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waynedilworth
Contributor ⭐️⭐️⭐️⭐️⭐️
August 27, 2025
New Idea

We need a "Load to CSTask" Action in the Rules engine - or bring it back?

Related products:CS Rules Engine
  • August 27, 2025
  • 1 reply
  • 35 views

We have a need to programmatically update tasks within existing CTAs on a regular basis - but there is no action in the Rules engine to Load to CSTask.  There seem to be remnants of notes about it existing once, but I am not sure why it would have been deprecated.

Our use case is ongoing, so using API to update the fields is not really an option, the only alternative I have found is to create a custom view with qualified records, then manually update them.  There must be an easier way.

Our current use case: 

CTA with 6 steps.  steps 3&4 are essentially the same, but contain different email templates for the CSM to choose from.  There is not a referenceable field to determine which of the 2 templates the CSM should use.  Once sends one of the 2 emails (task 3 or 4) - the other one is not needed.  They can check the other task as done (but that is not an accurate data point), or they can leave it open.  If they leave it open, then it is an overdue task in their cockpit until the CTA closes (and closes all remaining open tasks).

Simply put - if they complete task 3, I would want to delete task 4.  Or if task 4 is done, delete task 3.   we can do it through the UI, but a rule would be preferred - and we would need a Load to CSTask action to make that happen.  

This is not the only use case we have, but this is the most pressing one right now.

1 reply

charlotte.laviolette
Contributor ⭐️⭐️
July 8, 2026

Adding in my use case - I want to be able to update the priority on each task based on the due date of the task. I don’t want to have to write an API call for this… I need a easy button not a code for this workaround… just saying… 

Charlotte LaViolette