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darkknight
darkknight
Expert ⭐️
September 15, 2016

Cockpit: Include Closed Date on the CTA Details

  • September 15, 2016
  • 4 replies
  • 59 views
Would be nice to have the CTA Closed Date appear on the CTA Details so that if you are doing triage or going to investigate something, you don't have to consult a report to see the date the CTA was closed.  Crude mockup below

      4 replies

      courtney_james
      courtney_james
      Contributor ⭐️⭐️
      September 15, 2016
      This would be really helpful to our use cases as well. Great idea Jeff!
      seth
      seth
      Expert ⭐️
      September 15, 2016
      Hi y'all,
      I was just mucking around with something similar recently, so this is top-of-mind -- I think you can get what you're looking for in Administration > Workflow - Calls to Action > Detail view layout configuration > Select type > Call To Action > "+ FIELD" > start typing (it's an autocomplete field)
      AI Transformation @ Gainsight
        darkknight
        darkknightAuthor
        Expert ⭐️
        September 15, 2016
        You are totally right Seth.  Complete oversight on my part.  That worked.

        Thank you for the quick reminder!
        Jeff Kirkpatrick
        courtney_james
        courtney_james
        Contributor ⭐️⭐️
        September 15, 2016
        Hey Seth,

        Great suggestion...worked great! Thanks for the tip!

        This first screenshot is of adding the Closed Date to the Call to action. Big thing is remembering to add it to each "Type" 


        After adding, I made a fake CTA and closed it. You can now see the information under the "Default Group" area. 

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