308 Posts


31.7K Points

Fri, Apr 19, 2019 2:12 PM


Identify most recently triggered CTA by account

I've been wracking my brain - and even reached out to GS support - to try and figure out if it's possible to identify the most recently triggered CTA per account, retrieve to whom that CTA was assigned, and use that to trigger subsequent CTAs to the same individual. This is in an attempt to trigger CTAs to our "pooled" team of CSMs covering our long tail accounts.

I can certainly pull by MIN Created Date, but of course any additional Show Me fields I add breaks down the list by those values (i.e. if I add Assignee, it will give me MIN Created Date BY Assignee). So I thought I could pull in the MAX CTA ID and then use that to map to another dataset task containing the CTA details I need for the subsequent CTA triggers. But apparently the CTA IDs are not created in an incremental fashion, because on some accounts it kept pulling a CTA that was NOT the most recently triggered CTA:

So putting this out there - anyone know if it's possible to do what I'm trying to do?

1. Retrieve most recently created CTA

2. Identify the Assignee ID for the most recently created CTA

3. Trigger a new CTA to that Assignee ID