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Unable to see Action Plan Catalog in Workflow Creation - HR Helpdesk

Summary:

Hi everyone,

We're trying to configure the Service Request Triage Agent for HR Help Desk. We've completed the documented prerequisites, including:

  • Granted the required access and security privileges.
  • Configured the required profile options.
  • Left Agent Teams at the default value to use the out-of-the-box Triage Agent.
  • Updated the HR Help Desk Triage Plan Action Plan Action to Customer Visible, as described in the documentation.

However, we're unable to see any Action Plans/Action Plan Types when creating a workflow (see screenshot), so we can't add the Triage Agent to the workflow.

Alternatively, we also tried creating a custom Action Plan Type (following the documentation for a custom agent copied from the out-of-the-box Triage Agent template), but we're encountering an error while creating it.

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