How to add action plans to a case?
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):
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