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kiersti_felska
kiersti_felska
Contributor ⭐️⭐️⭐️
July 27, 2016

task due date based on another field in SFDC

  • July 27, 2016
  • 4 replies
  • 69 views
I need to base a task due date off of another field within SFDC ... but i do not have a choice on the date field within a playbook to select another date field... any ideas on how we could do this?  

      4 replies

      manu_mittal
      Gainsight Employee ⭐️
      manu_mittal
      Gainsight Employee ⭐️
      July 27, 2016
      Makes sense, Kiersti. We'll consider this along with similar enhancements to the Rules Engine CTA action and Objective/Tasks in Success Plan templates.

      Thanks,
      Manu
      cmultanen
      cmultanen
      Helper ⭐️
      January 5, 2018
      Hi there, any update on if this will be included in a future release? It would be nice if we could set due dates for CTAs/Success Plans based on fields like "contract start date" or "next renewal date". 
      shiv_kumar_katiyar
      shiv_kumar_katiyar
      Gainsight Employee ⭐️⭐️
      May 16, 2018
      Hi There,

      I too got a similar requirement from one of the customer, so just wanted to check in the status of the request. To be precise the requirement goes like this-

      1. If there is a way to set the due date of a Playbook based off of other fields, that would be ideal. 

      2. Alternatively, if it is possible to set the CTA Due Date in the Rules Engine (Action: Call to Action) based on a field that would work as well. 
      And as per the current behavior, we couldn't achieve this use-case but I will be posting this as a feature request onto our Gainsight portal so that it can be considered by our Product team.
        rob_deaderick
        rob_deaderick
        Contributor ⭐️⭐️
        April 9, 2020

        Hi, 

        Any update on this item?  

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