Capture a date from custom date field while closing CTA
CS Cockpit & Playbooks
We want to capture the EBR date.
Currently, rules allow you to capture the date when the CTA is closed only.
Yet, often the CTA close date is different than the EBR date.
It will be great if we could have a custom field on the CTA and capture the date entered in it.
Here are 2 examples why capturing the CTA Close Date doesn't suffice:
- There are additional tasks that are done after the EBR meeting (e.g., send summary, follow up on action items, etc.). The CTA close date will not represent the EBR date.
- A user was on a business trip, and close the EBR CTA when back in the office. Again, the Close Date no longer represent EBR date.
Thanks,
Einat
Currently, rules allow you to capture the date when the CTA is closed only.
Yet, often the CTA close date is different than the EBR date.
It will be great if we could have a custom field on the CTA and capture the date entered in it.
Here are 2 examples why capturing the CTA Close Date doesn't suffice:
- There are additional tasks that are done after the EBR meeting (e.g., send summary, follow up on action items, etc.). The CTA close date will not represent the EBR date.
- A user was on a business trip, and close the EBR CTA when back in the office. Again, the Close Date no longer represent EBR date.
Thanks,
Einat
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It's a functional work around but certainly is more open to human error.
When I define the Rule on CSTasks object, there is no access to the CTA Status.
When building the data space, be sure to start with the lowest level object as your starting point (in this case, CSTask)