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joe_difilippo
joe_difilippo
Contributor ⭐️⭐️⭐️⭐️
Apr 3, 2019 5:24 PM UTC

Ability to Flag Calls to Action when they are being created via a rule

Hi all,

A business request came up that turned into a good candidate for an enhancement request and discussing with GS Support. I would like to be able to have a rule automatically flag a Call to Action when it is triggered via the rules engine. Specifically in our use case, flag a Risk CTA upon creation.

Thanks!

      4 replies

      joseph_siudzinski
      joseph_siudzinski
      Helper ⭐️
      Apr 3, 2019 5:28 PM UTC
      Hi Joe,

      There is a field on the CTA object called Source that has a picklist value of "Rules". This should get you what you need.

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        dstokowski
        dstokowski
        Gainsight Employee ⭐️⭐️
        Apr 3, 2019 5:57 PM UTC
        @joe_difilippo Did you mean flag as Joe suggested (meaning an attribute) or flagged meaning the "Priority" flag being set?

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          joe_difilippo
          joe_difilippoAuthor
          Contributor ⭐️⭐️⭐️⭐️
          Apr 3, 2019 6:07 PM UTC
          @denise_stokowski Flagged meaning the "Priority" flag being set by the CSM when they click the flag icon on the lefthand side of the CTA.

          Based on conversations with GS Support and a solution architect, it is currently not possible so that is why I submitted the enhancement request.

          Thanks!

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          shane_mccoy
          shane_mccoy
          Contributor ⭐️⭐️⭐️⭐️
          Sep 23, 2019 7:17 PM UTC
          Any update on this?

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