Ability to Modify CTA type after creating CTA in cockpit

@Saichand Moturi thanks sharing your request here. It has been restricted because the form gets changed based on the selection of CTA Type. I mean the fields get changed based on the selection of CTA type. 

I will once again check with the product team on this. Thanks!

Hi @sai_ram , 

Customer has logged one more ticket checking the feasibility of this request. Kindly have a look at the same and confirm the feasibility

“Do you have the ability to change the CTA Type in the back end for a CTA that already exists? For the ones that would change, there would be no change to the form.

The issue is that we open risks as one type and then need to change them to a different type as we understand the problem better.”

@sahil_nazir As Sairam has mentioned, the fields related to each CTA type completely change and all that information will be lost when the CTA type is changed. We would suggest to create another CTA and provide the link of this CTA (in the description or a custom field) of the new CTA to maintain context.

It would be really helpful to be able to switch a CTA Type, especially from "Activity" to "Risk". To be able to switch, I have to close a CTA, and start a new one from scratch. Many activities do not start as a risk and simply creating a new CTA is time consuming, especially if the activity has many tasks, comments and timelines associated to it. A conversion into a Risk workflow would be quite a nice feature.  Please give a rethink. 

This is really needed. So many reasons why someone (or via a rule) the wrong type is used and we want to clean things up and align to new processes. 
 

My understanding is the reason it’s not possible is because "different CTAs have different fields" , but that's only true on the front end of the CTA layout. All fields are available to all CTA types if you e.g. add them to the cockpit view and update there, so no reason why the data can’t stay and just be hidden on the layout. 

If we have to change the reason and status at the same time in order to ensure those are available on the new type then so be it, we would just change the Type, and then select the right Status and Reason too (if the ones already selected are no longer valid) before being able to save.