Add Template to Mass Edit

Yes! Call it a template or a scenario. We need this for efficiency and to avoid mistakes.

To just add a different way of saying the same thing:
Since Mass Edit seems to be based off the same fundamental technology as Reports, it'd be great to have the ability to "Save" the Mass Edits, the same way I can with Reports.

And a different way of reaching the same outcome: update the "Call to Action" Rule Action to be faaar more flexible:

• Identify CTAs by an unlimited number of "identifiers" stored on the CTA, on the Tasks, or in a Data Space that includes CTAs or Tasks
• Conduct any of a variety of actions on those CTAs or Tasks
• [i]This has been logged as a [i]separate feature request

Hi All,

Thanks for posting this idea, totally makes sense. We have added this in our roadmap. ETA to be decided.

Thanks,
Nitisha

Any updates on timing for this?  

With 5.5 release, You can close the CTA's based on any criteria. Read more about it here. Select the CTA's based on your criteria, and in close CTA action use the CTA Id to close them off.

Sundar - The link you provided doesn't work; it is linked to "enable-rules-engine-to-update-with-the-option-to-replace-features-comments-or-adding-to-them" which does not seem to be related to saving templates for mass edit.

Can you check on the link?

Thanks Kristin. Updated the link, jut wanted to link to feb release notes.

I don't understand how this is implemented. I don't see any capability to save a set of criteria defined in the Mass Edit tool as a template to reuse later on.

Can you clarify?

I think what Sundar is getting at is that the particular use case in the original description on this post was to [i]close a set of CTAs that meet certain stored criteria, and that can be now done using a Rule instead of Mass Edit. If you instead are using Mass Edit to change [i]other characteristics of CTAs, I don't [i]believe that a Rule can now be used in any different way than before.

That may be, but the entry is title "Add Template to Mass Edit", which is not implemented, and is desperately needed. When you are managing CTA assignment for over 100 AMs, and there is continuous onboarding with reassignments, it would be a huge time saver and avoidance of errors to have saved templates for repeated tasks.

@Sundar - To maintain visibility of this request, should I create a new entry? Or will you revert the status from implemented to something else.