Enable Work Plans
Before you customize its settings, enable your work plans.
Required Editions
| Available in: Lightning Experience |
| The Field Service core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions. |
| User Permissions Needed | |
|---|---|
| To enable work plans: | Customize Application |
- From Setup, in the Quick Find box, enter Work Plans, and then select Generate Work Plans and Work Steps from templates and selection rules.
- Optionally, to configure the flow logic that changes the work step status, select Manually update a work step’s status when flows are launched. To automatically set a work step’s status to Complete or Failed when flows are launched, deselect this option.
- In Object Manager, edit page layouts for work order and work order line item objects. Add Work Steps and Work Plans to the layout in Related Lists. Under Mobile & Lightning Actions, add Generate Work Plans, Add Work Plans, and Delete Work Plans so that these actions appear in the action menu.
See Also
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