Loading
Form Framework
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Add Sections to a Form with Action Plan Tasks

            You are here:

            1. Salesforce Help
            2. Docs
            3. Form Framework

            Add Sections to a Form with Action Plan Tasks

            Action plan tasks on a template create the sections of an application or form.

            Required Editions

            Available in: Lightning Experience
            Available in: Nonprofit Cloud for Grantmaking and Public Sector Solutions. 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
            1. From the App Launcher, find and select Action Plan Templates.
            2. Click your action plan template.
            3. Click New Individual Application Task.
            4. To mark this task as required, select Required.
            5. Save your changes.
            6. Similarly, add a task for each stage of the application or form.
            7. To change the order of the stages, click Reorder, drag the stages to the desired position, and save your changes.
            8. Publish the template.
             
            Loading
            Salesforce Help | Article