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tharun
tharun
Contributor ⭐️⭐️⭐️
Sep 13, 2017 3:29 PM UTC

Ability to share CTA via a "URL" to send it to other Gainsight user

This idea has come from a user who suggested that there should be a shareable link to CTA to send it to other Colleagues.

"Can I send a link to a CTA to another gainsight user? If so, how? This is helpful to link a colleague of mine in case they forget to complete a CTA".

      3 replies

      dan_ahrens
      dan_ahrens
      Expert ⭐️⭐️⭐️
      Sep 13, 2017 5:15 PM UTC
      I like this idea too. +1
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      VP of Customer Success at Forcepoint
        marcelo
        marcelo
        Helper ⭐️
        Sep 13, 2017 5:35 PM UTC
        Would it help if you assign a task within the CTA to that other resource?
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        Gainsight Employee ⭐️
        hitesh_sharma
        Gainsight Employee ⭐️
        Sep 13, 2017 7:31 PM UTC
        Hi Tharun,

        Though we don't have a way in the application to do that, we have a simple work around,

        1) Create a Formula field of type Text in CTA Object,


        Formula: HYPERLINK("apex/workflow?ctaId="&Id, "Link")

        Note: You can change the word 'Link', as per customer need

        2) Add that Field in CTA Type layout in Cockpit Admin

        3) Now you will be able to see the link in CTA Details view,



        Clicking on that Link, User will navigate to Single CTA view.

        If we want to share the URL, right click on Link and select Copy Link address, here you go now you have the link copied that will open the Single CTA view

        Note: Make sure that the User to whom link is shared is in the same SF instance.

        Regards,
        Hitesh
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