Skip to main content
New Idea

Is there a way to create a secondary dependent picklist based on CTA Status

Related products:None
  • October 30, 2019
  • 7 replies
  • 92 views

Forum|alt.badge.img+2

Based on a CTA Closure Status (Example, Closed No Action), we would like to require a secondary picklist to be selected from (Example, reasons why the CTA was set to Closed No Action)

7 replies

mark_deegan
Forum|alt.badge.img+7
  • Contributor ⭐️⭐️⭐️
  • October 30, 2019

This would be nice. 


sai_ram
Forum|alt.badge.img+1
  • Expert ⭐️⭐️
  • November 11, 2019

Changed to Idea post and redirecting to our product team


mindym
Forum|alt.badge.img
  • Contributor ⭐️⭐️⭐️⭐️
  • June 3, 2021

This would be great - not particularly status in our use case but other CTA standard fields. I would love to be able to have CTA sub-types or sub-reasons but right now it’s impossible to have a sub-type or sub-reason picklist controlled by type or reason. Right now we’re trying to get 3 levels of data on type/reason (eg it’s a risk> it’s an implementation risk> here’s why it’s an implementation risk) but we’re really struggling to do that without being able to create sub-types or sub-reasons.


sriram pasupathi

Thank you for the feedback @mindym. The use case is valid but we haven’t heard a lot of customers asking for this. We will watch this post for further upvotes and pick it up accordingly in the roadmap.


bradley
Forum|alt.badge.img+8
  • Expert ⭐️
  • June 7, 2021

+1 for me!


mindym
Forum|alt.badge.img
  • Contributor ⭐️⭐️⭐️⭐️
  • July 14, 2021

@kate_peter  - this is the feature request we discussed. Because we can’t build sub-reasons the workaround that we’ve established is basically giving our reasons this naming convention “Reason 1: Sub-reason 1”, “Reason 1: Sub-reason 2”, etc. This is not going to be a good user experience though and is going to leave us with a long list of reasons the CSM has to scroll through in order. Please please can we get dependent picklist fields controlled by standard CTA fields. 


sriram pasupathi

@mindym Thanks for the use case. We will check what can be done here and try to incorporate dependency on standard fields.