We have a field on the GS Relationship that we'd like to add to the Activity Timeline to use for triggering CTAs. I understand it's not possible to write data to the Timeline using Rules Engine, so would like to understand what our options are. Thanks!
Question
Add field to the Timeline from GS Relationship
+2If it's a field that the CSM would update manually, you can create that custom field on the Timeline activity type: https://support.gainsight.com/Timeline/Admin_Guides/Configure_Timeline_View_for_C360_and_R360#Add_New_Custom_Fields_to_Activity_Layout
If it's a field that the CSM won't be changing and is part of the GS Relationship record for that account/relationship - then use a bionic rule to bring that data in along with the relevant timeline data as your source data when building your rule that creates the CTA.
If it's a field that the CSM won't be changing and is part of the GS Relationship record for that account/relationship - then use a bionic rule to bring that data in along with the relevant timeline data as your source data when building your rule that creates the CTA.
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