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Hi all,



As it stands today, when closing CTAs by CTA ID, the status of the CTA is closed under the default Close Status as it is configured within Admin > Calls To Action > Status.



As an  enhancement request, could users be able to select a CTA Status of their preference, even when closing CTAs by CTA ID within the Rules Engine? Are there any technical limitations that would prevent this?



Thanks!

Josh

@davebrown2242  and @matthew_lind 

Is the new “Update CTA” action not able to help you with changing the status of the CTAs? If yes, I would like to understand the scenarios that are not working for you.

Thanks,

Monica

I see your workaround, @mpatra . It’s a bit confusing and unintuitive that you can’t use “Close CTA” to close a CTA when you want to set a custom Closed status. 

This was, at best, a very odd implementation of the request. Are there plans to remove the “Close CTA” type of action? Or amend it so you can set a custom status?

What’s worse, is neither documentation page seems to be up to date or clear on how this can be accomplished:

https://support.gainsight.com/gainsight_nxt/03Rules_Engine/Rules_Engine_(Horizon_Experience)/Set_Up_Rules_Action_Types/Close_CTA_Action_Type

https://support.gainsight.com/gainsight_nxt/03Rules_Engine/Rules_Engine_(Horizon_Experience)/Set_Up_Rules_Action_Types/Update_CTA_Action_Type

 

Right now, this community post seems the best place for information on this topic, and it is still marked as a new idea. @revathimenon can we get this updated and maybe have the docs team review current behavior so there is accurate and formal official documentation on this? Thanks!

@vaishali_rawat - could you please take a look at the above?

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