Skip to main content
melissa_i_959be6
melissa_i_959be6
Contributor ⭐️⭐️⭐️⭐️⭐️
Jun 15, 2017 8:51 PM UTC
Solved

Unable to configure Relationship layout for Global CTA types

It seems as though something was overlooked when Global/Account/Relationship CTA configurations were rolled out.  We are unable to configure the Relationship layout for Global CTA types.  So, if I have a relationship rule set up to create a global type CTA, I cannot configure the Relationship layout for these CTAs.  So the Relationship layout for these CTAs are frozen in time to what they were prior to the roll out of Global/Account/Relationship CTA configurations.
    nitisha_rathi
    nitisha_rathiAnswer
    Expert ⭐️⭐️
    Jun 16, 2017 5:34 AM UTC
    Hi Melissa,

    We can configure relationship layout for Global CTAs by marking a field as "Show in default CTA detail view" in relationship type configuration. When a relationship CTA is created using a global CTA type, in CTA detail view we will see Relationship tab and not Customer tab and the fields in the relationship tab will be picked up from "Show in default CTA detail view"  in relationship type configuration. I understand that this approach is not intuitive but we have challenges in showing this configuration in cockpit admin as different relationship types can have different linked fields. 



    Thanks,
    Nitisha
    View in thread

    3 replies

    nitisha_rathi
    nitisha_rathiAnswer
    Expert ⭐️⭐️
    Jun 16, 2017 5:34 AM UTC
    Hi Melissa,

    We can configure relationship layout for Global CTAs by marking a field as "Show in default CTA detail view" in relationship type configuration. When a relationship CTA is created using a global CTA type, in CTA detail view we will see Relationship tab and not Customer tab and the fields in the relationship tab will be picked up from "Show in default CTA detail view"  in relationship type configuration. I understand that this approach is not intuitive but we have challenges in showing this configuration in cockpit admin as different relationship types can have different linked fields. 



    Thanks,
    Nitisha
    Translate
    sai_ram
    sai_ram
    Expert ⭐️⭐️
    Jun 23, 2017 12:41 PM UTC
    Hi Mellisa, hope this issue is resolved.Let us know if you need more information. 
    Translate
    lila_meyer
    lila_meyer
    Gainsight Employee ⭐️⭐️⭐️
    Jan 9, 2018 10:49 PM UTC
    This info was added to the Federated Customer Management article. 
    Translate
    Lila Krutel, Dir. Global Education Services
    Terms & ConditionsAccessibility statement