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Edit an Obligation
The obligation manager and obligation assignee assigned to an obligation can update the obligation. The obligation assignee can only update the status and the status change reason.
| REQUIRED EDITIONS |
|---|
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, Professional, and Developer Editions |
| USER PERMISSIONS NEEDED | |
To update an obligation: |
Obligation Manager permission set OR Obligation Assignee permission set |
- From the App Launcher, find and select Obligations.
- Click the obligation that you want to update.
- Select Edit from the dropdown.
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Make the necessary changes to the obligation fields.
The Status Change Reason is a mandatory field for obligation status change.
- Save your changes.
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