Ability to edit CTAs in the Rules Engine
CS Rules & Permissions
My customer recently came up with a use case for editing a CTA within the Rules Engine that I'd like to share.
Right now, we can either create or close a CTA from the Rules Engine. What my customer would like to do is change a CTA's status, priority, etc. based on criteria.
Example: For a medium-priority CTA that was fired off due to a drop in usage, the customer would like the ability to up that CTA's priority from medium to high for any CTA that fits the associated type and reason if the usage falls even further after the original CTA is fired off.
This kind of example doesn't really fit our current Mass Edit functionality and isn't currently able to be automated from within the Rules Engine.
Happy to go into more detail if needed. Thanks!
Right now, we can either create or close a CTA from the Rules Engine. What my customer would like to do is change a CTA's status, priority, etc. based on criteria.
Example: For a medium-priority CTA that was fired off due to a drop in usage, the customer would like the ability to up that CTA's priority from medium to high for any CTA that fits the associated type and reason if the usage falls even further after the original CTA is fired off.
This kind of example doesn't really fit our current Mass Edit functionality and isn't currently able to be automated from within the Rules Engine.
Happy to go into more detail if needed. Thanks!
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While updating:
Sidhu
If we use Rules Engine and "create CTA" it will update those CTAs that have the same type and reason as specified but will also create CTAs for accounts that do not have CTAs with that type/reason, which is not desired.
Okay, rolling up my sleeves I created a new field in the Call To Action object called "RecurringParent". I pull all CTAs with "IsRecurring" set to TRUE and then pulled all subsequent CTAs based on "Account", "Created By ID", "CTA Name", and "Created By Date" and planned to set my customer "RecurringParent" to True so I can filter these out of the CTA count.
But when my action for "Load to SFDC Object" is selected, my jaw dropped that I cannot update this custom field. I must solve this somehow and this is the most straight forward way to have a flag on the object.
I am trying to do this same thing, but for Objective CTAs where there is at least one objective marked as completed within the SP. Though, I noticed that the CTA reason is NULL. So if this is an identifier for the upsert function not to create a duplicate CTA, will it not work for this use case?