CTA Rule Action : Field Edibility : Separate Edibility Setting For Rules Engine & UI

Related products: None

Posting on behalf of a customer.

 

Currently to get fields to show up in the “Additional fields” section in the Call to Action action in Rules Engine.  CTA field would need to be marked editable within a given CTA Layout Configuration on a given CTA Type.

 

However that same field “Editable” Setting is used to allow an End User or CSM to modify the same field.

 

There are use cases where the field is only meant to be set by an automated method like rules engine, but isn’t meant for CSMs to edit, such as NPS Score and NPS Respondent Email. Therefore it be good to have a additional check box to allow edit from “Rule Engine” and another check box for “UI Editability”.

@kevin_ly Thanks for sharing your request here. To explore more on this sharing with the product team. 


@kevin_ly To clarify, you want admins to be able to choose which fiellds can be manually edited by CSMs and which fields can be updated only by rules (or mass edit). Is that correct?


@kevin_ly To clarify, you want admins to be able to choose which fiellds can be manually edited by CSMs and which fields can be updated only by rules (or mass edit). Is that correct?

@kevin_ly did you get a chance to view the comments here?