Assign CSM to CTA in a Program

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I'm creating a CTA in a Program Survey Model. How can I assign that CTA to the CSM? I don't see the CSM in the "Owner Field" drop down even if it's selected in my participants Query. 
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Dimitar Terekiev

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Posted 1 week ago

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Dan Ahrens, Official Rep

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Hi Dimitar,

In order to assign the "Owner Field" in the Create CTA action, you need to have a field that is of type "External ID". You can do this by mapping the field you selected in the participants query to a custom mapping.

You'll want to make sure that the field you brought in is the SFDC or GS ID type and not the CSM name or email. See below


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Dimitar Terekiev

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It works. Thank you very much Dan!