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How do you make a rule not refire if a CTA is already closed but still meets the rule criteria?

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brandon
amanda_rudyj
jean.nairon
samantha_braastad
martha_stuart
+1
  • brandon
    brandon
  • amanda_rudyj
    amanda_rudyj
  • jean.nairon
    jean.nairon
  • samantha_braastad
    samantha_braastad
  • martha_stuart
    martha_stuart
  • blake_kenny
    blake_kenny
martha_stuart
We have a rule where reps are closing out the CTA but the criteria to make the rule fire is still valid causing reps to get the same CTA again. Does anyone have a good work around to ensure that a rule does not fire if already closed?

    3 replies

    sundar
    • sundar
    • Expert ⭐️
    • 534 replies
    • July 20, 2016
    This is part of the roadmap, will keep you posted on the ETA of this enhancement.
    dana_sander
    • dana_sander
    • Contributor ⭐️
    • 2 replies
    • October 4, 2019
    any update on this?

    sai_ram
    Forum|alt.badge.img+1
    • sai_ram
    • Expert ⭐️⭐️
    • 3727 replies
    • October 31, 2019

    @dana_sander We have an option called Create CTA once in: On the first instance of rule execution, a CTA is triggered as per rule configuration. In general, if you do not select this checkbox, it triggers a CTA after the next rule execution and CTA triggered from previous rule execution is closed. Admins can select the Create CTA once in the checkbox in the Create CTA action to prevent creating CTAs from the second instance of rule execution until the selected timeframe. If you do not select this checkbox, CTAs keep triggering as soon the previous triggered CTA is closed.

    Note: If a triggered CTA is deleted, a new CTA is triggered after the next rule execution irrespective of whether you select this checkbox or not.

    Please refer to this article for more information. 

    https://support.gainsight.com/SFDC_Edition/Cockpit_and_Playbooks/Admin_Guides/11_Creating_and_Closing_CTAs_from_Rules_Engine

     

    Please let me if you still need any help here.

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