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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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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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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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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Sai, do you mean this is no longer a problem in the current (5.6) release?

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Hi Divya, Kicking this into an Idea post type , so PM has visibility to consider. 

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