[Enhancement]Prevention of multiple creation of Success Plans

  • 2
  • Idea
  • Updated 6 months ago
Account, Success Plan name, type and status are used as an identifier for the success plan action in rules. So, if there is already a success plan with the initially mentioned four entities (Account, Success Plan name, type and status), then rule will not create new success plan, rather it will just update the existing one.

But the problem occurs when any success plan is created by a rule with draft status, then when the status is changed to active and rule runs again, a new Success Plan will be created with same name with draft status since status is one among the four default identifiers. 

Is there a way by which we can restrict this by a rule or having an optional identifier/s?
Photo of Shiv Kumar Katiyar

Shiv Kumar Katiyar, Employee

  • 1,532 Points 1k badge 2x thumb

Posted 7 months ago

  • 2
Photo of Shravan Urs

Shravan Urs

  • 260 Points 250 badge 2x thumb
Thanks Shiv for posting this.
This is one basic requirement we need. 
Photo of Sai Ram Pulluri

Sai Ram Pulluri, Official Rep

  • 13,240 Points 10k badge 2x thumb
@Shiv, Got the context.This is the expected behavior in CTA also. 

@Shravan,Sorry for the inconvenience.There is no workaround to achieve this.
I am redirecting this to our Product Team,since its a request to change the existing behavior pushing this to an idea post. 

@Shravan, We will investigate the possibilities from our end. If you have any best way,please suggest us?

Thanks for posting
Photo of Shiv Kumar Katiyar

Shiv Kumar Katiyar, Employee

  • 1,532 Points 1k badge 2x thumb
This reply was created from a merged topic originally titled [Enhancement]Prevention of multiple creation of Success Plans.

Account, Success Plan name, type and status are used as an identifier for the success plan action in rules. So, if there is already a success plan with the initially mentioned four entities (Account, Success Plan name, type and status), then rule will not create new success plan, rather it will just update the existing one.

But the problem occurs when any success plan is created by a rule with draft status, then when the status is changed to active and rule runs again, a new Success Plan will be created with same name with draft status since status is one among the four default identifiers. 

Is there a way by which we can restrict this by a rule or having an optional identifier/s?