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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

    anirbandutta
    Expert ⭐️
    November 25, 2022

    I’ll have Anil update tentative ETA but I can confirm that horizonised rules engine is in the final stages of being made available… so this is coming up.

    It's an opportunity for engagement
    Anil Raj Pujari
    Helper ⭐️⭐️
    November 25, 2022

    Update Success Plan rules action will be released with Horizonised Rules Engine which is going beta soon. 

    anirbandutta
    Expert ⭐️
    November 28, 2022

    Seems to be a good forum you can check about the specifics

    It's an opportunity for engagement