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Question

Allow CTA Reason and Milestone to have same names

  • March 17, 2016
  • 2 replies
  • 34 views

darkknight
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I just discovered yesterday that I apparently cannot have a CTA Reason with the same System Name as a Milestone.  It gives me an error in both directions.

Existing CTA Reason, try to create Milestone Reason:





If I delete or change the name of the CTA Reason, I can create the Milestone.

Existing Milestone Reason, try to create CTA Reason:





If I delete or change the name of the Milestone, I can then create the CTA Reason.

Since these are located in separate areas of the tool, it would seem these should be independent of one another, but I cannot find in the documentation any explanation that there is a relationship between the two. It would be good if these two documents could be updated to reflect this:

Under Call to Action Reason: https://support.gainsight.com/Product_Documentation/CTAS_Tasks_and_Playbooks/Admin_Configuration/02_...
Adding a New Milestone: https://support.gainsight.com/Product_Documentation/Administration/General_Administration/Configure_...

But I am submitting this as an IDEA, because In order to keep things simple, we would like to be able to have Milestones that correllate to the same name as a CTA Reason without having to tag them separately, i.e. Dashboard Review - CTA, Dashboard Review - MS

2 replies

dstokowski
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  • Gainsight Employee ⭐️⭐️
  • March 17, 2016
Jeff-
The technical reason is that we actually store all of these values in the same object called PickList (and allows us to have you not need SFDC permissions to add/modify them).  You should change the SystemName (this is not the label) to make them unique.  This field is required to be unique within this object.

darkknight
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  • Author
  • Expert ⭐️
  • March 17, 2016
Ok thanks. Can the documentation be updated to make this clear?