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            Activate the Recurrence Schedule Flow for Action Plans

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            Activate the Recurrence Schedule Flow for Action Plans

            Before you create a recurring schedule for an action plan, clone Orchestration flow for Recurrence Scheduler and then activate it.

            Required Editions

            Available in: Lightning Experience
            Available in: Automotive Cloud, Consumer Goods Cloud, Education Cloud, Financial Services Cloud, Government Cloud with Lightning Scheduler, Health Cloud, Manufacturing Cloud, Nonprofit Cloud, and Public Sector Solutions. View edition availability.
            User Permissions Needed
            To configure Action Plans:

            Action Plans permission set

            OR

            Modify All Data

            1. From Setup, in the Quick Find box, enter Flows, and then select Flows.
            2. Click Orchestration flow for Recurrence Scheduler.
            3. To make a copy of this flow template, click Save As.
            4. Provide a name for the flow and API.
            5. Click Save.
            6. Edit the flow start date and time according to your business requirements.
            7. Save your changes.
            8. Open the updated recurrence schedule flow, and then click Activate.
              Note
              Note After you clone flow elements, don't modify them. The recurrence schedule flow automatically generates a new action plan based on your settings. The flow runs a batch job at a predefined interval to find any action plans that are due for recurrence. When a new action plan is created, it's a complete clone of the original, inheriting all tasks and document checklist items. The new action plan's name is automatically generated and follows a specific pattern. For example, if your original action plan is named Quarterly Client Review, the new plan will be named Quarterly Client Review - Monthly Recurrence #1.
             
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