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einat_pick
einat_pick
Contributor ⭐️⭐️⭐️⭐️⭐️
December 12, 2016

Capture a date from custom date field while closing CTA

  • December 12, 2016
  • 8 replies
  • 60 views
We want to capture the EBR date.
Currently, rules allow you to capture the date when the CTA is closed only.
Yet, often the CTA close date is different than the EBR date.
It will be great if we could have a custom field on the CTA and capture the date entered in it.

Here are 2 examples why capturing the CTA Close Date doesn't suffice:
- There are additional tasks that are done after the EBR meeting (e.g., send summary, follow up on action items, etc.). The CTA close date will not represent the EBR date.
- A user was on a business trip, and close the EBR CTA when back in the office. Again, the Close Date no longer represent EBR date.

Thanks,
Einat

      8 replies

      samantha_braastad
      samantha_braastad
      Contributor ⭐️⭐️⭐️⭐️⭐️
      December 12, 2016
      This would be helpful for us as well. We are currently having CSM's update the "Due Date" to the date that the meeting occurred to help capture this. We then set Milestones to automatically be created when a CTA closes but leverage the due date to set the date of the Milestone. 

      It's a functional work around but certainly is more open to human error. 
      dan_ahrens
      dan_ahrens
      Expert ⭐️⭐️⭐️
      December 12, 2016
      Einat - internally at Gainsight we do the same thing that Samantha does - use the Due Date to capture the date that the EBR is scheduled for. This works well, as once the actual EBR date is established, the original due date is less relevant - the actual date of the meeting is what's critical. 
      VP of Customer Success at Forcepoint
      jennifer_richard
      jennifer_richard
      Helper ⭐️
      December 12, 2016
      We have addressed this issue by having a playbook associated with an EBR and a single task within that playbook of "Conduct EBR."  This way we can isolate the date for the actual EBR as well as provide guiding tasks before and after EBR.
        darkknight
        darkknight
        Expert ⭐️
        December 13, 2016
        Same. 🙂
        Jeff Kirkpatrick
          einat_pick
          einat_pickAuthor
          Contributor ⭐️⭐️⭐️⭐️⭐️
          December 18, 2016
          All - thanks for your replies. I have implemented it based on Task Due Date (instead of CTA close date) and it gives the result that I was looking for. Thanks!
          einat_pick
          einat_pickAuthor
          Contributor ⭐️⭐️⭐️⭐️⭐️
          January 1, 2017
          How do you distinguish between CTA's that were Closed Success (where we should capture the EBR date), and ones that Close Failure (EBR didn't took place - hence no need to capture the date)?
          When I define the Rule on CSTasks object, there is no access to the CTA Status.
          darkknight
          darkknight
          Expert ⭐️
          January 1, 2017
          HI Einat - you'll have to use a Data Space which allows you to pull fields together from both of those objects (and others in the hierarchy) in order to use CTA level fields when looking at the Task specifically.   More info here:  https://support.gainsight.com/hc/en-us/articles/226248068-Data-Spaces-Overview

          When building the data space, be sure to start with the lowest level object as your starting point (in this case, CSTask)
          Jeff Kirkpatrick
          einat_pick
          einat_pickAuthor
          Contributor ⭐️⭐️⭐️⭐️⭐️
          January 2, 2017
          Thanks.
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