While I’m excited for recent advancements in CTA with the recent release, there are still some pretty glaring flaws in CTAs and Cockpit as a whole.
This one remains a big problem:
and it also conflicts with the “require on create” enhancement that was just rolled out. Because guess what? Lookups you add won’t honor your search criteria at all.
Which brings us to the Associated Person feature. This is essentially a 1:Many version of a lookup field on Company Person.
I mention the above post because it’s essentially the same problem, except instead of the possibility of doing it (just not with filters) you simply cannot do it at all.
To recap:
Consider the existing workflow now:
- Admin configures Associate Persons
- End-User starts to make a CTA
- Save the CTA
- Return to/reopen the newly created CTA
- Search/input the now curated info into the field search.
Note: You also cannot add Associated Person to a Cockpit view, so they can not be managed there either.
VS the ideal state.
- Admin sets up Associate Persons
- End-User starts to make a CTA
- End-User searches via the curated list and can create the CTA successfully.
Can we please address this and the above issue together? It seems that even the most recent release didn’t wholistically improve the CTA/Cockpit experience despite the much overdue enhancements.
Also related:
