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faust_belarmino
Helper ⭐️⭐️
August 27, 2019
Released

Change the Status of Success Plans Using the Rules Engine

Related products:CS Rules Engine
  • August 27, 2019
  • 15 replies
  • 626 views
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.

15 replies

Anil Raj Pujari
Helper ⭐️⭐️
August 12, 2021

Updating success plan via rules engine is in our medium term roadmap. We are trying to include the capability of updating status, owner, plan info fields and appending templates. 

carolyndibuono
Contributor ⭐️⭐️⭐️⭐️
November 23, 2021

@Anil Raj Pujari this would be huge! Would love to see this implemented. Thanks for keeping us updated.

Contributor ⭐️⭐️
May 10, 2022

@Anil Raj Pujari , Checking on any updates for this capability. 

mpatra
Helper ⭐️
October 5, 2023

Hi @linny75 ,

 

Update Success Plan Rule Action is already in production. You can find it in the new Horizon Rules. 

 

Let me know if the Rule Action is not solving any of your use cases and we can discuss that in detail.

 

Thanks,

Monica

Monica Patra | Senior Product Manager| Gainsight
mpatra
Helper ⭐️
October 5, 2023
Acknowledged→Implemented
Monica Patra | Senior Product Manager| Gainsight