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martha_stuart
martha_stuart
Contributor ⭐️⭐️⭐️⭐️
July 14, 2016

How do you make a rule not refire if a CTA is already closed but still meets the rule criteria?

  • July 14, 2016
  • 3 replies
  • 43 views
We have a rule where reps are closing out the CTA but the criteria to make the rule fire is still valid causing reps to get the same CTA again. Does anyone have a good work around to ensure that a rule does not fire if already closed?

      3 replies

      sundar
      sundar
      Expert ⭐️
      July 20, 2016
      This is part of the roadmap, will keep you posted on the ETA of this enhancement.
      dana_sander
      dana_sander
      Contributor ⭐️
      October 4, 2019
      any update on this?

      sai_ram
      sai_ram
      Expert ⭐️⭐️
      October 31, 2019

      @dana_sander We have an option called Create CTA once in: On the first instance of rule execution, a CTA is triggered as per rule configuration. In general, if you do not select this checkbox, it triggers a CTA after the next rule execution and CTA triggered from previous rule execution is closed. Admins can select the Create CTA once in the checkbox in the Create CTA action to prevent creating CTAs from the second instance of rule execution until the selected timeframe. If you do not select this checkbox, CTAs keep triggering as soon the previous triggered CTA is closed.

      Note: If a triggered CTA is deleted, a new CTA is triggered after the next rule execution irrespective of whether you select this checkbox or not.

      Please refer to this article for more information. 

      https://support.gainsight.com/SFDC_Edition/Cockpit_and_Playbooks/Admin_Guides/11_Creating_and_Closing_CTAs_from_Rules_Engine

       

      Please let me if you still need any help here.

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