To automatically create work plans from work plan templates, you must first enable the
setting in Setup.
Required Editions
Available in: Enterprise and Unlimited Editions with Health Cloud and
the Home Health Add-on license
User Permissions Needed
To update settings
Customize applications
From Setup, enter Work Plans in the Quick Find box, and then select
Work Plans.
Select Generate Work Plans and Work Steps from templates and selection
rules.
Save your settings.
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