I’d like to have the ability using Rules Engine to automatically apply a specific playbook to a CTA when a picklist field on that CTA has a specific field selected. For example, on our CTAs where Type = Objective. After this objective is created, our CSMs may choose that the Services Type field is “Accessibility Mission” and the “Accessibility Mission Type” is “Audit & UX Recommendations”. Once this Accessibility Mission Type is selected, I want our Accessibility Audit playbook to auto-apply to the CTA to add tasks that are specific to this mission type.
Auto-apply Playbook to CTA based on the value selected in a picklist field.
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I would love this auto-apply functionality on CTAs as well!