Thank you for supporting the Cloud Customer Connect Community in 2024. It's a gift to work with you!

Look back
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

Are we able to add an alert if an Action Plan Close Date has elapsed?

Summary:

Interested in enhancing the functionality of the Action Plan to allow notification if the date entered in the Action Plan Close Date field has passed.

Content (please ensure you mask any confidential information):

If a transaction has a future action to take (such as follow up with a department or to write it off the following period) we try to document these pending actions using Action Plans, where the Action Plan Close Date is the date the action should be taken by. As long as the Action Plan Closed field does not = "Yes", if we pass the date entered in the Action Plan Close Date field, we would like some type of alert.

Howdy, Stranger!

Log In

To view full details, sign in.

Register

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