Skip to main content
kyle_s
Contributor ⭐️⭐️⭐️
May 16, 2018
New Idea

Report on who closed CTA / Task

Related products:CS Cockpit & Playbooks
  • May 16, 2018
  • 17 replies
  • 299 views
GS allows reporting on what closed a CTA, who modified it last, who it was assigned to but not who changed the status of the CTA.

I would like to report the user who changes the CTA status 

    17 replies

    sagan_sherlin
    Helper ⭐️⭐️
    June 8, 2018
    +1 - This ties back into Jeff's request (link above in comments).
    angela_domenichelli
    Contributor ⭐️⭐️⭐️⭐️⭐️
    April 9, 2019
    Our CSMs would also like to see this field on the CTA itself. It is useful for the CSM to know who closed the CTA while they were on leave of absense, for example.

    Angela Domenichelli (She/Her/Hers)
    angela_domenichelli
    Contributor ⭐️⭐️⭐️⭐️⭐️
    July 21, 2021

    This is an active request for the athenahealth team.  Any updates on having a closed by field for call to action?

    Angela Domenichelli (She/Her/Hers)
    sriram pasupathi
    Helper ⭐️⭐️
    July 22, 2021

    @angela_domenichelli We have a “modified by” field for call to action. Does that solve your usecase?

    angela_domenichelli
    Contributor ⭐️⭐️⭐️⭐️⭐️
    July 22, 2021

    @angela_domenichelli We have a “modified by” field for call to action. Does that solve your usecase?

    That is what we are currently using, and is likely the person who closed the CTA, but is not specific to who closed it.  These are the scenarios where modified by does not meet our use case:

    1. Person A could close the CTA, then person B could modify it - for example, change the reason for reporting purposes.  The last modified person is Person B, but Person A closed the CTA. 
    2. If we run any automation after a CTA is closed, the last modified is System Administrator even though an individual closed the CTA.
    3. We cannot run reports with both open and closed CTAs and display a closed by field that would be null on open CTAs.  We always need to develop 2 reports in this situation, filtered on Open and Closed CTAs.
    Angela Domenichelli (She/Her/Hers)
    sriram pasupathi
    Helper ⭐️⭐️
    July 29, 2021

    @angela_domenichelli Understand your usecase. Thanks for the detailed information.

    Contributor ⭐️
    March 5, 2025

    "Hello, team. Are there any updates on the implementation of a 'Closed By' field for the call-to-action feature?"