Change the Status of Success Plans Using the Rules Engine
CS Rules & Permissions
We can create Success Plans using rules.
We can close Success Plan objectives using rules.
But we can't close or change the status of Success Plans using rules.
I think having the ability to close Success Plans using the rules engine would be beneficial. We could close the success plans based on specific usage data or healthscores, we could automatically close success plans if a client decides to cancel, we could change the status of the success plan depending on certain fields we build out, etc etc.
We can use rules to create success plans... it makes sense for us to have the ability to close success plans using rules as well.
We can close Success Plan objectives using rules.
But we can't close or change the status of Success Plans using rules.
I think having the ability to close Success Plans using the rules engine would be beneficial. We could close the success plans based on specific usage data or healthscores, we could automatically close success plans if a client decides to cancel, we could change the status of the success plan depending on certain fields we build out, etc etc.
We can use rules to create success plans... it makes sense for us to have the ability to close success plans using rules as well.
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.
Technically: Based on the Success plan type the form will be changed, I mean the parameters/templates will be changed. That is the reason we are not allowing to edit/change the type in both places.
Currently, this is not in our road-map, based on other customer interests and likes we will consider the requests.
@All, please hit like or follow the post!
Thanks for posting!
Hi@hitesh_sharma & @aditya_marla
Can you please let me know if there are any plans or ETA to push this request?
Best,
Hardik
Updating/editing success plan via rules engine is in medium term roadmap. We are looking into option of closing success plan via rules engine.
Adding to this, I have 2 use cases.
+1 from me on those two use cases@kyle johnson !!
Updating success plan via rules engine is in our medium term roadmap. We are trying to include the capability of updating status, owner, plan info fields and appending templates.
Hi@linny75 ,
Update Success Plan Rule Action is already in production. You can find it in the new Horizon Rules.
Let me know if the Rule Action is not solving any of your use cases and we can discuss that in detail.
Thanks,
Monica