Right now you can mark a CTA field as mandatory for when you close but I got a request from a customer to have the requirement when you create a CTA manually. The use case is to have CSMs be required to enter or select a Product from a picklist when creating or updating of a CTA or Objective.
New Idea
Required CTA field on creation
+7
Hi Alex,
Thanks a lot for sharing this use-case. Are these mandatory fields required for all CTA types or only for specific ones? Also how would this work when updating a CTA? (Do you mean that these fields cannot be empty at any point of time?)
Regards
+1+7I’ll defer to
It may be dependent on the type but I suppose giving the option to have it to for each type would be the most flexible.
In the specific scenario, I think it be always required even when updating the CTA.
Got it….so basically the fields cannot be empty at any point of time
I just ran into this myself. Use case is that the CTA is being used to request help from another internal team within Gainsight. We want to make additional fields required just on this CTA type so that the team gets all of the info that they need to fulfull the request, but we can’t do that.
+3This would be great to have along side “Close Mandatory”. For objectives, we want to require a custom field for “initial value” and for “target value” at the time of creation, but there is no way to enforce that
+4We would also like to be able to require fields on Objectives to track target values and value information.
+3Is there an update on this? I have a use case where my org would like to make a custom field that is not visible by default in the Default view section of a CTA required to ensure this field is not missed.
+3It would be great to see this feature added to the roadmap, we also have a use case where we want to use a CTA to be created to assign work to another teammate to request SME engagement support to the CSM and need certain custom fields to be mandatory upon creation
+9Any update on this 5 year old request? This seems like a pretty basic functionality other similar types of platforms or CRMs support.
Thanks for checking in!
+9Thanks for checking in!
Big if true! Any idea what the preview ability will look like? As in, our ability to kick the tires on it?
+11
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