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how can i link a case to a CTA?

Related products:None
jason_metzler
heather_hansen
waynedilworth
N
bradley
+3
  • jason_metzler
    jason_metzler
  • heather_hansen
    heather_hansen
  • waynedilworth
    waynedilworth
  • N
    Nalin
  • bradley
    bradley
  • sarahmiracle
    sarahmiracle
  • dayn.johnson
    dayn.johnson
  • dcassidy
    dcassidy
kiersti_felska
really would like same capability to link a case to a CTA like we do for opportunity?  since we cannot do this today.. what variable within the comments field may we use that will auto-populate the link to the case may we use for CTAs created by rules?  

    8 replies

    steve_davis
    Forum|alt.badge.img+2
    • steve_davis
    • Gainsight Employee ⭐️⭐️
    • 201 replies
    • June 3, 2016
    Kiersti,

    This is a known enhancement request. Case object doesn't have a "name field"... this is why we can't link them at this time. I have kicked this into an idea. 
    blynn_buckley
    1 person likes this
    • blynn_buckley
      blynn_buckley
    scott_sappenfield
    This is a great feature enhancement. +1
    kathleen_ting
    • kathleen_ting
    • Contributor ⭐️
    • 1 reply
    • November 1, 2016
    +1
    tony_luburic
    • tony_luburic
    • Contributor ⭐️
    • 2 replies
    • November 1, 2016
    I like this idea. 
    nitisha_rathi
    • nitisha_rathi
    • Expert ⭐️
    • 1134 replies
    • December 2, 2016
    Hi,

    Feature to link SF case to CTAs is available now.

    Thanks,
    Nitisha
    michelle_kim
    tony_luburic
    2 people like this
    • michelle_kim
      michelle_kim
    • tony_luburic
      tony_luburic
    tony_luburic
    • tony_luburic
    • Contributor ⭐️
    • 2 replies
    • December 7, 2016
    Good stuff! Thanks
    michelle_kim
    • michelle_kim
    • Contributor ⭐️⭐️⭐️
    • 23 replies
    • August 3, 2018
    Is there a video or documentation of how to do this?
    karl_rumelhart
    Forum|alt.badge.img+4
    • karl_rumelhart
    • Helper ⭐️⭐️⭐️
    • 460 replies
    • August 4, 2018
    We do. Video (Case specifically discussed about half way through):
     https://support.gainsight.com/Training_and_Videos/Training_Videos/Create_CTA_Forms_Using_Linked_Obje...

    Here is the standard documentation on CTA linked objects.  
    https://support.gainsight.com/Product_Documentation/CTAS_Tasks_and_Playbooks/Admin_Configuration/Con...

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