Customize the Columns in the Action Plan Framework
To customize the action plan framework, rearrange the fields in the action plan’s page
layout. Add or remove fields as needed.
Required Editions
Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Life
Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the
Life Sciences Customer Engagement managed package.
User Permissions Needed
To edit the action plan page layout:
Life Sciences Commercial Admin permission set
Note The action plan framework is available for both account plans and territory plans.
In the Actions Plans object management settings, select Page
Layout.
Select Related Lists.
Move Assessment Tasks to the Related Lists section, and then select .
Move the fields that you want to display to Selected Fields.
Use the up and down buttons to change the order of the fields.
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required Cookies
Always Active
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional Cookies
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising Cookies
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.
