Make CTA types inactive without re-assigning closed CTAs
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When we want to de-activate an old CTA type, we need to re-assign the old CTAs to a different (active) CTA type before we deactivate them. But this is a weird behaviour since you would want to keep the old/closed CTAs as it is for reporting purposes. Why do we need to reassign all the CTAs to a different CTA type even when they are closed in order to deactivate a type?
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Thanks for sharing this. Agree that there should not be a need to change anything in already existing CTA types when you want to make it as inactive (inactive should only prevent users from using the CTA type in the future).
Today, before allowing a user to make a CTA type as inactive we check whether it is being used in rules OR if any CTA's exist with the CTA type. We will need to change this behavior when making a status as inactive (and remove the second validation...the check to see whether the CTA type is being used in Rules engine will still be present). Will keep you posted as and when we take this up
Hello Everyone!
Happy to announce that your request has been considered and implemented as part of the v6.14 release. Previously, it was only possible to deprecate or make existing Cockpit picklists such as CTA Types/Reasons/Status/Priority/Snooze and Success Plan Templates/Types/Objective Categories inactive. Gainsight now supports deprecating and making Playbooks inactive.
Along with making Playbooks inactive, Gainsight also made some minor behavior changes to the following Cockpit and Success Plans assets while making them inactive:
This feature is implemented in only the NXT version.
Thanks for posting!