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kaycee
kaycee
Contributor ⭐️⭐️⭐️
December 20, 2016
Open

Ability to Close a Task via Rules

Related products:CS Rules Engine
  • December 20, 2016
  • 12 replies
  • 220 views
Currently you can only create a rule to close a CTA, but we have a use case that we are looking to use that looks at a field and closes a Task depending on the population of said field. 

      12 replies

      nitisha_rathi
      nitisha_rathi
      Expert ⭐️⭐️
      December 21, 2016
      Hi Kaycee,

      We are thinking in the direction of making CTA/ task creation and updation via rules engine more flexible. This enhancement will be a part of it. ETA to be decided.

      Thanks,
      Nitisha
        heather_landgraf
        heather_landgraf
        Contributor ⭐️⭐️⭐️⭐️⭐️
        December 21, 2016
        so you couldn't set a rule to say "if X sfdc field is not blank, then mark task as complete"?
        nitisha_rathi
        nitisha_rathi
        Expert ⭐️⭐️
        December 23, 2016
        Hi Heather,

        No, we cannot do this as of now but we will make enhancements soon.

        Thanks,
        Nitisha
        casey_matson
        casey_matson
        Contributor ⭐️⭐️
        November 10, 2017
        Has this hit the roadmap yet? Would love to have this ability. 
          Gainsight Employee ⭐️
          hitesh_sharma
          Gainsight Employee ⭐️
          November 13, 2017
          Hi Casey,

          As of now this enhancement is not in our near by roadmap.

          Have you tried using Mass Edit for closing tasks? 

          Let me know if this solves your use-case.

          Regards,
          Hitesh 
            martha_stuart
            martha_stuart
            Contributor ⭐️⭐️⭐️⭐️
            December 8, 2017
            We would like this feature as well. As we have migrated to lightning and are now using the salesforce list views for CTA and CSTasks it would be great to be able to automatically close tasks of a closed CTA's since closing a CTA through a list view does not auto close the tasks. 
              Gainsight Employee ⭐️
              hitesh_sharma
              Gainsight Employee ⭐️
              December 8, 2017
              Hi Martha,

              Same can be achieved from Cockpit page, any specific reason for using Salesforce view?

              From Cockpit page when you close any CTA, below pop-up will be shown, Clicking on Yes will close all the tasks under it. You can also configure the Task status in the Admin for the same.



              Let me know if you have any questions.

              Regards,
              Hitesh
                cmultanen
                cmultanen
                Helper ⭐️
                November 7, 2018
                +1, our specific use case is that we would like to automatically close a task if a contact has opened an email associated with the task.

                  Ricardogs18
                  Contributor ⭐️⭐️⭐️⭐️⭐️
                  March 10, 2021

                  +100000
                  We have a use case for this as well!
                  When we send a welcome email to a customer, we would like the task to be closed out, through the rule.  None of this manual mumbo jumbo.

                    sriram pasupathi
                    sriram pasupathi
                    Helper ⭐️⭐️
                    April 8, 2021

                    Hello everyone, this is currently not in the immediate roadmap. We will get back once we have a exact timeframe on when we would be able to deliver it.

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