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meenal_shukla
Gainsight Employee ⭐️⭐️
Nov 27, 2018 9:17 PM UTC
Question

The CSMs want the CTA status to move to 'Work in Progress' when the first playbook task is completed.

What's the best way to accomplish that? Is there an OOB functionality/setting they should be using?

5 replies

darkknight
Expert ⭐️
Nov 27, 2018 9:31 PM UTC
Unfortunately I don't believe there is a way to do what you're asking. They would have to manually change the CTA status to Work in Progress. This would be an enhancement request.

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Jeff Kirkpatrick
joel_peasley_285d9f
Contributor ⭐️⭐️
Nov 27, 2018 10:12 PM UTC
This is something I have been asking for without much success.

https://community.gainsight.com/conversations/syncing-cta-status-in-progress-with-task-status-5bc73e16e4b04588aaf86895

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srinivasa_pulagam
Helper ⭐️⭐️
Nov 28, 2018 6:17 AM UTC
Hi,

We don't have any built in functionality to do this currently. But, if you want to achieve this using Salesforce process builder, I have attached a video on how to do this .



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meenal_shukla
Gainsight Employee ⭐️⭐️
Nov 28, 2018 5:23 PM UTC
Awesome Srinivasa! Lila Meyer and the docs team, can we have a support article to do this currently with the process builder with the video that Srinivasa added?

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Outplay. Outwit. Outlast.
darkknight
Expert ⭐️
Feb 22, 2019 5:39 PM UTC
This is most definitely not a solution. Just a workaround.

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Jeff Kirkpatrick