On a bi-weekly bases we're using the Rules Engine to create CTAs for various accounts. However, we noticed that if we create CTA A on July 1st - and CTA A is not completed by July 14th, when the new rule runs on the 15th - CTA B will not be created because CTA is still active. We want both CTA A and CTA B to appear on the account. Only to be able to report on the number of CTA A's that are not being completed.
[Management at this time, is OK with the CTAs stacking. This is a new process for us, so we want to make sure that everyone is doing what they should be doing - and assessing if we're seeing a large number fall behind.]
1. Is it because the CTAs using the same Reason that the 'new' CTA is not being created?
2. Is it even possible to have the CTAs stack?
3. What feedback do you have using the Rules Engine to automatically create CTAs?
[i][i]Note: I did find, https://community.gainsight.com/gainsight/topics/rules-engine-wont-create-multiple-ctas. But in some cases, the Type, Reason, and Name would all be the same for a particlure set of CTA's. Which is why I thought it would be cool if we could add an @CreatedDate in the title to separate them.
Best answer by tim_schukarView original