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            Add Actions to the Action Plan Template Record Page

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            Add Actions to the Action Plan Template Record Page

            Add or remove quick actions available in the highlights panel on an action plan template record page. Show or hide actions based on the user profile or the console app.

            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.
            1. Open the action plan template record that you want to add quick actions for.
            2. From the Setup menu on a record page, click Edit Page.
            3. Note
              Note You can’t use the default Highlights Panel component to configure dynamic actions.
              Drag the new Highlights Panel component onto the canvas. The component properties appear in the properties pane.
            4. Configure dynamic actions for the new Highlights Panel component.
              1. Click Upgrade Now.
              2. Select Start from Scratch on the Dynamic Actions window and click Next.
              3. Click Finish.
            5. Click Add Action and select the quick actions you want to show on the Highlights Panel.
              You can also set the visibility for a specific action based on the user profile or the console app.
             
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            Salesforce Help | Article