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nadav_shemtov
nadav_shemtov
Contributor ⭐️⭐️⭐️⭐️⭐️
January 24, 2017
New Idea

Edit CTA type directly in Cockpit

Related products:CS Cockpit & Playbooks
  • January 24, 2017
  • 16 replies
  • 321 views
Thanks Lila.
Can we consider enabling end users to change the types of CTAs that they created?

Note: This conversation was created from a reply on: how do you change a type of a CTA after it is created?.

      16 replies

      Show previous replies
      andrew_cummins
      andrew_cummins
      Helper ⭐️
      November 9, 2020

      I can understand the reason for not implementing this right now but for CTAs created via Timeline entries they are always defaulted to what the admin has selected. It would be nice for the end user to modify the type when creating the CTA using Timeline via “tasks” on the timeline entry.  Here is the new post 

       

        sriram pasupathi
        sriram pasupathi
        Helper ⭐️⭐️
        November 19, 2020

        @andrew_cummins As mentioned in the quoted post, we understand your problem. Though not in the immediate roadmap, we will try to accomodate this in medium term roadmap (typically late H1 or early H2 2021). Thanks.

          bradley
          bradley
          Expert ⭐️
          March 5, 2021

          @sai_ram can we get this thread combined with this one and aggregate all the votes? 

           

           

          I don’t think this topic is getting the attention it deserves because it’s spread out over multiple requests. Frankly, I’m pretty surprised this wasn’t addressed in the Horizon update. One of my users asked about this and I had to do a double take when I realized not only was it not possible but this request has been on the books for FOUR YEARS.

           

          @darkknight How do I project the bat symbol to ask for help? :slight_smile:

            ivory911
            ivory911
            Contributor ⭐️
            December 7, 2022

            This is a GREAT suggestion!!  Giving end users the ability to change the Activity Type is HUGE and will save a lot of time if the initial type is incorrectly chosen, or has changed during the life of the CTA.  Thank you for your consideration.  

              TejkumarP
              Contributor ⭐️⭐️
              March 21, 2025

              I think it would be great at least if the super admin could edit the CTA Type

                pwalker
                Contributor ⭐️
                January 7, 2026

                Came across this as we are doing some reporting cleanup for 2026, and have 200+ CTA’s we need to update. Because our CSM’s have added activities to them, we have to duplicate them all with the new type and manually copy over activities on all of them. Would love for a way for this not to be so tedious on admins. 

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