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angela_domenichelli
angela_domenichelli
Contributor ⭐️⭐️⭐️⭐️⭐️
May 1, 2023
New Idea

Static text / images / links in Plan Info of Success Plans

Related products:CS Other Features
  • May 1, 2023
  • 1 reply
  • 27 views

We love the ability to add fixed text and images to Dashboards and have a use case to allow this in Success Plans on the Plan Info page.  The problem to solve is providing CSMs the necessary support to work a Success Plan.  These are the options we have explored today and their limitations:

Success Plan Field populated by Rule

Is editable by CSM

Impacts field limitation on Plan Info page
Company field populated by rule More complex configuration than above with same limitations

 

    1 reply

    angela_domenichelli
    angela_domenichelliAuthor
    Contributor ⭐️⭐️⭐️⭐️⭐️
    June 12, 2024

    At OnseStudyTeam this continues to be an issue.  I have a Success Plan field that is populated by a Rule that says “Do Not Change” but there is actually nothing preventing a user from changing it.  If I make the field un-editable, I cannot add anything to it with the Rule.  In this use case, a Company field would not be an option because there is a 1:many relationship between the Comapny and the Success Plans.  Please close this product gap.

    Angela Domenichelli (She/Her/Hers)
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