Per tenere traccia e generare rapporti precisi sui piani di azione in base al loro stato, impostare il campo Stato nel layout di pagina dell'oggetto Piano di azione su Obbligatorio.
Versioni (Edition) richieste
Disponibile nelle versioni: Lightning Experience
Disponibile in: Automotive Cloud, Consumer Goods Cloud, Education Cloud, Financial Services Cloud, Government Cloud con Lightning Scheduler, Health Cloud, Manufacturing Cloud, Nonprofit Cloud e Soluzioni per il settore pubblico. Visualizzare la disponibilità.
Da Imposta, aprire Gestore oggetti e fare clic su Piano di azione.
Aprire Layout di pagina e fare clic su Layout piano di azione.
Fare clic sull'icona della chiave inglese accanto a Stato piano di azione, selezionare Obbligatorio e salvare le modifiche.
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