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rrobinson
Contributor ⭐️⭐️⭐️⭐️⭐️
September 4, 2025
New Idea

Allow Rule to apply the same Success Plan template more than once - feature parity with manual operation which allows unlimited repeat template to be applied

Related products:CS Success Plans & Customer Goals
  • September 4, 2025
  • 1 reply
  • 33 views

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

 

<support snip>

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.

</support snip>

 

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.

1 reply

dayn.johnson
VIP ⭐️⭐️⭐️⭐️⭐️
September 5, 2025

💯

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

Staff CS Content & Comms Manager, 2x Gainsight CS Ops Product Council Member