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heather_hansen
VIP ⭐️⭐️⭐️⭐️⭐️
April 27, 2023
Development

Horizon Rules - Update CTA Should Include Linked Object

Related products:CS Rules Engine
  • April 27, 2023
  • 6 replies
  • 141 views

I’m trying to use Horizon Rules to update some existing CTAs to add a Linked Object.  It appears I’m not able to access the Linked Object in the Update Action.

My use case:  We’re trying to do some clean up on CTAs that weren’t linked, and I’ve uploaded a list of the CTAs with the Linked Object ID in S3, and want to use a rule to add it to the CTAs via the CTA GSID.

 

6 replies

matthew_lind
VIP ⭐️⭐️⭐️⭐️⭐️
May 1, 2023

If Linked Objects aren’t accessible in the CTA Actions, that would have a substantial impact on the ability of Gainsight users to quickly understand the underlying cause and information regarding automatically-generated CTAs. 

Making people their best....currently disguised as a CS Ops Architect. How can I contribute to your success?
shambhawi
Helper ⭐️
May 2, 2023

@mpatra 

mpatra
Helper ⭐️
May 24, 2023

Thank you so much for your feedback @heather_hansen and @matthew_lind !

This is part of our near-term roadmap and we will be working on it soon. 

I will keep this thread updated with the status of the feedback.

 

Best,

Monica

Monica Patra | Senior Product Manager| Gainsight
mpatra
Helper ⭐️
May 24, 2023
No Status→Planned
Monica Patra | Senior Product Manager| Gainsight
darkknight
Expert ⭐️
September 28, 2023

Critical!

Jeff Kirkpatrick
Stuart
Helper ⭐️⭐️
June 26, 2024

I have a scenario where this would have been useful; in order to make changes for CSQL configuration, I had to delete all the records in the GS Oppty object, make the changes, then resync from SFDC.  As the GSIDs on the GS Oppty MDA no longer existed, the linked object for existing CTAs broke.  If the ability existed to update the Linked Object GSID via rule action, we would have been able to make the admin changes in the backend without causing an end-user facing issue.