Helper ⭐️⭐️⭐️

Playbook Assignee At The Relationship Level

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One of my customers ran into an issue where the Playbook task owners needed to be driven from Relationship user lookups. It seems as the the task owner field on the Playbook Task object can still only be driven by Account and Customer Info user lookup fields. Is this on the roadmap?

sidhu

Gainsight Employee ⭐️

Without any doubt, this needs to be available. Keep showing us more gaps like this and we will definitely take them up.

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nitisha_rathi

Expert ⭐️⭐️

Hi,

This is implemented now! Relationship user lookups will work for all relationship CTAs, playbooks, tasks, success plans and success plan templates.

Thanks,
Nitisha

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joseph_siudzinski

Helper ⭐️

Hi Nitisha,
It looks like we still don't support picking GS relationship user lookups when configuring the playbooks.

This would be useful when there are two different users on a relationship and the task owners aren't necessarily the CTA owner.

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nitisha_rathi

Expert ⭐️⭐️

This seems to be a regression issue, we will fix it in a patch.

Thanks,
Nitisha

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smorrisgainsightcomAuthor

Helper ⭐️⭐️⭐️

Do you know which patch this will be in? I have a customer looking to utilize this functionality.

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nitisha_rathi

Expert ⭐️⭐️

Hi Scott,

Mostly this will be a part of March 9 patch, I will let you know if anything changes. Thanks.

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