Edit: I found that rules engine is not capable of this from the following post. Would still like to know if someone has a better use case for my problem... https://community.gainsight.com/conversations/removing-tags-via-rule-5bc73e1be4b04588aaf86cb1
Does anyone know how to add/remove tags through the rules engine, or is it not possible? This would be a good way to label accounts based on in-system attributes rather than the longer way of creating new fields for this use case.
For some high level background, we are looking to label accounts for an "implementation watch" if one or more products they own does not show a status of "in production". We are an on prem software without usage data so filling in implementation status by account is manual and only for our top x accounts.
Any other ideas are welcome!
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Hi Jake,
Did you try using a custom picklist field on the account object to achieve this use case?
Regards,
Jitin
Did you try using a custom picklist field on the account object to achieve this use case?
Regards,
Jitin
Reply
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