task due date based on another field in SFDC
None
I need to base a task due date off of another field within SFDC ... but i do not have a choice on the date field within a playbook to select another date field... any ideas on how we could do this?
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.
Thanks,
Manu
I too got a similar requirement from one of the customer, so just wanted to check in the status of the request. To be precise the requirement goes like this-
1. If there is a way to set the due date of a Playbook based off of other fields, that would be ideal.
2. Alternatively, if it is possible to set the CTA Due Date in the Rules Engine (Action: Call to Action) based on a field that would work as well.
And as per the current behavior, we couldn't achieve this use-case but I will be posting this as a feature request onto our Gainsight portal so that it can be considered by our Product team.
Hi,
Any update on this item?