Is it possible to create a custom CTA view for the cockpit that filters to only CTA’s that are created from the tasks from a meeting timeline entry of a certain type? We want a view that shows open tasks from a specific type of customer meeting, e.g. SBR. So I would need to filter on a field we have on the timeline entry for the type of meeting (drop-down). Thanks
Create a CTA Custom View of CTA's created from a timeline entry?
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Hi@sai_ram
Thank you, but that won’t work for what we’re trying to do because I need to filter by a field on the activity, not just the type of timeline record. We have a meeting timeline entry field called “meeting type”, and we only want the tasks from one specific “meeting type”, not every timeline meeting entry.
It’s a valid request. We don’t have any plans for this currently. We will consider this based on the interests from other customers.