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Concur request -- Allowing Mapped task fields (e.g. Task Type) to be added to Playbook Task Creation

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MayurGhiya
dayn.johnson
Daniele Cmty
Johnk
Ditte
+3
  • MayurGhiya
    MayurGhiya
  • dayn.johnson
    dayn.johnson
  • Daniele Cmty
    Daniele Cmty
  • Johnk
    Johnk
  • Ditte
    Ditte
  • timcavey
    timcavey
  • revote
    revote
  • Christian_
    Christian_

sdrostgainsightcom
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!

2 replies

elaine_cleary
  • Helper ⭐️⭐️
  • 303 replies
  • December 15, 2016
Q2ebanking had a similar request.  We could not accommodate so they are writing their own custom code.  I believe there are other posts requesting a similar capability:  https://community.gainsight.com/gainsight/topics/allow-task-type-mapping-when-syncing-activities-to-...

nitisha_rathi
  • Expert ⭐️
  • 1134 replies
  • December 19, 2016
Hi Scott and Elaine,

I agree that this is important but their are some technical challenges in solving this problem. We are looking into possibilities of solving this and plan to do it soon. I will keep you updated about the ETA.

Thanks,
Nitisha

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