Closing CTA Tasks from Rules
CS Rules & Permissions
We are working through setting up a few playbooks for our teams. There are a few tasks in each playbook we would like to have closed if certain tags appear on a Zendesk ticket. Because of our Zendesk data is in MDA, I'm struggling to get the rules written correctly to close a specific task based on the criteria.
Is it possible to close CTA Tasks from Rules or can we only close CTAs from rules?
Is it possible to close CTA Tasks from Rules or can we only close CTAs from rules?
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Find Similar thread: https://community.gainsight.com/gainsight/topics/ability-to-close-a-task-via-rules
This is still not possible and is not on our short-term roadmap (next 4-5 months). We will keep you posted once we have more clarity on the ETA.
Thanks,
Nitisha
The status of this post says “Implemented”. Is this true? If yes, how do I configure a rule to close out only certain tasks, not the whole CTA?
This is exactly what I was looking to do as well. I thought it was converted to a feature request, but when I visit https://community.gainsight.com/gainsight/topics/ability-to-close-a-task-via-rules, I get a Page not Found
oh.. found the idea.. https://community.gainsight.com/cs-ideas-21/ability-to-close-a-task-via-rules-3937
yes, we can close/delete the bulk tasks via Mass Edit from Administration
Is this actually implemented? Mass Edit seems to be the only option here and it is a manual process.
I do not think this was actually implemented, I tried doing this through the rules and it closed the whole CTA.
Hello everyone, this is currently not implemented and not in the immediate roadmap. We will get back once we have a exact timeframe on when we would be able to deliver it.
The good news is that I can achieve this with SFDC, but it would be great to support our teams in remedial admin tasks based on rules. This is a good thing to implement as it would save us GS Admins/Ops a lot of time going back and forth with SFDC Development. #CSOps
+1