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jim_barker
Contributor ⭐️⭐️
May 26, 2021
Parked

Success Plan, CTA, and Timeline - Update Rules

Related products:CS Success Plans & Customer Goals
  • May 26, 2021
  • 5 replies
  • 98 views

We have many, many customers who have needs to update these very critical objects: (1) CTA; (2) Success Plans; (3) Timeline from a bionic rule and there is limited/no ability to do so.

 

Please make this available.  The needs arise when you build out processes and need to trigger changes due to other updates.  Rules does a great job of finding what the update should be, but there is no ability for this.

 

 

5 replies

sai_ram
Expert ⭐️⭐️
May 26, 2021

@jim_barker sorry for the inconvenience, thank you for sharing your request here. 

Could you please help withthe use-cases for the above requirement, this would help for me to discuss more with product team. 

 

Anil Raj Pujari
Helper ⭐️⭐️
May 27, 2021

@jim_barker 

From success plans perspective, editing success plans via rules engine is in mid term roadmap. Could you please elaborate what options you would like when editing/updating success plans via rules. 

sriram pasupathi
Helper ⭐️⭐️
May 28, 2021

@jim_barker For cockpit too, we have planned updates via rules engine in our medium term roadmap. Thanks.

mpatra
Helper ⭐️
August 21, 2023

Hi @jim_barker ,

 

Both Success Plans and Cockpit Update actions have been delivered as part of the Horizon Rules Revamp.

 

I am marking this idea as partially complete. Please let me know if your use case is not solved with the updates.

 

Thanks,

Monica

Monica Patra | Senior Product Manager| Gainsight
mpatra
Helper ⭐️
August 21, 2023
Response from Customer→Partially Fixed
Monica Patra | Senior Product Manager| Gainsight