Is it possible to create a custom CTA view for the cockpit that filters to only CTA’s that are created from the tasks from a meeting timeline entry of a certain type? We want a view that shows open tasks from a specific type of customer meeting, e.g. SBR. So I would need to filter on a field we have on the timeline entry for the type of meeting (drop-down). Thanks
Create a CTA Custom View of CTA's created from a timeline entry?
+1Please let us know if you need any help here.
+1
Hi
Thank you, but that won’t work for what we’re trying to do because I need to filter by a field on the activity, not just the type of timeline record. We have a meeting timeline entry field called “meeting type”, and we only want the tasks from one specific “meeting type”, not every timeline meeting entry.
It’s a valid request. We don’t have any plans for this currently. We will consider this based on the interests from other customers.
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.