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lane_h
lane_h
Helper ⭐️
May 20, 2016
Discovery

Closing CTA Tasks from Rules

Related products:CS Rules Engine
  • May 20, 2016
  • 14 replies
  • 222 views
We are working through setting up a few playbooks for our teams. There are a few tasks in each playbook we would like to have closed if certain tags appear on a Zendesk ticket. Because of our Zendesk data is in MDA, I'm struggling to get the rules written correctly to close a specific task based on the criteria.

Is it possible to close CTA Tasks from Rules or can we only close CTAs from rules?

      14 replies

      Show previous replies
      cmultanen
      cmultanen
      Helper ⭐️
      September 16, 2020

      Is this actually implemented? Mass Edit seems to be the only option here and it is a manual process. 

      Ricardogs18
      Contributor ⭐️⭐️⭐️⭐️⭐️
      March 10, 2021

      I do not think this was actually implemented, I tried doing this through the rules and it closed the whole CTA.

      sriram pasupathi
      sriram pasupathi
      Helper ⭐️⭐️
      April 8, 2021

      Hello everyone, this is currently not implemented and not in the immediate roadmap. We will get back once we have a exact timeframe on when we would be able to deliver it.

        davebrown2242
        davebrown2242
        Helper ⭐️
        June 22, 2021

        The good news is that I can achieve this with SFDC, but it would be great to support our teams in remedial admin tasks based on rules. This is a good thing to implement as it would save us GS Admins/Ops a lot of time going back and forth with SFDC Development. #CSOps

        +1

        DB
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