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Ability to Close a Task via Rules

Related products:CS Rules Engine
kaycee
  • kaycee
  • Contributor ⭐️⭐️⭐️
  • 18 replies
Currently you can only create a rule to close a CTA, but we have a use case that we are looking to use that looks at a field and closes a Task depending on the population of said field. 

    12 replies

    nitisha_rathi
    • nitisha_rathi
    • Expert ⭐️
    • 1134 replies
    • December 21, 2016
    Hi Kaycee,

    We are thinking in the direction of making CTA/ task creation and updation via rules engine more flexible. This enhancement will be a part of it. ETA to be decided.

    Thanks,
    Nitisha
    manmeet_dosanjh
    1 person likes this
    • manmeet_dosanjh
      manmeet_dosanjh
    heather_landgraf
    • heather_landgraf
    • Contributor ⭐️⭐️⭐️⭐️⭐️
    • 74 replies
    • December 21, 2016
    so you couldn't set a rule to say "if X sfdc field is not blank, then mark task as complete"?
    nitisha_rathi
    • nitisha_rathi
    • Expert ⭐️
    • 1134 replies
    • December 23, 2016
    Hi Heather,

    No, we cannot do this as of now but we will make enhancements soon.

    Thanks,
    Nitisha
    casey_matson
    • casey_matson
    • Contributor ⭐️⭐️
    • 8 replies
    • November 10, 2017
    Has this hit the roadmap yet? Would love to have this ability. 
    A
    1 person likes this
    • A
      ana_g
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    Forum|alt.badge.img+1
    • hitesh_sharma
    • Gainsight Employee ⭐️
    • 213 replies
    • November 13, 2017
    Hi Casey,

    As of now this enhancement is not in our near by roadmap.

    Have you tried using Mass Edit for closing tasks? 

    Let me know if this solves your use-case.

    Regards,
    Hitesh 
    phani_kumar
    martha_stuart
    2 people like this
    • phani_kumar
      phani_kumar
    • martha_stuart
      martha_stuart
    martha_stuart
    Forum|alt.badge.img
    • martha_stuart
    • Contributor ⭐️⭐️⭐️⭐️
    • 27 replies
    • December 8, 2017
    We would like this feature as well. As we have migrated to lightning and are now using the salesforce list views for CTA and CSTasks it would be great to be able to automatically close tasks of a closed CTA's since closing a CTA through a list view does not auto close the tasks. 
    A
    1 person likes this
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      ana_g
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    • hitesh_sharma
    • Gainsight Employee ⭐️
    • 213 replies
    • December 8, 2017
    Hi Martha,

    Same can be achieved from Cockpit page, any specific reason for using Salesforce view?

    From Cockpit page when you close any CTA, below pop-up will be shown, Clicking on Yes will close all the tasks under it. You can also configure the Task status in the Admin for the same.



    Let me know if you have any questions.

    Regards,
    Hitesh
    phani_kumar
    1 person likes this
    • phani_kumar
      phani_kumar
    cmultanen
    Forum|alt.badge.img+1
    • cmultanen
    • Helper ⭐️
    • 268 replies
    • November 7, 2018
    +1, our specific use case is that we would like to automatically close a task if a contact has opened an email associated with the task.

    A
    davebrown2242
    werickson
    3 people like this
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      ana_g
    • davebrown2242
      davebrown2242
    • werickson
      werickson
    R
    • Ricardogs18
    • Contributor ⭐️⭐️⭐️⭐️⭐️
    • 74 replies
    • March 10, 2021

    +100000
    We have a use case for this as well!
    When we send a welcome email to a customer, we would like the task to be closed out, through the rule.  None of this manual mumbo jumbo.

    sai_ram
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    davebrown2242
    4 people like this
    • sai_ram
      sai_ram
    • A
      ana_g
    • davebrown2242
      davebrown2242
    • K
      kbaltazar55555
    sriram pasupathi

    Hello everyone, this is currently not in the immediate roadmap. We will get back once we have a exact timeframe on when we would be able to deliver it.

    sai_ram
    1 person likes this
    • sai_ram
      sai_ram
    K

    +1000

    We also discovered many use cases for this function.  When we send emails/surveys to our internal partners, we would like for the corresponding task to be closed completed through our rules.  

     

    Thank you! 

    W
    • wyattfarino
    • Contributor ⭐️⭐️⭐️
    • 22 replies
    • June 23, 2022

    @sriram pasupathi any updates here?? I also have many use cases for this functionality.

    Reply


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