Ability to send 'Notify Team' and other SuccessPlay Actions Up One Level of Hierarchy Answered

August 11, 2022 16:49
1 comment

In the initial SuccessPlay setup screen, there is a checkbox: 'apply the SuccessPlay on the immediate parent' that only works for 'Create a Task' and 'Request Information' actions. All 4 other options are not available for use.

Comments

1 comment

Kristin Lisson Community moderator
- January 06, 2023 17:13
- Official comment
The actions that are available for a play depend on the trigger. Additional considerations apply for event based objects.
- If the play uses a manual trigger, actions for the play are limited to create task and request information.
- If the play uses an event based trigger only, you can choose the object that you want to run the play for (accounts or users). User objects limits actions to create a task, request information, and call a webhook.
- See more on additional considerations for task/request for information actions with regard to hierarchy (account objects) or task creation preferences (user objects): https://support.totango.com/hc/en-us/articles/360033300652-Create-SuccessPlays