Ability to create success plan objectives and tasks via rules engine

Applying/appending multiple templates to existing success plan via rules engine is the medium term roadmap. Upvotes will help in prioritising - “creating/updating objectives in the success plan via rules” - for the future roadmaps. 

@Anil Raj Pujari  this would be very helpful to trigger new objectives to an existing success plan. this has 30 upvotes - at what point is it considered high enough voted to be added to a roadmap?

@andreammelde apparently it’s also a 6 year old request 

it’s so popular a new request gets created every couple of years :)

This is going to be big for us too. We’ve been going through a whole initiative of having sales understand and document the customer’s objectives prior to the sale. We want those objectives to be created as objectives within the success plan automatically when that opportunity is closed won. While there is some standardization that could lend its way towards templates, some of the objectives are also very specific and details captured within them that should go into the success criteria or other fields on the objective CTA. In short, templates are not going to work for us. Instead, CSMs will have to manually create their success plan objectives based on work that has already been done by the sales team and should be loaded in automatically

What’s the reasoning on not allowing objective CTAs to be created in the rules engine? Is it a technical limitation? Is it that Gainsight doesn’t see the use case? 

Because this thread is 6 years old and has more votes than most. I think it’s pretty clear: we need the ability to create Objective CTAs in the rules engine! I hope this isn’t getting looked over because it is labeled as “partially fixed”. I’m not even sure what part of it has supposedly been fixed

@anirbandutta can you send help?

We would get benefit from this too! We have several products that could be sold and having them generate when a success plan is already created would be great.

@Anil Raj Pujari could you take a look when you’re back

Hi @mindy @bradley 

Appending templates while updating existing success plans via rules is in short term roadmap. But I understand the requirement is to directly copy the objectives stored in a different object and paste them as CTAs in a specific success plan, let’s call it “customer objectives” success plan. The challenge here is

1. since objectives captured by sales and Success Plans are two different objects/tables without any direct mapping, how does the user configure a rule such that only the “customer objectives” success plan is populated with the objectives (A company could have multiple Success Plans with similar name and within the same SP type). One way to narrow down to “customer objectives” success plan is filter by company, success plan type, status and name. In this case too there could be more than one Success Plan which matches the criteria hence all those success plans will updated with new CTAs. 

We are evaluating few solutions but there are not in immediate roadmap.

It’s not so much about copy and pasting objectives from sales into CTAs, it’s about being able to say “if criteria A is met, assign Objective CTA 3. If Criteria B is met, assign Objective CTA 2.” That sort of thing.

Similar to how a non-Objective CTA is assigned today, but in this case more of a sub-action within a Success Plan Rule Action (at least in the context of the initial creation of a success plan).

@revathimenon send help, again, please :)