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Contributor ⭐️⭐️⭐️
December 3, 2019
New Idea

Ability to Edit Success Plan Fields via Rules Engine

  • December 3, 2019
  • 23 replies
  • 439 views

While it is possible to create a  new success plan via the rules engine, it would be great to be able to update it or the Success Plan table as well. This would allow us to keep users in one place instead of having to jump back and forth between systems to make sure they have the most up to date information. 

 

Additionally, this would allow us to add additional details to a Success Plan and how it is tracking towards completion based on how we define progress (weighted values for each  Objective)

    23 replies

    sai_ram
    Expert ⭐️⭐️
    October 15, 2020

    @Tommy Thanks for sharing your views here!

    We do have plans to update success plans from the rules engine. Already one more with same request. 

     

    Contributor ⭐️⭐️⭐️
    February 3, 2021

    +1 Would be great to have the ability to update success plans from the rules engine.

    andreammelde
    Helper ⭐️⭐️
    April 29, 2021

    Not sure why this is marked as Workaround Available when the initial ask is not not available. We are not able to edit the Success Plan via rules engine

    Andrea Carroll
    Anil Raj Pujari
    Helper ⭐️⭐️
    May 27, 2021

    @andreammelde editing/updating success plan via rules engine is in the medium term roadmap.

    Expert ⭐️
    May 27, 2021

    Has anyone tried updating via API?

    Anil Raj Pujari
    Helper ⭐️⭐️
    June 10, 2021

    Hi 

    Please check this article on updating success plan via API for more help

    Contributor ⭐️⭐️⭐️
    August 31, 2022

    Hello,

     

    Is there any update on this? We are running into quite a few use cases where this would be helpful!

    Anil Raj Pujari
    Helper ⭐️⭐️
    September 1, 2022

    Update success plan rules action is in our short term roadmap and will be released along with horizonised rules engine

    KMitchell
    Contributor ⭐️
    November 18, 2022

    @Anil Raj Pujari That is great news. Do you have an ETA for when that would be rolled out?

    Kaitlyn Mitchell
    Contributor ⭐️⭐️⭐️
    November 24, 2022

    @Anil Raj Pujari Any update on the ETA? thks