Loading
ただいま大変多くのお問い合わせをいただいており、ご連絡までにお時間を頂戴しております続きを読む
Form Framework
目次
絞り込み条件 (0)追加
絞り込み条件を選択

          結果がありません
          結果がありません
          検索のヒントをいくつかご紹介します

          キーワードの入力ミスがないか確認する。
          より一般的な検索語を使用する。
          絞り込み条件を減らして、検索範囲を広げる。

            Salesforce ヘルプ全体を検索
            Salesforce ヘルプ全体を検索
            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: 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
            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.
             
            読み込み中
            Salesforce Help | Article