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how can i link a case to a CTA?

  • June 2, 2016
  • 8 replies
  • 48 views
kiersti_felska
really would like same capability to link a case to a CTA like we do for opportunity?  since we cannot do this today.. what variable within the comments field may we use that will auto-populate the link to the case may we use for CTAs created by rules?  
    kathleen_ting
    richard_walshe
    steve_joachims

    8 replies

    steve_davis
    Forum|alt.badge.img+2
    • steve_davis
    • Gainsight Employee ⭐️⭐️
    • June 3, 2016
    Kiersti,

    This is a known enhancement request. Case object doesn't have a "name field"... this is why we can't link them at this time. I have kicked this into an idea. 
    blynn_buckley
    scott_sappenfield
    This is a great feature enhancement. +1
    kathleen_ting
    • kathleen_ting
    • Contributor ⭐️
    • November 1, 2016
    +1
    tony_luburic
    • tony_luburic
    • Contributor ⭐️
    • November 1, 2016
    I like this idea. 
    nitisha_rathi
    • nitisha_rathi
    • Expert ⭐️⭐️
    • December 2, 2016
    Hi,

    Feature to link SF case to CTAs is available now.

    Thanks,
    Nitisha
    michelle_kim
    tony_luburic
    tony_luburic
    • tony_luburic
    • Contributor ⭐️
    • December 7, 2016
    Good stuff! Thanks
    michelle_kim
    • michelle_kim
    • Contributor ⭐️⭐️⭐️
    • August 3, 2018
    Is there a video or documentation of how to do this?
    karl_rumelhart
    Forum|alt.badge.img+4
    We do. Video (Case specifically discussed about half way through):
     https://support.gainsight.com/Training_and_Videos/Training_Videos/Create_CTA_Forms_Using_Linked_Obje...

    Here is the standard documentation on CTA linked objects.  
    https://support.gainsight.com/Product_Documentation/CTAS_Tasks_and_Playbooks/Admin_Configuration/Con...
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