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Success Plan: Make custom fields mappable in rule creation but not editable on front end

  • 15 April 2021
  • 1 reply

Userlevel 6
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The current setup, if you want to insert information to a custom field on a success plan, it needs to be editable from the UI on the plan itself.


There are some data that we want to import that we do not want editable from the UI, but we want to update with a rule.


For example, we want to update a custom field that indicates what quarter the the plan is generated for via a rule, but do not want CSM to alter this once the plan is generated.

1 reply

Userlevel 5

Thanks @andreammelde for sharing your use case. This is a valid problem and we want to see if other customers also have this use case. We will pick this up based on the upvotes from the community. Thanks for sharing. 

FYI @Anil Raj Pujari