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justinduffell
justinduffell
Contributor ⭐️⭐️
July 2, 2021

Ability to Filter CTA Reasons on CTA Type

  • July 2, 2021
  • 5 replies
  • 63 views

When selecting a CTA type (ex: Risk) it would be amazing to be able to see a filtered list based on that CTA Type. This would allow for a better user experience and allow for more robust reporting.

    5 replies

    john_apple
    john_apple
    Expert ⭐️
    July 2, 2021

    Isn’t this already possible from the Call to Action Configuration section in Administration?

     

     

      sriram pasupathi
      sriram pasupathi
      Helper ⭐️⭐️
      July 8, 2021

      @justinduffell This is already possible today. CTA reasons defined for a particular CTA type will appear only for those CTA types. Reasons under Select CTA Type: “All” will appear across all CTA types.

      https://support.gainsight.com/Gainsight_NXT/04Cockpit_and_Playbooks/00Cockpit_Horizon_Experience/Admin_Guides/Configure_CTA_Types%2C_Reasons%2C_Priority%2C_Snooze

      justinduffell
      justinduffellAuthor
      Contributor ⭐️⭐️
      July 8, 2021

      Thanks All! We determined it was an implementation issue and we were able to sort it out and implement the filtering of the CTA Types.

        cmello7339
        Contributor ⭐️⭐️⭐️
        November 19, 2021

        Curious on this, as we just figured out that we had the same implementation issue (I assume it comes this way OOB).  If we already have CTA’s created using some of the current CTA Reasons, can we delete and re-add the reasons into their particular CTA Type, or do we have to have all of the CSM’s do something before we can delete them/make them inactive?  I’m seeing that the current CTA Type can not be changed for the reasons.  Thanks!

        anirbandutta
        anirbandutta
        Expert ⭐️
        November 22, 2021

        @sriram pasupathi any alternates here?

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