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

  • May 23, 2017
  • 6 replies
  • 118 views

divya_sedimbi
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
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  • Expert ⭐️⭐️
  • May 23, 2017
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.

divya_sedimbi
  • Author
  • Contributor ⭐️⭐️
  • May 23, 2017
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?

sai_ram
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  • Expert ⭐️⭐️
  • May 25, 2017
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 

divya_sedimbi
  • Author
  • Contributor ⭐️⭐️
  • May 25, 2017
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

lila_meyer
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  • Gainsight Employee ⭐️⭐️⭐️
  • June 7, 2017
Sai, do you mean this is no longer a problem in the current (5.6) release?

sai_ram
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  • Expert ⭐️⭐️
  • June 16, 2017
Hi Divya, Kicking this into an Idea post type , so PM has visibility to consider.