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Would like to disable the check box to close a CTA in Cockpit

  • July 26, 2017
  • 5 replies
  • 19 views
michael_sweeney
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 This customer has several “Closed” statuses for  CTAs and Tasks. But when a TSM assigns a custom “Closed” status then checks the box, it automatically assigns  to “Closed Successful”.In this case the customer would like to not allow them to check the box but manually assign a closed status.
jean.nairon
michael_sweeney
dave_boulos

5 replies

H
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  • hitesh_sharma
  • Gainsight Employee ⭐️
  • July 26, 2017
Hi Michael,

The Check Box can be used to Close the CTA with the Default Closed status, if the Customer has different default Closed Status then that can be changed in Cockpit Configuration,



Click here for more info 

Regards,
Hitesh
heather_landgraf
  • heather_landgraf
  • Contributor ⭐️⭐️⭐️⭐️⭐️
  • June 11, 2021

there should be an option to have NO default for the check box - and then when checked the options in the drop down would show up to select.

sai_ram
sriram pasupathi

@heather_landgraf Just to confirm, do you mean you want the user to be asked what dropdown value they would like to choose when closing ?

heather_landgraf
  • heather_landgraf
  • Contributor ⭐️⭐️⭐️⭐️⭐️
  • June 21, 2021

@heather_landgraf Just to confirm, do you mean you want the user to be asked what dropdown value they would like to choose when closing ?

Yes

sai_ram
sriram pasupathi

Thank you @heather_landgraf for the clarification.

sai_ram
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