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eva_lau_af97b8
Gainsight Employee ⭐️
eva_lau_af97b8
Gainsight Employee ⭐️
September 7, 2016
Solved

Mandatory fields in CTA

  • September 7, 2016
  • 6 replies
  • 204 views
For the CSAM in Adobe, they would like the team will fill in certain fields when they talk to a customer and close a CTA. However, they are not able to ensure those fields are filled in because there is no setting to set the field mandatory. I believe this is a very common feature that we should consider soon. 
    Best answer by nitisha_rathi
    Hi,

    This feature is available now.

    Thanks,
    Nitisha

    6 replies

    nitisha_rathi
    nitisha_rathi
    Expert ⭐️⭐️
    September 8, 2016
    Hi Eva,

    This enhancement will be available in Fall release. Admin will be able to mark fields as mandatory while configuring CTA layout and a validation will be done before closing the CTA. The CTA will not be allowed to close unless all mandatory fields are filled.

    Thanks,
    Nitisha
      eva_lau_af97b8
      Gainsight Employee ⭐️
      eva_lau_af97b8Author
      Gainsight Employee ⭐️
      September 8, 2016
      thats awesome! is there any limitation on this one? Adobe links couple objects to the CTA. can we make those fields mandatory as well? or just CTA tab?
      nitisha_rathi
      nitisha_rathi
      Expert ⭐️⭐️
      September 9, 2016
      Hi Eva,

      No limitations, this feature will be available for linked objects too.

      Thanks,
      Nitisha
      nitisha_rathi
      nitisha_rathiAnswer
      Expert ⭐️⭐️
      December 2, 2016
      Hi,

      This feature is available now.

      Thanks,
      Nitisha
      schuyler_routt
      schuyler_routt
      Contributor ⭐️
      June 8, 2017
      Hi Nitisha,

      My CSMs are running into this issue closing CTAs with mandatory fields that aren't highlighted. As an Admin, how can I emphasize mandatory fields and or disable?

      Best,
      Schuyler
        sami.burk
        sami.burk
        Contributor ⭐️⭐️⭐️⭐️
        October 29, 2021

        Has the last comment on this thread been addressed or added to the roadmap?

         

        At this time, a user isn’t made aware that a field is ‘Close Mandatory’ until they attempt to close the CTA. While we can train the CSMs to address this issue, it is a lot to remember exactly which fields are required on all the different types of CTAs they encounter. It would be incredibly beneficial is there was some kind of indicator within the CTA for all fields that are ‘Close Mandatory’ while it is still open.

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