Vis handlingsplanelementer i den udskrivelige visning
Hvis du vil at den utskrivbare visningen skal vise oppgaver, dokumentsjekklisteelementer og filer, redigerer du sideoppsettet for handlingsplanen. Legg deretter til de relaterte listene Oppgaver og Dokumentsjekklisteelementer i sideoppsettet.
Nødvendige utgaver
Tilgjengelig i Lightning Experience
Tilgjengelig i Automotive Cloud, Consumer Goods Cloud, Education Cloud, Financial Services Cloud, Government Cloud med Lightning Scheduler, Health Cloud, Manufacturing Cloud, Nonprofit Cloud og Løsninger for offentlig sektor. Se tilgjengelighet av versjon.
Nødvendige brukertillatelser
For å konfigurere handlingsplaner:
Handlingsplaner-tillatelsessettet
ELLER
Endre alle data
Den utskrivbare visningen viser avhengige oppgaver bare hvis deres forutsatte oppgaver er fullført.
Gå til Sideoppsett fra innstillingene for objektbehandling for handlingsplaner og velg et sideoppsett.
Velg Relatert lister i paletten.
Dra oppgaver, dokumentsjekklisteelementer og filer til delen Relaterte lister i sideoppsettet.
Rediger feltene i de relaterte listene, og lagre deretter endringene.
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