Rules to update owner of CTAs

https://support.gainsight.com/SFDC_Edition/Cockpit_and_Playbooks/Admin_Guides/06_Mass_Edit_CTAs_and_Tasks

In filters: Select one Entity Type, one Relationship Type (for Relationship entity), and do not select CTA Type:
Status, Priority, and Reason actions will be active. Global CTA elements specific to entity type are available to make mass changes.
Reassign Ownership and Delete actions will be active to make mass changes.

Thanks Anthony.  I will try that out.  Still doesn’t solve the root problem of simply being able to create logic to do this via rules engine to update the owner, but nice to have more options.

Hi @mpatra 

 I'm looking to mass update the CTA owners to new CSM's for the 500 accounts which are present in my custom object/csv. Mass edit can't be used because we don't have criteria for those accounts to get it filtered.

Can you please let me know if 6.35 release has this functionality using rules engine? In the meantime, can you please confirm if we can achieve with external API and how?

best,

Hardik

Hi team,

For the above thread, we have enabled “Update CTA Action” in the new Horizon Rules. Please check out the new flow and let me know if that meets all of your requirements.

Thanks,

Monica

Hi Monica - Confirming this is working well! We were able to implement a rule to automatically re-assign CTAs using the new Horizon rules Update CTA action, and it will save us a lot of time. Now, when accounts get re-assigned, we can automatically re-assign the associated CTAs, apart from Objective type CTAs (which are not included in the action options currently).

Is it possible to bring the dynamic user reassignment capabilities within the Update CTA action to the Update Plans action, and also have the option to cascade the ownership change to Objectives and Tasks the way it is available in Mass Edit? This will allow us to automate the reassignment of Success Plans along with CTAs, and again save us time spent with mass edits.

For example, within the ‘Update CTA’ action, I can set the new owner of the CTA as the current account owner. But I cannot do this within the ‘Update Success Plans’ action. Unless I’m missing something?

Hi @JoelE ,

We will be bringing the dynamic assignment capability to Success Plan soon.

I will keep this thread updated with the ETAs.

Thanks,

Monica

That’s great to hear! Please let us know which release you are targeting. Also, let us know if there’s any help we can provide as far as testing in sandbox.

@sdrostgainsightcom - This is the thread I mentioned today during the office hours re: Success Plan assignment.

Hi,

The dynamic user reassignment capabilities has been introduced in the Update Success Plan action. I am closing this request. Please let me know if there are any questions.

Thanks,

Monica Patra