Skip to main content
rish_singh
rish_singh
Contributor ⭐️⭐️⭐️
August 14, 2017
Question

CTA for offboarding

I'm trying to create a CTA for when a customer's Account type changes from Customer to Expired/Terminated. Is this possible to configure via the Rules engine? If so, how?

    3 replies

    alex_legay
    alex_legay
    Helper ⭐️⭐️⭐️
    August 15, 2017
    Hi Rish,

    Hopefully we can have some other inputs here but here are my thoughts.

    One way to do this would be to load the status to a new field called Previous type daily with one rule and then have another rule running to check to see if the current type is different from previous type.

    Does anyone else have any other thoughts on how to do this?
    Translate
      sai_ram
      sai_ram
      Expert ⭐️⭐️
      August 16, 2017
      HI Rish, The above use-case can be achieved with single rule and multiple actions. Please let me know if I can reach you through email.
      Translate
      rish_singh
      rish_singhAuthor
      Contributor ⭐️⭐️⭐️
      August 16, 2017
      Sure, my email is rish.singh@sailpoint.com. Thanks.
      Translate
      Terms & ConditionsAccessibility statement