Please make it so each Reasons is associated with a specific CTA Type

Hi Manu, I'm a bit confused. The way we envisioned this functionality would be that from the Administration > Call To Action settings we could make it so that a specific reason could only be used if the CTA type was already defined. For example if we want 10 reasons to only be available if the CTA type is a risk, how can we define this? Are you saying that is what categories are meant for? Should we align our categories to the types of CTAs we have?

That's not what categories are meant for. Categories are just a reporting construct to meaningfully group reason codes, etc. together. If you want to tie 10 reason codes to the 'risk' CTA type, you can select that type from the drop-down (screenshot I shared above) and start adding reasons. 'All' contains reasons that apply to all CTA types, not just risks.

OK so where are we able to find the functionality from the original request posted 2 years ago that I'm assuming Nitisha is referencing when she says this capability is now available. 

Just like we can associate playbooks to CTA types we should be able to do the same for Reasons. That was the original request. 

I agree Harris!

If I go to Admin and CTAs> and go to Call to action reason and move the drop down from All to Event, I see no records found. Are you saying I need to re-add all of them in each bucket and we'll accomplish what we are looking for?

Exactly, Megan! All existing reasons were migrated to 'All'. Whatever you add under 'Event' would be specific to that CTA Type.

Harris - This works exactly like Playbooks. You can define reasons specific to each CTA Type by selecting it from the drop-down, and you can have certain reasons that apply to all CTA Types under 'All'.

Manu, I went into the CTA reason and selected Event in the drop down, and reentered my CTAs reasons that I want solely for event, and now when I create a new CTA, and select type event, I see these reasons at the top, but I also still see the collective list in that view. The goal was to only see the Event type list as a shorter list. Am I doing something wrong? I can log a case too.

Hi Megan,

What reasons show up when 'Event' type is selected is controlled by (1) what you have configured solely for events (through the drop-down), and (2) what you have configured under 'All' (applies to all Types). I think you might be seeing more reason codes because of #2. Could you please check once?