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.
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