Values Configuration:

• Select Default Value: Set a default value for the dropdown. You can assign one default item to a dropdown list dropdown and up to six items can be assigned to a multi select dropdown list. If a null value is ingested into the field through any data ingestion channel, the null value will be replaced with the assigned default value into the field.
• Sort Items by: Sort the Values by A to Z or Z to A.

A confirmation banner is displayed showing the number of values added successfully and the number of failed items, if any.

• In case, all the items are added successfully, click Dismiss.

• In case, all or some of the items are failed to add, you can click Download to view the CSV file with the reason for failure.

Following are the most common errors:

• Duplicate Name: CSV file contains duplicate dropdown item name.
• Active is invalid: Status other than TRUE or FALSE is invalid.
• Name string is null/Name is empty: Any name field in the CSV file is empty.
• Name length exceeds 50 characters: Characters of any name field in the CSV is more than 50.
• Item Color is not valid: Hex code for color is incorrect.

Rectify all the errors in the CSV file and re-upload to add the remaining dropdown items successfully.

Multi Select Controller Dropdown in Other Parts of Gainsight

You can configure a Multi Select Dropdown list in the Controller dropdown, while defining dependencies. However, the support for such dropdowns is currently available only in the following product areas of Gainsight:

• Cockpit 

Dependency Mapping

Prerequisite:

Create a controller dropdown and Dependent dropdown in the Dropdowns tab. For more information, refer to the Create a Dropdown section. 

For example:

• Create a Country dropdown (Single Select) and add names of Countries as Values of the dropdown.
• Create a State dropdown (Single Select or Multi Select) and add names of States as Values of the dropdown.

To add dependency between a controller dropdown and Dependent dropdown:

1. Navigate to Administration > Customer Data > Data Management > Dropdowns tab > Dependency Mapping.
2. Click Add Dependencies. The Add Dependencies page is displayed.
3. In the Controller, select a dropdown.
4. In the Dependent, select a dropdown.
5. Note: Controller dropdown list shows only categories of Single select whereas Dependent dropdown list shows both the Single select and Multi select categories.
6. In Value Mapping, add Dependent values from dropdown corresponding to each Controller value.
7. Click SAVE. 

Values in a Dependent dropdown list are now mapped with the respective values in a controller dropdown list.

Note: Dependency Mappings once created cannot be deleted.