提供版本:Automotive Cloud、Consumer Goods Cloud、Education Cloud、Financial Services Cloud、Government Cloud with Lightning Scheduler、Health Cloud、Manufacturing Cloud、Nonprofit Cloud 和 Public Sector Solutions。檢視版本可用性。
需要的使用者權限
若要設定「動作計畫」:
動作計畫權限集
或
「修改所有資料」權限
開啟您要在其中重新排序工作的動作計畫或動作計畫範本。
前往「工作」或「文件檢查清單項目」區段,然後按一下「重新排序」。
拖曳或選取清單的成員,以重新排序清單。
依照所需順序拖曳工作或文件檢查清單項目。
選取工作,然後若要變更工作的顯示順序,請按一下向上或向下箭頭。
工作清單元件不支援依欄位排序。
儲存您的變更。
備註 發佈或複製動作計畫範本時,工作順序會發生什麼狀況?
如果至少一個現有工作重新排序,則系統會在複製或已發佈的動作計畫範本中保留自訂順序。
如果有現有工作,但未將其重新排序,則複製或發佈的動作計畫範本會根據完成這些工作的天數排序工作。
如果沒有現有工作,則複製或發佈的動作計畫範本會根據完成這些工作的天數排序任何新增的工作。
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