New Idea
Add the ability to update CTA status from Rules Engine
We have a need to update the status of CTAs to "In Progress" once any task has been completed on the CTA. Currently, a CTA will stay in a "New" status until it is manually updated by the CSM or edited through Mass Edit.
For tracking and reporting, we'd like to know how many CTAs are truly "New" (e.g. never been worked on) vs. "In Progress" (e.g. some action has been taken, but not all tasks completed). Our CSMs would also like to be able to filter New and In Progress quickly without having to manually update the status for each CTA.
Mass Edits are not reoccurring so it would have to be a manual process for an admin. Rules Engine would be ideal but currently the "Call to Action" function in "Setup Action" will not change the status of an existing CTA (it can upsert to other fields but status cannot be changed via Rules - confirmed both internally and with Gainsight Support). Adding this capability to Rules Engine would allow an admin to schedule a rule to run everyday to modify the status to align CTAs with their current progress.
This is similar to the request here but specific to adding functionality to Rules Engine to have more control over updating the status (Rules could be used to update to any status vs automation to change to In Progress specifically).
For tracking and reporting, we'd like to know how many CTAs are truly "New" (e.g. never been worked on) vs. "In Progress" (e.g. some action has been taken, but not all tasks completed). Our CSMs would also like to be able to filter New and In Progress quickly without having to manually update the status for each CTA.
Mass Edits are not reoccurring so it would have to be a manual process for an admin. Rules Engine would be ideal but currently the "Call to Action" function in "Setup Action" will not change the status of an existing CTA (it can upsert to other fields but status cannot be changed via Rules - confirmed both internally and with Gainsight Support). Adding this capability to Rules Engine would allow an admin to schedule a rule to run everyday to modify the status to align CTAs with their current progress.
This is similar to the request here but specific to adding functionality to Rules Engine to have more control over updating the status (Rules could be used to update to any status vs automation to change to In Progress specifically).