Is it possible to make a field uneditable for end user(Success plan session in c360) and can update value via a rule?


Hi Team,

Is it possible to make a field uneditable for end user(Success plan session in c360) and can update value via a rule? Currently we are showing custom field with editable in Rule Success plan 2.0 action.

User want this field to be not editable by end user and have a Rule or Success Plan template populate it for them.

Yes, you can make the field non-editable on the C360 UI, but you typically cannot use a traditional rule with a Success Plan or a CTA Action to update. To update fields within a pre-existing Success Plan or CTA, my experience is that you must use the Success Plan API or theCall To Action API to update.


Updating/editing success plans via rules engine is in medium term roadmap. Currently, only creating success plan is possible via rules


@Adithya Kathi changed this to idea for better tracking purpose.