Configure Relationships

Relationship Fields

The Relationship Fields section displays all the fields in the Relationship object. There are three types of fields in the object namely:

• Standard
• System
• Custom

In this page, you can just view standard and system fields but you can create, view, edit, and delete the custom fields. You can create custom fields and use the same in other configuration pages of Relationship.

For example:

• You can use custom fields in the configuration of Relationships.
• You can use custom fields in the configuration of Associated Objects.
• You can use custom fields in the Search configuration.

To create a custom field:

1. Navigate to the FIELDS tab.
2. Click + FIELD. Create Custom Field dialog appears.

3. Enter the following details in the Create Custom Field dialog :

• Display name: The display name of the custom field.
• Field name: System defined field name with a suffix of __gc. This is copied from display name by default but you can edit the same as required.
• Data type: The data type of the field being created.
• Currency Code: You can see this field when you select data type as Currency only. Select a currency code from the list.
• Default value: The default value that you would like to insert in the field.
• Decimal places: You can see this field when you select data type as Currency, Number, or Percentage only. Assign the number of decimal places on the values in the field. By default, assigned decimal places is 0.

• Gainsight mapping: This field is displayed only when you select either GSID, Date, DateTime, Email, or String Data Type. You can map the field only to standard fields from Gainsight Objects. You can map the field being created with a suitable standard field so that values in the current field are enabled with hyperlinking.

• Category: This field is displayed only when you select either Dropdown list or Multi-select dropdown list Data type. You must select a Category for the Dropdown list. For more information on Drop down lists, refer Dropdown List and Multi Select Dropdown List.
• Max length: This field is visible only when you select the Rich Text Area data type. You should specify the maximum length of words supported by this field.

• Description: The description of the field being created.
• Required: By setting this constraint, the field is not allowed to ingest a null value record while importing data. Required constraint cannot be set on a new field, if data already exists in the Relationship Type object.
• Hide in Reporting: If you select this, the field will be hidden in the Reporting functionality.
• Calculated field: This checkbox appears only if there are at least two fields with  Number Data type. If you select this, you can create a formula using the existing fields.
• Object lookup list: This field is displayed only when you select either Email, String or GS ID Data type. Select the Source Object from which data will be ingested into this field.  
• Field lookup list: Once you select an object in the Object lookup list, its corresponding fields are displayed here. select the source field to which lookup is enabled from the current field.

4. Click SAVE & NEW, to save the current field and to create another new field. This helps to create multiple fields in a single instance.
5. Click SAVE, to save the current field. Once the field is created, it populates in the Fields section.

6. Once the field is created, it populates in the Fields section. You can click Edit field to edit the field name and the number of decimal places. This option is available only for custom fields.
7. Click View field to view the existing standard or system field.

For more information on creating a new field in an object, refer to the section Add Custom Fields in an Object.

Notes:

• If you do not assign the number of Decimal Places on the Number, Currency, or Percentage type fields, the values in the field will be rounded to simple numbers.
• While importing data into the field:
  • If a user sets a default value for the field and the source record is empty/null, then that default value will be ingested.
  • If the default value is not set and the source record is empty/null, then that record will be rejected provided if the field is marked as Required.
  • Required constraint can only be applied on a field which does not have any null/empty values.
  • It is recommended not to apply the Required constraint on a newly added field.

Stage

Stage is used to define on which lifecycle stage a customer is currently in. Gainsight offers the following standard stages by default in the stage field.

• New Customer
• Kicked Off
• Launched
• Adopting
• Will Churn
• Churn

You can just view the standard stages but you can create new custom stages and edit the existing stages depending on your business requirement. All these different stage items are associated to standard Stage field dropdown in the Relationship object. Users can select any of these stage items from the dropdown list, while creating a Relationship.

To create a custom stage:

1. Navigate to the Stages section.
2. Click + STAGE. Add an item dialog appears.
3. Enter the following details in the Add an item dialog:

• Scope: Select type of the scope from one of the following options:

  • Global: If you select this option, the stage that you create, will be associated with all the Relationships types.
  • Relationship: If you select this option, the stage that you create, will be associated with the selected Relationships type only.
• Applies To: This field is displayed only when you select Relationship in Scope. Select the Relationship types the stage item should apply to.
• Name: The display name of the stage field.
• Short Name: This is automatically populated based on the Display Name. You can also edit the short name.
• Active: Select status of the stage item (Active / Inactive). If you want to use this stage, select Active.
• Color: You can choose required color of your choice for stage.
• Description: The description of the stage being created.

4. Click ADD, to add the stage item.

5. Once the stage item is created, it populates in the Stages section. You can click Edit field to edit the stage item and click UPDATE, if you made any changes.

Status

Customer Status is a system-defined field used to classify the status of the customer. You cannot add, remove, or edit selections in this list.

Gainsight offers the following standard Statuses by default in the Status field.

• Active
• Inactive
• Churn

All the different statuses in this section are associated to Status field in the Relationship object.

Sync Object

Any changes in the search field configuration are synced into the search index once in every 24 hours. If you want to sync the changes in search field configuration instantaneously, perform the following actions:

CAUTION: It adds extra load to your IT infrastructure to run Sync and apply latest configuration to the search index, If you want to sync the changes to search fields instantaneously.

1. Click SYNC OBJECT after selecting the Relationship search fields. Sync Fields window appears.

2. Select the checkboxes, as required: 

• Select the Sync both Company and Relationship Object checkbox, to apply changes in the search fields instantly, to both the Company and Relationship search from their respective search field configuration.
• Select the Drop Index checkbox, to drop the existing search index and apply re-index. This helps show the relevant Relationship records from the search box per the latest search fields.

3. Click SYNC (without selecting checkboxes) to apply changes in the search fields instantaneously, only to the Relationship fields. You can also select the checkboxes as required, before clicking SYNC.