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.
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:
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.
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.