How do you make a rule not refire if a CTA is already closed but still meets the rule criteria?
None
We have a rule where reps are closing out the CTA but the criteria to make the rule fire is still valid causing reps to get the same CTA again. Does anyone have a good work around to ensure that a rule does not fire if already closed?
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.
Note: If a triggered CTA is deleted, a new CTA is triggered after the next rule execution irrespective of whether you select this checkbox or not.
Please refer to this article for more information.
https://support.gainsight.com/SFDC_Edition/Cockpit_and_Playbooks/Admin_Guides/11_Creating_and_Closing_CTAs_from_Rules_Engine
Please let me if you still need any help here.