Playbook Assignee At The Relationship Level
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?
+1Without any doubt, this needs to be available. Keep showing us more gaps like this and we will definitely take them up.
Hi,
This is implemented now! Relationship user lookups will work for all relationship CTAs, playbooks, tasks, success plans and success plan templates.
Thanks,
Nitisha
This is implemented now! Relationship user lookups will work for all relationship CTAs, playbooks, tasks, success plans and success plan templates.
Thanks,
Nitisha
+2Hi 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.
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.
This seems to be a regression issue, we will fix it in a patch.
Thanks,
Nitisha
Thanks,
Nitisha
Do you know which patch this will be in? I have a customer looking to utilize this functionality.
Hi Scott,
Mostly this will be a part of March 9 patch, I will let you know if anything changes. Thanks.
Mostly this will be a part of March 9 patch, I will let you know if anything changes. Thanks.
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