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?
Solved
Need help with CTA Owner Assignment
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.
+1Hey!
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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