Product Q&A

I noticed that these are auto-populated when I spin up a project. How are they calculated?

Help Article: https://help.guidecx.com/en/articles/9174733-custom-fields-v2 The WHY:Report accuracy With min/max and required population at creation Integration consistency With data types that match the connected system Flexible granularity With project or task-level values and in-line edit New capabilities:Population at the project or task level Datatypes beyond strings (dates, drop-downs, links, numbers, boolean toggles, etc) Validation for minimum or maximum values Requirement for population during creation Initial Workflow Create new custom fields in company settings Drag the sort order of how custom fields appear according the sequence you prefer them to appear in the edit pane Populate values in edit drawer or in-line on global projects table Backwards compatibility:UI: Legacy labels and values have been auto-migrated to the new format as of a few minutes ago You can pick up where they left off with confidence all values will persist API: Integration Builder connectors will 

The second issue I found related to managing the order of the Custom Fields is the system doesn’t allow me to drag something to be the very top item.  If I drag it to the top and let go - it actually sends it all the way to the bottom of the list -  not back to where it was.

Just now starting to play around with the new Custom Fields Beta and will be posting things I either have questions about or I think is unexpected behavior. The first thing is about modifying the sort order of the custom fields. Issue/Question 1 - Initial Sort of new fieldsWhen I started I had a list of about 8 old custom fields and as I created new custom fields for this trial - I added a “*” at the beginning to differentiate them.  As I added each one it added it to the bottom of the list - which is what I expected.  Except one field - the only field that was the type of Number - it put it at the top of the list - I don’t think that should have happened - it should have gone to the bottom in the order I entered it.  

Can someone explain the intended use of this field?  What I was hoping it would do was for Link Type fields - whatever you put in the Placeholder field would be the Link Text - that would be a clickable link using the url entered for the field.  But that isn’t it unfortunately.  

How Link Fields Display in ProjectWith the old custom fields - it was very obvious it was a link - with the standard blue text that you can click to open the link. With the new custom fields - it is not blue text, and the text isn’t clickable - but there is an icon at the end that you can use to open the link.  I personally think this is a step back in ease of use and functionality.  It’s so easy to miss that icon at the end - and I liked that all of my links easily stood out in my list.

I have saved a template from a project plan and it shows up in the templates but when I try to create a new plan, I cannot add the template to the project because it is not showing in the list of templates.

Where can i pull an external link to a project that can be shared with customers?

Will the assignee receive a notification that a task has started if I remove the dependency and backdate the task?

After removing template, can I get the attachments back or undo that change?

Where do I go to add third-party users and who generally should be a third-party user?

I can’t seem to assign two customers to one shared checklist (it’s on a single task).I was only able to assign all the tasks to one customer, and now the other customer whom I didn't assign all the tasks to can’t see the checklist in their compass view.Any tips or workarounds are welcomed!

When will participants receive the participant task instructions and how do you resend them?

How do I add links as project attachments? There is an opportunity to add them during initial project setup, but I can’t see where to do this once the project is in progress.

When I have a project opened in a tab, and it has been idle for 3 hours (or so), when I go to modify that project in any way, as soon as I touch any tab, the screen immediately refreshes back to the main all projects view.  This happens repeatedly - if an opened tab has been idle for hours. To give context, when I arrive each morning, I opened up all projects that I need to work on for that day, in a separate tab. This is why some tabs, are idle for hours (because I haven’t gotten to them yet). Nevertheless, I do not expect, Guide CX to refresh the screen back to the all projects view.

I am just now logging in and looking around at the new custom fields.  I have moved from the app.guidecx.com to the new url.  And as I’m working on project I realized I had these 2 custom fields before - that were populated on all my projects - and now the fields are gone.  I used these fields to enter a link to these apps.Zendesk Ticket HubSpot DealAny idea what happened to them?  I can recreate them - but was worried when you roll this out to everyone other people might experience the same thing.

Hi Everyone,Great News:  The online Knowledge Base article for the new, strongly-typed Custom Fields, aka CUSTOM FIELDS V2, is available here for your reference! 🎉8 new Custom Field types are now available, including : {Text, Date, Email, Link, Number, Percentage, Single Select (where you can define your own multiple-choice drop-down menu!!), and Toggle!}Looking forward to your feedback during this closed-beta period.Best Regards,--Bob  

Brand new to GuideCX. Does anyone else have issues with the Task status buttons rendering properly in the Outlook Desktop application? It’s cutting off the text in the button unless I really zoom out to ~60% in the email. Works completely fine in the browser version, but this seems like a pretty significant flaw in a very common application, and most of our team and customers use Desktop.

This feature is now live for everyone! If you’re looking to use your branding on all automated outbound communications look no further!With this new feature, you can change the subject line, color, themes, and language within emails!

Hi all. The knowledge base articles around implementing custom emails are pretty clear, but are thin on detail about how to create the template for these custom mails. I know that I need an html editor, but which one is best and how does that process work? Can I create the email and then save the html code to import into the custom email section of GuideCX? Can someone help me with this?

Is it possible a URL can be added via a keyboard shortcut? Example:Instead of clicking the link icon to add the link, I can simply press CTRL+K (on a PC) to add a link.  

In a Task’s Notes > Internal section, I @ an internal team member in an Internal note I entered and saved. (functions as expected) The internal team member receives a ‘ <my name> mentioned you in a task on the project <name of project> email. (functions as expected) The internal team member replies to the email (functions as expected) GUIDEcx seems to capture the reply as a Public note (functions unexpectely) Expectation is that GUIDEx would capture the response as and Internal note Curious if anyone has had a similar experience.Thanks!

Has anyone run into issues with being able to respond to GUIDEcx tasks via email in Outlook?A customer I am working with advised that they are unable to directly respond via email as outlook  will not allow the "respond via" email. The reply-to address seems to be the issue, its not being recognized as a valid email address. Is this maybe something their IT may need to add to an allowlist? Im pretty unfamiliar with Outlook so I’m not sure where to get started in trying to help them resolve this issue.

Thanks for being an early adopter and trying out new features added to Labs. The main purpose of Labs is to get feedback from customers like you. Over the last few weeks, we’ve been gathering insights for “Customer Roles”, and see opportunities to make the experience even better.On Monday, November 27, we will be removing Customer Roles from Labs to make these enhancements. This means your instance will revert back to the prior “Team” tab experience, without the ability to add customer roles. We anticipate that this feature will be made accessible again the week of December 18th. Once complete, the feature will be more performant and will also be available for customers using Resource Management features.We will keep you updated if anything changes with this timeline and appreciate your patience. Thanks again for being willing to try out new features and provide feedback! We are hearing what you say and are taking action to improve the features you beta for us.

I have existing projects and I have made a change to a template and want to update it to all the projects. How can I do that?