Skip to main content
seth
seth
Expert ⭐️
April 24, 2018

Mass Edit custom CTA fields

  • April 24, 2018
  • 14 replies
  • 136 views
I just added a checkbox field to CTAs, called "Action is Optional". (Some CTAs are generated as FYIs for the CSMs, and it's not expected that they would close them. I want to give them a very easy way to filter their Cockpit, without going so far as to create a separate CTA Type for "Risks that you don't need to act on".)

I'd like to update this checkbox on the existing CTAs. Mass Edit would be great for this, except it doesn't allow you to edit custom fields on CTAs. I'll have to use DataLoader, which is unfortunate since it's a pain.

Thanx!

      14 replies

      Show previous replies
      H
      Gainsight Employee ⭐️
      hitesh_sharma
      Gainsight Employee ⭐️
      April 24, 2018
      Hi All,

      Hiding Call to Action and CSTask from Load to SFDC was intentional, reason being we already have Create CTA action that loads data to CTA.

      We do have a plan to let Admin select what all fields can be updated, but thats still in Ideation phase.

      Regards,
      Hitesh
      H
      Gainsight Employee ⭐️
      hitesh_sharma
      Gainsight Employee ⭐️
      April 24, 2018
      Hi Seth,

      To answer your Question, yes its expected. Any field marked as Read only will be hidden from Rule Engine (similar to how it behaves when we manually Create CTA)

      Workaround: Make the field editable so that its visible in Rules Engine (same as what you are doing now)

      Quick Question: How often will there be an need to Update field thats marked Read Only in Admin ?

      Regards,
      Hitesh
      seth
      sethAuthor
      Expert ⭐️
      April 24, 2018
      Thanks Hitesh!

      Would it work fine if I made the field not read-only, then added it to the Rule, then made it read-only again? I want the Rule to be able to set the field, but don't want our CSMs to be able to edit it.

      I can't say that I have a pile of other use cases to offer, but I would say that it [i]seems like, in many cases that an admin would want to set a CTA field as read-only when being displayed, they would want to be able to update that field [i]themselves in a Rule.
      AI Transformation @ Gainsight
      H
      Gainsight Employee ⭐️
      hitesh_sharma
      Gainsight Employee ⭐️
      April 26, 2018
      Hi Seth,

      Rules Engine always reads latest information from Cockpit Admin, so i would have to say No to that. 

      I will discuss this with PM & team, and will update you if this gets added in roadmap

      Regards,
      Hitesh 
        Terms & ConditionsAccessibility statement