+4Is it on the roadmap to give the option to close Success Plans/Tasks via the Rules Engine? I understand there is the option with Mass Edit. But there are times when it would be easier to have a Rule that looks for X and closes those items out. Rather than relying on an Admin to check every so often.
If this is already out there, could someone provide the document? =)
Thanks!
+11+at least 2
The use cases that come immediately to mind include:
Having this in the Rules Engine, akin to CTA Closure functionality, would increase automation options.
Now that I’ve campaigned for a UI-centric solution,
Updating success plan via rules engine is in our short term roadmap. Admins can setup a rules action to update the status, owner, or any attribute of the success plan.
+11Excellent
Hi
+8Great question I’m subscribing. It's something we can't wait to hear updates on!
+2Wondering if the Beta participants for Horizonized Rules engine
+3
There is an issue with the action in Beta where it does not work if you do any steps to transform or merge data so frankly it is pretty useless in the current state of Beta. I’m hoping they get it fixed by release.
I have a different solution that we are using to update certain fields using an external API that comes back into GS to update. So I can run the rule and determine what needs to be changed and use the API to update, but it is definitely more complicated than just using a rule action. This includes updating the status
+1Definitely having a rule is always easier than mass edit. I also periodically go to mass edit to close out rules, and use the same conditions. But then I have to set up the same conditions every time, which could easily run in the background with a rule instead.
+11Just to stir the pot a bit: I’m still very much behind more admin automation to close Success Plans, though there’s an interesting Process question underneath this functionality request:
Why do we need this feature in the first place? Put another way, what part of closing a Success Plan isn’t valuable enough or isn’t impactful enough for CSMs, such that we need to automate the closure of the Success Plan?
+1^ 100% agree
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