Add Document Checklist Items to the Action Plan template

Steps to Add a Document Checklist Item (DCI) to an Action Plan Template

Prerequisites:

Ensure the user has the necessary object and field-level permissions for the Document Checklist Item (DCI) to be visible. The required permissions for the DCI object can be granted to the user through profile and permission sets.

Steps to Add a DCI:

1. Open the action plan template in Draft status.
2. Navigate to the Items tab.
3. Locate the Document Checklist Items section within the tab.
4. Add the following details:
   • Name: Enter the name of the DCI.
   • Document Type: Select the type of document required.
   • Instructions (Optional): Use the instructions field to provide additional information about the DCI.
   • Required Checkbox (Optional): Check this box if the document is mandatory for your use case.
5. Click Save to add the DCI to the template.

After configuring the template, click Publish Template. Once published, the DCI will appear in the action plans created using this template.