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katepalli
Gainsight Employee ⭐️
Gainsight Employee ⭐️
September 6, 2023
New Idea

Dropdown list field mapping in CTA rules.

Related products:CS Rules Engine
  • September 6, 2023
  • 4 replies
  • 201 views

Hi Team,

Currently, we are not allowing to map dropdown list field mapping in the CTA action in rules and the only option is to select the dropdown list values associated with that dropdown.

Can we implement dropdown list mapping in the CTA action in rules.

 

4 replies

christopher_sanderson
Helper ⭐️⭐️
September 6, 2023

As we mature, we are pushing our CSEs to follow better process. This allows us to automate next steps, which include opening new CTAs. If someone has entered info and we want to bring it over, dropdowns need to be included.

I even tried using the API, but that method also doesn’t allow updates.

Thanks for your attention!

Christopher

jcyoungkin
Contributor ⭐️⭐️⭐️
March 22, 2024

Plus-one to this request.

We’ve recently run into roadblocks with creating new workflows due to not being able to map a value to a dropdown field.

It’s important our teams choose from specified options, and leaving that a manual entry means reporting can get skewed.

 

Contributor ⭐️⭐️⭐️
September 6, 2024

Plus one to this. Should it be moved to Ideas so we can get product’s input on it?

travis_floyd
Contributor ⭐️⭐️⭐️⭐️
August 19, 2026

Definitely not a lot of activity on this Idea unfortunately.

I am in a position where this is causing me to have to build 18 different Critieria/Action combinations for the correct CTA Creations where it would have only require TWO of them if this functionality was consistent with the way that Rules Engine interacts with Pick-list (drop down) value assignments when writing to other Gainsight objects such as Company for example.  The inconsistencies in how functions work in Rules engine from one aspect area to another are extremely confusing and frustrating.

PLEASE take another look at this one.  Basically is is changing what field types would be allowed to reference for setting of a Pick-list (dropdown) in CTA actions.  This should not be a heavy technical lift to make this change.

Be excellent to each other.