Since we cannot assign multiple Objective Templates to a Success Plan via Rules Engine (at least not in an easy, automated fashion), we are creating an Objective Template for each permutation. However, even this task is difficult because we cannot clone Objective Templates and need to fully recreate it even if we are simply adding one extra Objective to it. This creates additional and unnecessary overhead.
+13Gunjan
1 person likes this
Cloning success plan ie. copying plan info, objective CTAs and task is part of the current roadmap, hence should be available soon. Also, currently admin can apply multiple templates when creating success plan via rule engine.
1 person likes this
+2Thanks for the engagement Gunjan, Anil!
+13As for applying multiple templates - my understanding of this is that the SP Name acts as the identifier and that there is no way to prevent updating the status and owner, meaning the rule MUST incorporate these in the dataset. Is that correct? Can you point me towards any other documentation that clarifies the best way to approach multiple templates?
The problem here is when we are creating SPs for different product mixes, we may have a “base” template” but are creating templates for each permutation. This easily results in 50+ templates required for each Success Plan type.
+7Allowing Rules Engine to interact in a meaningful way with Objective CTAs would probably help ameliorate this: instead of a complex network of templates per SP, you could just dynamically assign your objective CTAs based on your external data instead 
+13
+13Any updates on this?
+13Hi
+4
+2Things shift continuously… thanks for tagging me to this post, let me look up the latest. Thank you.
Hi
This is also something we are taking up along with the Admin Redesign project. It is under development. We are going to send out communication for Beta soon. We thank you for your patience with the Admin Redesign Project. I will keep this thread updated once we have the Beta Communication Out.
Thanks,
Monica Patra
Monica Patra | Senior Product Manager| Gainsight
1 person likes this
Planned→IN DEVELOPMENT
+2The following idea has been merged into this idea:
All the votes have been transferred into this idea.
All the votes have been transferred into this idea.
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.