Playbook Assignee At The Relationship Level
None
One of my customers ran into an issue where the Playbook task owners needed to be driven from Relationship user lookups. It seems as the the task owner field on the Playbook Task object can still only be driven by Account and Customer Info user lookup fields. Is this on the roadmap?
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This is implemented now! Relationship user lookups will work for all relationship CTAs, playbooks, tasks, success plans and success plan templates.
Thanks,
Nitisha
It looks like we still don't support picking GS relationship user lookups when configuring the playbooks.
This would be useful when there are two different users on a relationship and the task owners aren't necessarily the CTA owner.
Thanks,
Nitisha
Mostly this will be a part of March 9 patch, I will let you know if anything changes. Thanks.