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aleksandar_aritonovski
aleksandar_aritonovski
Contributor ⭐️
February 6, 2019

Do not close a CTA, unless all tasks are closed out

  • February 6, 2019
  • 2 replies
  • 66 views
Feature request for option on disabling the close out of a CTA, until all tasks are marked as closed.

Use case: making sure the CSM will execute and mark all tasks as closed, before closing the entire CTA.

      2 replies

      olavo_zapata
      olavo_zapata
      Contributor ⭐️⭐️⭐️⭐️
      February 6, 2019
      This could be related to apply Validation Rules on CTAs.

      With a friendly ERROR Message.

      Today if we apply a Salesforce Validation Rule show up a Gainsight Standard Error message that is hard to understand.

      We have many use case that could be solved with validation rules.

      heather_landgraf
      heather_landgraf
      Contributor ⭐️⭐️⭐️⭐️⭐️
      February 6, 2019
      Yes Please!!!! And let me add on to that...auto close the CTA if all tasks are closed.

      And I would love validation rules on CTAs...I have a custom field that is on certain CTA types but only applies to certain tasks so I cannot make it mandatory. I would love a validation rule that would pop up a message if they did not fill that in for the appliable tasks, or even not let them close the task without that data filled in. Instead I have created an exception report that I run every week to catch these, then have to chase down the CSMs to get it filled in.

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