Problem Description:
Cannot have the exact same name CTA reason made available for more than one (but not for all) CTA Types.
Example: I want “Mergers & Acquisitions” to be added as a Reason for 3 out of 5 CTA Types. Currently this is not possible because I will need to add that to each of the 3 individual CTA Types, but this does not allow me to add the exact same reason. So, I have to do this as a workaround:
Add a Reason for CTA 1 = Mergers & Acquisitions
Add a Reason for CTA 2 = Merger & Acquisition
Add a Reason for CTA 3 = M&A
Requirement:
When we add CTA reasons under the “CTA Type: All”, it should list those CTA Reason and make them available for all particular CTA’s. When a CTA is selected in the “CTA Type” drop-down under the Cockpit Configurations, the one’s added under All should also be listed along with their specific Reasons.
These CTA reasons should be by default activated for all CTA Types, however, an admin should be allowed to either keep those CTA reasons Activated / Deactivated for individual CTA (even though they are added for All CTA type)
Note: CTA Reasons added under All should not be allowed to rename or deleted if “CTA Type” does not have “All” selected.
Example:
CTA = All
- Reason 1 - Active
- Reason 2 - Active
- Reason 3 - Active
- Reason 4 - Active
- Reason 5 - Active
- Reason 6 - Active
- Reason 7 - Deactivated
CTA = Early Warning
- Reason 1 - Active
- Reason 2 - Active
- Reason 3 - Deactivated (only for Early Warning)
- Reason 4 - Active
- Reason 5 - Deactivated (only for Early Warning)
- Reason 6 - Active
- Reason 7 - Deactivated (for all CTA types)
- Reason 8 - Active (only for Early Warning)
CTA - Churn
- Reason 1 - Active
- Reason 2 - Deactivated (only for Churn)
- Reason 3 - Active
- Reason 4 - Active
- Reason 5 - Active
- Reason 6 - Active
- Reason 7 - Deactivated (for all CTA types)
- Reason 9 - Active (only for Curn)
CTA - Adoption
- Reason 1 - Deactivated (only for Adoption)
- Reason 2 - Active
- Reason 3 - Active
- Reason 4 - Active
- Reason 5 - Active
- Reason 6 - Active
- Reason 7 - Deactivated (for all CTA types)
- Reason 10 - Active (only for Adoption)
)