New Idea
Concur request -- Allowing Mapped task fields (e.g. Task Type) to be added to Playbook Task Creation
Hello all -
Opened a ticket first to see if there was a workaround (https://gainsight.zendesk.com/agent/tickets/18395)
and no dice, so launching the enhancement request here.
Here's the use case: when sync'ing tasks to SFDC from Playbook tasks, Concur requires the TYPE picklist on SFDC Tasks to be set to various types they've set up (Email, Call, etc). This is the native Type field that comes on SFDC tasks object.
We've created a "Type" custom picklist field on CSTask with values to match the SFDC task types.
We've set the default to "Other" in SFDC so that we don't have a problem with a null picklist.
THE REQUEST is that when creating playbooks, we can't add field to the "layout" of the tasks in the Create Playbooks UI, so the correct Type can't be pre-selected for sync to SFDC on a task-by-task basis.
Surprised this use case hasn't come up before - allowing the CTA tasks to be more fully pre-filled-in on custom fields added to CS tasks.
Anywhere on the roadmap? Need more details? Let me know - thanks!
Opened a ticket first to see if there was a workaround (https://gainsight.zendesk.com/agent/tickets/18395)
and no dice, so launching the enhancement request here.
Here's the use case: when sync'ing tasks to SFDC from Playbook tasks, Concur requires the TYPE picklist on SFDC Tasks to be set to various types they've set up (Email, Call, etc). This is the native Type field that comes on SFDC tasks object.
We've created a "Type" custom picklist field on CSTask with values to match the SFDC task types.
We've set the default to "Other" in SFDC so that we don't have a problem with a null picklist.
THE REQUEST is that when creating playbooks, we can't add field to the "layout" of the tasks in the Create Playbooks UI, so the correct Type can't be pre-selected for sync to SFDC on a task-by-task basis.
Surprised this use case hasn't come up before - allowing the CTA tasks to be more fully pre-filled-in on custom fields added to CS tasks.
Anywhere on the roadmap? Need more details? Let me know - thanks!
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