Hi Team,
Is it possible to make a field uneditable for end user(Success plan session in c360) and can update value via a rule? Currently we are showing custom field with editable in Rule Success plan 2.0 action.
User want this field to be not editable by end user and have a Rule or Success Plan template populate it for them.
+11Yes, you can make the field non-editable on the C360 UI, but you typically cannot use a traditional rule with a Success Plan or a CTA Action to update. To update fields within a pre-existing Success Plan or CTA, my experience is that you must use the Success Plan API or theCall To Action API to update.
Updating/editing success plans via rules engine is in medium term roadmap. Currently, only creating success plan is possible via rules
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