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kumar janu
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May 7, 2026
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Need help with CTA Owner Assignment

  • May 7, 2026
  • 1 reply
  • 106 views

How can I create CTAs via rules engine in such a way that all the CTAs on different child with same parent account have the same CTA owner? 

    Best answer by mr255405

    Hey!

    Here’s what I think we’re looking to accomplish: 

    • Populate CTAs for several accounts that all roll up to a single Parent account.
    • All CTAs created need to have the same Owner

    If I am following this correctly, you could begin the Rule with a pull on the Company object that filters for just those accounts that where the Parent Account = [ID or Name of the account]. Once you have isolated those records, you can use the Setup Action and configure the Default Owner to be the desired User. 

    Note: you’ll need to include the Company ID (GSID) in the pull and the desired CTA owner needs to be a Gainsight User.

    Does this help? I hope I haven’t misconstrued the question and gone astray. 

    1 reply

    mr255405
    mr255405Answer
    Helper ⭐️
    May 7, 2026

    Hey!

    Here’s what I think we’re looking to accomplish: 

    • Populate CTAs for several accounts that all roll up to a single Parent account.
    • All CTAs created need to have the same Owner

    If I am following this correctly, you could begin the Rule with a pull on the Company object that filters for just those accounts that where the Parent Account = [ID or Name of the account]. Once you have isolated those records, you can use the Setup Action and configure the Default Owner to be the desired User. 

    Note: you’ll need to include the Company ID (GSID) in the pull and the desired CTA owner needs to be a Gainsight User.

    Does this help? I hope I haven’t misconstrued the question and gone astray. 

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