Customer have an active success plan on this account that is showing correctly in the Summary Widget - where it shows open success plans and open objectives on those success plans.
https://newvoicemedia--uat--jbcxm.cs80.visual.force.com/apex/JBCXM__CustomerSuccess360?cid=001D000000sAUdlIAG
We've added a custom status to objective CTA type called Waiting for Customer. This has an open reporting category. I would expect this Reporting Category to make that objective also show in the success plan widget but it doesn't seem to be.
screenshot link: https://cl.ly/322R0A3w260a, https://cl.ly/3n1b041t2j1x
Currently, our Summary widgets only shows information like number of Active Plans and its type along with number of open objectives
Is it possible to add a open category 'custom status' to the success plan widget? (or) can it be done by hacking the json? If, not can we please consider this as enhancement request
Userlevel 6
Hi Hardik,
Let me know if I understand you correctly, you have a custom staus called "Waiting on customer"....the success plan has some objectives with that status.....but they are not being counted as "open objectives" in the widget. Is that correct?
Let me know if I understand you correctly, you have a custom staus called "Waiting on customer"....the success plan has some objectives with that status.....but they are not being counted as "open objectives" in the widget. Is that correct?
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