Add Funding Award Requirements to Action Plans

Create a template of a progress preport using action plans to improve efficiency and standardization.

Available in: Lightning Experience

Available in: Agentforce for Nonprofit, Agentforce for Education, and Agentforce for Public Sector. View edition availability.

User Permissions Needed
To create forms:	Form Framework Manager permission set
To create forms for your objects:	Read, Create, and Edit on the objects included in the form

Customize Fields for Funding Award Requirement Sections

Select the fields that can be set and shown in the Funding Award Requirements section of your progress report template.

From the App Launcher, find and select Action Plan Templates.
Click New.
Enter a name for the new template.
Select an action plan type.
Select Funding Award Requirements as the target object.
Save your work.
From the new action plan template, edit the page.
In the Lightning App Builder, select the Funding Award Requirement Sections.
Select up to 8 custom fields for users to edit when creating a funding award requirement section record.
The supported custom field types are text, picklist, and checkbox.
Select up to 8 fields to use as ‌column headers in the requirement section.
Save and activate the page.

Customize the funding award requirements section of your progress report template.

From the action plan template, scroll to the Funding Award Requirement Sections and click New Funding Award Requirement Section.
Enter a name for the section.
Select a status.
Search for and select an application stage definition.
The definition determines which form to use.

Create an application stage definition if you haven't created one.
To make this section required, select Required.
If there are custom fields added to this section, under the Additional Information header, complete the custom fields.
Save your work.
The window closes and the section you created is shown in the Funding Award Requirement Sections table of the Action Plan Template.
To make the template available to users, click Publish Template.

Important After the template is published it can’t be edited.
To complete the publishing of the template, on the confirmation window, click Publish.

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