Set custom close status when closing CTAs by CTA ID in Rules Engine

+1 to this. We recently ran into this issue where a CTA was deactivated and we wanted to close out the open CTAs with a “Closed by Ops” status. I was surprised that the status cannot be selected via Rules Engine

Update: We have hit a technical limitation and are trying to figure out a solution for this. We will keep you posted on the progress. Thank you for understanding.

+1 for this enhancement!  Please share a progress update @sriram pasupathi .

Thanks!

This is definitely something I would like to see fixed. I imagine the technical limitations have to do with different status options for different CTA types, but our use case would be solved even if it only allowed status options that are available on all CTA types. Or just add Type as a required identifier alongside the CTA GSID.

Supposedly that technical limitation was encountered 6 months ago though. Any progress since then?

Looking for an update here as well. It is a bummer how close to ideal this feature is, and then it isn’t. 

We are looking to close a subset of overdue CTAs as Closed - No Action and are unable to since we cannot adjust the criteria necessary for these particular CTAs. Being able to set the Closed CTA status and identify by CTA GSID would be incredibly helpful.

I understand Gainsight is looking to improve the ability to change CTAs using Rules and hope this is in scope on the near-term roadmap!  athenahealth has also struggled with wanting to use a unique status when identifying a CTA for closure with the existing framework.

@rakesh could you pl take a look?

Hi team,

I wanted to jump back to this thread and check if the “Update CTA Action” in the new “Horizon Rules” have helped solve the issue discussed above. Please let me know if there are any other concerns.

Thanks,

Monica 

Thank you for following up!  We love Rules Horizon for its features in Update CTA that allow us to set any status, including the Closed ones.  It is misleading that the action of Close CTA still does not allow for different types of Closed statuses and we wondered what its function is in the Horizon version?