Para realizar un seguimiento preciso y crear informes sobre planes de acción basándose en su estado, establezca el campo Estado en el formato de página del objeto Plan de acción como Obligatorio.
Ediciones necesarias
Disponible en: Lightning Experience
Disponible en: Automotive Cloud, Consumer Goods Cloud, Education Cloud, Financial Services Cloud, Government Cloud con Lightning Scheduler, Health Cloud, Manufacturing Cloud, Nonprofit Cloud y Soluciones del sector público. Ver disponibilidad de edición.
Desde Configuración, abra Gestor de objetos y haga clic en Plan de acción.
Abra Formatos de página y haga clic en Formato de plan de acción.
Haga clic en el icono de llave inglesa junto a Estado del plan de acción, seleccione Obligatorio y guarde sus cambios.
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