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            Create or Edit Recurring Schedules for Action Plans

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            Create or Edit Recurring Schedules for Action Plans

            Create a recurring schedule for an action plan if you want the action plan to repeat periodically. You can change a recurring schedule after you've created 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. Open the action plan for which you want to either create or edit a recurring schedule.
            2. On the action plan details page, click the dropdown arrow to view more actions, and then click Recurrence Schedule.
            3. Select a date for the recurring schedule to start.
            4. Select a recurrence pattern: Weekly, Biweekly, Monthly, Quarterly, or Yearly.
            5. If you selected either the Weekly or Biweekly option, select days of the week.
              Note
              Note You can select one or more days.
            6. Select an option for the recurring schedule to end:
              • End on Date: Select a date for the recurring schedule to end.
              • End After Number of Recurrences: Enter an occurrence count that's greater than 0. The recurring schedule ends after the specified occurrences.
            7. Save your changes.
             
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