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New Idea

Customize Create CTA Window by Type

Related products:CS Cockpit & Playbooks
  • August 28, 2024
  • 1 reply
  • 23 views
tzundelgainsightcom
jean.nairon
tracy
patti_arsenault
  • tzundelgainsightcom
    tzundelgainsightcom
  • jean.nairon
    jean.nairon
  • tracy
    tracy
  • patti_arsenault
    patti_arsenault

gunjanm

Especially with the new Cockpit Redesign, it would be ideal if we could:

  • Customize what shows in the Create CTA window
  • Customize open mandatory fields
    • I know this works a little differently where if you require a field on CTA object, every existing record must have that field populated. This is silly also, and should be replaced with ,“if that old record gets updated, require that field to be populated”. 
    • The existing functionality of close mandatory fields on a CTA has very limited use cases.
  • Allow this customizability by CTA Type

We have plenty of customizability on fields etc that are associated by lookup and association such as Status, Reason, etc. But those are more about data organization; this is about the end user.

1 reply

benwanlessmenlo
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  • Contributor ⭐️⭐️⭐️⭐️⭐️
  • 115 replies
  • September 3, 2024

Such a great idea. 

Different fields are important for different CTA types, wouldn’t it be great to highlight this in the UI?


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