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Gainsight Employee ⭐️
gschardan
Gainsight Employee ⭐️
May 26, 2022
New Idea

CTA Field must be editable to be used in Rules, but then the value can be changed in the CTA

Related products:CS Rules Engine
  • May 26, 2022
  • 5 replies
  • 174 views

Posting for a customer.

 

The use case is that they are wanting to use a CTA field in a rule additional field to assign a default a value but the only way to accomplish this is to make the field editable.

The issue is that if the field is editable then the CSM or end user is able to change the default value.

 

A workaround is: You are able to change the field back to un-editable to resolve the issue if the rule is only fired once, but for a scheduled rule this does not work.

 

Is it possible to allow the fields to be added in the rule and set a default value, but not be editable where the end user can change the value?

    5 replies

    jparker
    jparker
    Contributor ⭐️⭐️⭐️⭐️⭐️
    May 27, 2022

    I was literally just searching for how other people have dealt with this situation, so I’m glad to see it was just requested by someone else.

    I can use the workaround this time, but it would be great if all CTAs fields can be tokenised in the Setup Action page in Rules Engine even if they’re not editable by end-users in their Cockpit.

    Thanks

    Jon

    Looking for my next role: Gainsight Lead / CS Ops Product Council Member. Let's connect: https://www.linkedin.com/in/jon-parker/
    johntrask_bt
    johntrask_bt
    Helper ⭐️
    June 27, 2022

    I would also love to see this. We use custom fields and would love to be able write a specific ID to be referenced later in a DD job. Or add the function to be able to make fields hidden? 

    JohnTrask
    andybuchanan
    andybuchanan
    Contributor ⭐️⭐️⭐️⭐️
    April 11, 2023

    This is a common pain point. For reporting/filtering/ etc purposes you’d want to be able to default certain fields and not have CSMs or users be able to edit later on.  Only thing you can do is put all those fields in a different “group” of fields and hope that the CSM follows instructions and does not edit.  Really would help to have this feature where only Rules Engine could edit certain fields.

    Andy
    sacha
    sacha
    Contributor ⭐️⭐️⭐️⭐️⭐️
    July 22, 2023

    Bump, this would be way cooler if you didn’t have to leave it as editable.

    HollySimmons
    HollySimmons
    Helper ⭐️
    March 19, 2025

    Same issue with programs, can’t populate the CTA fields unless they are marked as editable, but we dont want end users changing the value. 

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