Released
Change the Status of Success Plans Using the Rules Engine
We can create Success Plans using rules.
We can close Success Plan objectives using rules.
But we can't close or change the status of Success Plans using rules.
I think having the ability to close Success Plans using the rules engine would be beneficial. We could close the success plans based on specific usage data or healthscores, we could automatically close success plans if a client decides to cancel, we could change the status of the success plan depending on certain fields we build out, etc etc.
We can use rules to create success plans... it makes sense for us to have the ability to close success plans using rules as well.
We can close Success Plan objectives using rules.
But we can't close or change the status of Success Plans using rules.
I think having the ability to close Success Plans using the rules engine would be beneficial. We could close the success plans based on specific usage data or healthscores, we could automatically close success plans if a client decides to cancel, we could change the status of the success plan depending on certain fields we build out, etc etc.
We can use rules to create success plans... it makes sense for us to have the ability to close success plans using rules as well.