US Admin Office Hours (Tuesday session) - 01/03/23 - 1 pm PT / 2pm MT / 3pm CT / 4pm ET - Pre-session Thread

External Action to Update CTA Owner Part 2:  (fyi @ACT )

Once you’ve created your placeholder Connector, go to External Actions and start creating the API call:

1. When you select “Create Action”, name it “Update CTA Owner” or similar.
2.  It will ask which Connector to use -- use the placeholder connector you set up in the previous steps.
3. Under Basic Information, select PUT as the call type, and then put in your Gainsight URL with the CTA API info:   https://yourgainsightURLname.gainsightcloud.com/V2/cockpit/cta/
   1. (note the “v2/cockpit/cta/” at the end must be added to your Gainsight URL -- screenshot below of what it looks like in my “demo” Gainsight org: 

      

4. Then add the below code to your Payload section:

{
    "requests": [
        {
            "record": {
                "referenceId": "1", 
                "Gsid": "{{CtaGsid}}",
                "OwnerId": "{{NewOwnerId}}",
                "ownerCriteria": "ALL_OPEN_TASKS"
             }
        }
    ]
}

1. NEXT STEP -- Headers Information section - there will already be a header for “Content-Type = json” there.  ADD ANOTHER HEADER (click the Plus sign), name it “accesskey”, and then paste in the API code from your “Gainsight API” connector: 

   

2. For the “Fields” section, leave them as they appear in the above screenshot.
3. Under “Advanced Config Info”, set the counter “3”.

Save the new External Action and then see what it looks like when you add it to a Rule as the “Action” to act on when you hand it the CTA IDs and new Owner IDs that you fetch with the rule.

That should get you set up and ready for us to look at it on Thursday!  Good luck!