You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

How to add action plans to a case?

Accepted answer

Summary: How to add action plans to a case?

Content (please ensure you mask any confidential information): The user has both the Case Manager and Case Worker roles.

I have enabled case for HR help desk.

The Case Default stripe is set to HR Help Desk Request.

I have created the following action plan templates.

But when I try to add action plan to a case, there are no results for action plan.

What can be the issue in the process or any step that is being missed?

Version (include the version you are using, if applicable): 23D

Code Snippet (add any code snippets that support your topic, if applicable):

Howdy, Stranger!

Log In

To view full details, sign in.


Don't have an account? Click here to get started!