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Question

Field to be Mandatory upon Closing while CTA creation

  • November 11, 2020
  • 8 replies
  • 223 views

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  • Gainsight Employee ⭐️
  • 4 replies

Hi Team,

 

Cutomer has set mandatory fields upon close under the CTA Type. The issue we are seeing is if the CTA is created manually and the status is put into Closed during the creation process it doesn't generate the error message that these fields are required.

 

Thanks,

Abhishek

8 replies

sai_ram
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  • Expert ⭐️⭐️
  • 3727 replies
  • November 12, 2020

@abhi1289 Is this happening with new UI or the Old one?


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  • Author
  • Gainsight Employee ⭐️
  • 4 replies
  • November 13, 2020

I was been told that this was never implemented so irrespective of new/old we can see this


sriram pasupathi

@abhi1289  Can you please let us know why the user would like to close the CTA even before it is created? What is the use case here?


  • Contributor ⭐️⭐️⭐️
  • 20 replies
  • January 12, 2022

I can speak to this one becaue we have this same issue.  There are some activities that we need recorded for reporting purposes but have already been complete when the CSPM creates the CTA.  Rather than creating the CTA and closing in two steps they mark it closed at the time it was created.  I’ve been told in that circumstance Close Mandatory will not work.  


zach_davis
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  • Helper ⭐️
  • 77 replies
  • August 10, 2022

@tracyhigginsyoung Did you ever find a solution to this? We’ve recently discovered the same issue and it seems to be a bug IMO.


  • Contributor ⭐️⭐️⭐️
  • 20 replies
  • August 10, 2022

Unfortunately no solution on our end.  

 


  • Contributor ⭐️⭐️⭐️
  • 20 replies
  • August 10, 2022

I referenced wrong ticket… can’t figure out how to delete this comment.


  • Contributor ⭐️⭐️⭐️
  • 20 replies
  • August 10, 2022

We created a report for the closed CTAs that have missing data and ask the CSPMs to update. 


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