New Idea
Use CTA Name in the "create CTA in x days" logic
It would be great to customize your logic when using the "create CTA once in X days" option. Right now it says it uses Account ID + Rule ID + Action ID. However, I think it should use CTA name at minimum so it can handle tokenized information. But it would be even more valuable to pick what fields (i.e. type, reason, name, etc) factor into it. Right now there isn't a clean way to handle this unless you are using linked objects but that doesn't always make sense depending on the CTA you are trying to create.
Hi Joe,
Thanks for sharing this. If the name as identifier is checked then it would work. Agree that we need to give more configurability around identifiers....do you think reason/status/playbook would be enough or do you see cases you would also need custom fields to be identifiers
Thanks for sharing this. If the name as identifier is checked then it would work. Agree that we need to give more configurability around identifiers....do you think reason/status/playbook would be enough or do you see cases you would also need custom fields to be identifiers
+2Hi Aditya,
I think reason/status/playbook may be less important but still valuable to add. My example had to do with creating a CTA linked to another record - i.e. Case ID. Since you can't use the Linked Object ID as an identifer, tokenizing case ID/Number/Any unique in the CTA name and then using that to only create one CTA per unique record, would get us what we need. Using the linked object ID may end up being eaiser actually.
I think reason/status/playbook may be less important but still valuable to add. My example had to do with creating a CTA linked to another record - i.e. Case ID. Since you can't use the Linked Object ID as an identifer, tokenizing case ID/Number/Any unique in the CTA name and then using that to only create one CTA per unique record, would get us what we need. Using the linked object ID may end up being eaiser actually.
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