Load to Standard or System Objects with Real Time Rules actions

Editing my use case: I’d like to reference the date that a CTA was changed to High priority, and I’d like that date to be populated as soon as the priority is changed to High. Ideally, I could do this through real time rules by identifying when the change occurs and loading it to the Call to Action object as soon as it occurs.

I’m starting to warm to realtime rules in general and have found them very useful in the limited use-cases currently supported by the OOTB config - I’d love to see the supported Topics and Actions expanded to further increase the relevance of these rules.

As it stands, I think the most common reason people turn to these is for change tracking on individual fields - which is great, but we could do a lot with a CTA trigger or the ability to update data in other areas. Currently the only way to leverage realtime rules to those ends is to have it write updates to a holdover MDA and then write a standard rule using that MDA as the source, which feels like extra steps.

Another example -- when CSM changes, update CTA Owner

+1 !!! I’d like to be able to use RTR to reassign CTAs from the old CSM to new CSM directly within Gainsight. Being able to update CTAs from RTR and use CSM change as the trigger rather than having to call external API would be way more beneficial and user-friendly. 

RTR has the potential to be way more powerful so I look forward to seeing what comes next 😁

+1!!! Updating the CSM as owner of a CTA when it changes would be super helpful.

Why is this still not a thing? 

I simply do not understand the logic behind only allowing the ability to update custom Gainsight objects. It makes the use of RTR extremely limiting.

Not only why is this still not a thing… why is it still a “new idea?”

The “update CTA owner when CSM changes” is just one of MANY potential use cases. And it would be a HUGE time saver.

I was shocked to realize this was not a thing. Our use case is that I created a CSM Manager lookup on our Company object. (due to the three-level limitation in Report Builder - see below for that issue that would make my whole use case I’m about to talk about blissfully obsolete...)

I would like to be able to have a Real-Time rule update this CSM Manager lookup whenever the Manager updates in Gainsight - i.e. the source of truth, which is the Manager GSID nested under the CSM lookup. As it is now, I instead have to update this standalone CSM Manager lookup with a rule, which causes a lag on our global filters and other reports where we’re forced to use this extraneous lookup.