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New Idea

Add Relationship to Already Created CTA

Related products:CS Cockpit & Playbooks
  • December 16, 2024
  • 4 replies
  • 69 views

bradley
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Today, once a CTA has been created as a Company CTA, you cannot add a Relationship to it, even if that CTA Type is available for that particular relationship.

This means, that as a user, if you created a CTA and forgot that step, or you want to retro-actively add it due to a new workflow, you would have to delete that original CTA and create a new one. This is not idea, because 1) that is an obscene amount of extra work to add a value to a field 2) You would lose out on the original metadata including, but not limited to - the original CTA created date, original due date, task completed dates, etc.

 

If I have an already created CTA, the OOB Relationship field should be editable as long as that CTA type is available for that Relationship type. 

Even creating secondary, duplicate lookups is a waste of time because then you have two places to enter in the same data and it gets to be a confusing mess. The fact that we cannot change this makes for a poor use experience and a very inflexible design that doesn’t allow for admins to cater to complex and/or evolving business needs.

4 replies

dayn.johnson
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  • VIP ⭐️⭐️⭐️⭐️⭐️
  • December 16, 2024

This is just common sense.

Take my upvote!


TMaier
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  • Helper ⭐️
  • February 5, 2025

Seems like a reasonable request, no notes.


Sashank Goparaju
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This suggestion highlights a fundamental design/functionality gap that directly impacts the usability of the product. We've observed that this issue has caused challenges for our users, making it harder for them to effectively utilize this feature. I strongly support this idea and recommend prioritizing it in the product roadmap to enhance the user experience and address this critical need.


rrobinson
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  • Contributor ⭐️⭐️⭐️⭐️
  • April 20, 2026

Any updates? This would significantly improve many work flows