Updates to Playbooks

Forum|Forum|9 years ago
October 27, 2016
28 replies
488 views

A lot of our processes are still in flux, so we're constantly making updates to playbooks and success plan templates. It would be great if when you made changes, there was an option to push that change out to all open existing versions of that playbook or Success Plan. Maybe a checkbox or a button that asks if you'd like to apply the changes everywhere?

Show previous replies

shiv_kumar_katiyar

Gainsight Employee ⭐️⭐️

I too got a support request from one of the customer - how to bulk update email templates in existing CTAs? That Email Template is part of Email Task which in turn part of a playbook applied to lot of CTAs.

shiv_kumar_katiyar

Gainsight Employee ⭐️⭐️

Hi JAM,

Today while working on one of the customer request, I found that you can apply a playbook to a CTA by a rule(if not applied).

Based on the identifiers used in the CTA action, CTAs are up-serted (Type and Reason are default identifiers). If there is an existing CTA that matches the identifiers, then it is updated.

While updating:

Priority is updated if the new Priority is higher than the existing CTA's priority.
Chatter/Comments are updated based on the "Post update to chatter and/or comments" flag.
If existing CTA does not have a playbook and the new CTA has a playbook, then the playbook will be applied.

I used the above trick and made the CTA name as identifier along with (Type and Reason as default identifier) and playbook got applied.

Here is a demo I did-

heather_hansenAuthor

VIP ⭐️⭐️⭐️⭐️⭐️

Making some updates to playbooks, and this is on my mind again. Just wanted to put it back on the radar.

darkknight

Expert ⭐️

This is a pretty highly voted request. Can we get a comment from Product on how soon this will get on the roadmap? Lack of this ability creates extra work for CSMs and Ops both.

Jeff Kirkpatrick

nitisha_rathi

Expert ⭐️⭐️

Hi All,

We understand the importance of this ask and this is definitely on our roadmap but may not be available until June. I will post further updates once I have more clarity on ETA.

Thanks,
Nitisha

alex_legay

Helper ⭐️⭐️⭐️

@nitisha_rathi
Any updates on an ETA? I’ve seen more customers where they have tasks already created and it is a lot of work to manually replace the playbook depending on the amount of tasks where the template needs updating.

aditya_marla

Helper ⭐️⭐️⭐️

Hi Alex,

This is something that is definitely there on our roadmap but unfortunately, it's not there on our short-term roadmap. I will keep you updated as an when we make any progress on this.

gunjanm

Expert ⭐️

This has also come up with adjustments on task due dates as success plans are refined. Customers would like the option to mass adjust existing plans and open tasks to the refined cadence of steps.

On this specifically, updating the SP Due Date and even the capability to make Objectives and tasks due dates dependent on the Active Date (SP Status = Active) would be amazing.

Huge +1 for this entire idea and thread though. @jean.nairon @CurtisValentine @mathieu.brillon @jesse_reyes @sacha @foster.sean92

Gunjan