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 Again, the Close Date no longer represent EBR date.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
Capture a date from custom date field while closing CTA
+1This 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.
It's a functional work around but certainly is more open to human error.
+2Einat - 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.
+1We 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.
+5Same. 🙂
Jeff Kirkpatrick
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!
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.
When I define the Rule on CSTasks object, there is no access to the CTA Status.
+5HI 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)
When building the data space, be sure to start with the lowest level object as your starting point (in this case, CSTask)
Thanks.
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