We have many, many customers who have needs to update these very critical objects: (1) CTA; (2) Success Plans; (3) Timeline from a bionic rule and there is limited/no ability to do so.
Please make this available. The needs arise when you build out processes and need to trigger changes due to other updates. Rules does a great job of finding what the update should be, but there is no ability for this.
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Could you please help withthe use-cases for the above requirement, this would help for me to discuss more with product team.
From success plans perspective, editing success plans via rules engine is in mid term roadmap. Could you please elaborate what options you would like when editing/updating success plans via rules.
Hi@jim_barker ,
Both Success Plans and Cockpit Update actions have been delivered as part of the Horizon Rules Revamp.
I am marking this idea as partially complete. Please let me know if your use case is not solved with the updates.
Thanks,
Monica