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            Filter Action Plan Templates by Status

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            3. Action Plans

            Filter Action Plan Templates by Status

            In the action plan templates list view, use the filter options to filter by status.

            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. In the Action Plan Templates list view, click the filter icon, then click Add Filter.
            2. Set the Status field to the desired value and click Done.
            3. Click Apply.
            4. From the List View Controls menu, click Select Fields to Display.
            5. Move Status to Visible Fields, and then click Save.
              The default status values are Draft, Obsolete, and Published. If your org has action plans migrated from another org, then those migrated action plan templates show a ReadOnly status.
             
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