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Contributor ⭐️
March 16, 2023
New Idea

Additional Owner field in Call To Action rule creation

Related products:CS Cockpit & Playbooks
  • March 16, 2023
  • 1 reply
  • 48 views

Hi,

Currently in CTA rule creation, we have a primary owner and a default owner field, we would like to have a secondary owner field.

So if the primary owner is NULL, then the secondary owner should be assigned. If primary and secondary owner fields are NULL then the default owner should be assigned.

 

Thanks

 

 

    1 reply

    One_Tew
    Contributor ⭐️⭐️
    March 16, 2023

    I know this can be done today by having multiple actions with extra criteria on each action, but this would be a nice quality of life improvement.

    I also think it could be especially handy in cases where you would like to set a user group/pool as a fallback in the event that the customer doesn’t have someone assigned to the role that is being used for the primary owner.