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Can the rule engine provide feature parity to manual operations on SP templates when applying additional templates?

 

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Success Plan templates in Gainsight can only be applied once to a Success Plan through the rules engine, which is a confirmed limitation. This means that while you can apply templates manually multiple times, the rules engine restricts this functionality, and there is currently no option to remove this limitation.

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Success Plan Action Type - Gainsight Inc.

Append Templates: Select the templates that you want to add to the Success Plans. New templates are added to the list of existing templates. The templates that have already been applied are not applied again.

 

This unexpected limitation has halted various process flows, it seems odd to have this limitation when it is possible manually without restriction.

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If we’re looking to bring MORE automation, Rules Engine needs to have all the same functionalities available through manual methods. #ProductParity