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kiersti_felska
kiersti_felska
Contributor ⭐️⭐️⭐️
Jan 20, 2016 8:20 PM UTC
Solved

how do you change a type of a CTA after it is created?

what is the best way to change a type on a CTA after it is created?  We have some CSMs who created some with the wrong type and do  not want to lose their work but need it to reflect the right type for reporting purposes?
    lila_meyer
    lila_meyerAnswer
    Gainsight Employee ⭐️⭐️⭐️
    Nov 16, 2018 6:17 PM UTC
    The Idea post is here now: https://community.gainsight.com/conversations/edit-cta-type-directly-in-cockpit-5bc73e1de4b04588aaf86ef3

    Lila Krutel, Dir. Global Education Services
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    perry_rogers
    perry_rogers
    Contributor ⭐️⭐️⭐️
    Nov 16, 2018 4:52 PM UTC
    I was just told by Gainsight support that this is no longer possible through the Rules Engine. the only way to do it is manually, or rebuild all your old CTAs from scratch.

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    perry_rogers
    perry_rogers
    Contributor ⭐️⭐️⭐️
    Nov 16, 2018 4:53 PM UTC
    The link above no longer works. I dont think this is on the Gainsight radar anymore.

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    lila_meyer
    lila_meyerAnswer
    Gainsight Employee ⭐️⭐️⭐️
    Nov 16, 2018 6:17 PM UTC
    The Idea post is here now: https://community.gainsight.com/conversations/edit-cta-type-directly-in-cockpit-5bc73e1de4b04588aaf86ef3

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    Lila Krutel, Dir. Global Education Services
    SnowRider
    SnowRider
    Contributor ⭐️
    Sep 18, 2025 7:35 PM UTC

    Appears the link is no longer working

     

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