Using Playbooks as identifiers when creating CTAs
CS Cockpit & Playbooks
This would be an enhancement to the logic used by the rules engine to determine whether or not a CTA action creates a new CTA or updates an existing one. In addition to using Type, Reason and Names as potential identifiers, this logic could be enhanced by using the Playbooks assigned to an existing CTAs as an identifier.
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We are adding a option "Don’t create CTA when it’s already created in last N days" in "Create CTA" action in rules engine. So, if a CTA for an account has been create in last N days using a rule, then that rule will not create a new CTA even if the identifiers are changed.
Do you think this will solve your use-case?
Thanks,
Nitisha
This functionality will be available in Fall release. I will keep you updated about the release date.
Thanks,
Nitisha