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divya_sedimbi
Contributor ⭐️⭐️
May 23, 2017 12:07 AM UTC

How to update additional fields when closing a CTA via rules engine

I am using rules engine to close relationship CTAs that are open beyond  X days to set the status as 'Closed - Clean Up'. Along with this I would like to have another custom field on CTA to be updated as 'No Progression' .  Is there an option to set additional field updates while closing CTAs using rules engine? 

    6 replies

    sai_ram
    Expert ⭐️⭐️
    May 23, 2017 1:41 PM UTC
    Hi Divya,

    I am sorry, we don't support updating of custom fields while closing CTA's via rules engine. 
    To help you better,could you please give us the exact use-case you are trying to solve.
    What is the custom field type you are trying to update ?

    FYI...In 5.6 release, we are updating custom fields while creating CTA's via rules engine.
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    divya_sedimbi
    Contributor ⭐️⭐️
    May 23, 2017 5:18 PM UTC
    Thanks Sai. We have a disposition field that needs to be filled whenever a CTA is closed and this is enforced on the UI (marked as mandatory). For CTAs closed using rules, update to this field is required. The only work around I see is to have a workflow field update on CTA. Do you know if this option is in the road map?
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    sai_ram
    Expert ⭐️⭐️
    May 25, 2017 6:55 AM UTC
    Hi Divya,
    We have a workaround to achieve this use-case by creating custom formula text field in Call To Action object. 

    Below are the steps to create a custom formula Text field and populate value in it.
    1)Create new Formula Text Field



    2) Insert below formula as shown below screenshot
    IF(JBCXM__Stage__r.Name == 'Closed - Clean Up' , 'No Progression', 'False') 



    3) Create a report on "Call To Action" object as shown below to validate the results.


    Please let me know if you need help in creating the field 
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    divya_sedimbi
    Contributor ⭐️⭐️
    May 25, 2017 5:41 PM UTC
    Hi Sai, 

    This is an existing field and there are other use cases where disposition value can be set manually. As mentioned earlier, I have a work around with the workflow field update to set the value as 'No Progression' once the CTAs are closed with the rule. It  would be a good feature to have custom field updates from the rules engine.

    Thanks,
    Divya
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    lila_meyer
    Gainsight Employee ⭐️⭐️⭐️
    Jun 7, 2017 11:04 PM UTC
    Sai, do you mean this is no longer a problem in the current (5.6) release?
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    Lila Krutel, Dir. Global Education Services
    sai_ram
    Expert ⭐️⭐️
    Jun 16, 2017 9:49 AM UTC
    Hi Divya, Kicking this into an Idea post type , so PM has visibility to consider. 
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