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sarahmiracle
sarahmiracle
VIP ⭐️⭐️⭐️⭐️⭐️
October 28, 2024
New Idea

Allow deactivation of playbook if the Success Plan template is also deactivated

Related products:CS Success Plans & Customer Goals
  • October 28, 2024
  • 1 reply
  • 37 views

I should be able to mark a playbook as Inactive when it is associated to an artifact that is also Inactive.

Instead, I get a message saying I can’t mark the playbook as inactive because it is being used in a success plan template (that has been deactivated...).

I should not need to remove the playbook from the Success Paln template in order to deactivate it.

 

 

    1 reply

    sarahmiracle
    sarahmiracleAuthor
    VIP ⭐️⭐️⭐️⭐️⭐️
    October 28, 2024

    This is actually a very frustrating user experience also because of: 


    Here’s what’s happening to me right now:

    Use Case: Deprecate a Success Plan template that is no longer in use along with related playbooks for the objectives in the template.

    User Steps:

    1. Deactivate Success Plan template and add deprecation prefix
    2. Navigate to Playbooks to deactivate playbooks associated with this template
    3. Unable to deactivate playbooks because they are used in the deprecated SP template
    4. Go back to the SP template to remove the playbook
    5. Cannot unmap the playbook - must either replace with existing or delete the task entirely

    This means I have no way of retaining the old SP template as deprecated while maintaining the objectives. I have to delete all the objectives so that I can deactivate the playbooks, meaning I will no longer have versioned SP templates to rely upon.

    Customer Success Systems Admin @ Amplitude, 3x Gainsight CS Ops Product Council Member
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