Hvis du vil tilpasse handlingsplanens rammeverk, omordner du feltene i handlingsplanens sideoppsett. Legg til eller fjern felt etter behov.
Nødvendige utgaver
Tilgjengelig i Lightning Experience
Tilgjengelig i Enterprise og Unlimited Edition med Life Sciences Cloud, Life Sciences Cloud for Customer Engagement-tilleggslisensen og den administrerte pakken Life Sciences Customer Engagement.
Nødvendige brukertillatelser
For å redigere sideoppsettet for handlingsplanen:
Tillatelsessettet Life Sciences Commercial Admin
Merk Handlingsplanrammeverket er tilgjengelig for både kontoplaner og områdeplaner.
Velg Sideoppsett i innstillingene for behandling av Handlingsplaner-objektet.
Velg Relatert lister.
Flytt Vurderingsoppgaver til delen Relaterte lister, og velg deretter .
Flytt feltene som du vil vise, til Valgte felt.
Bruk opp- og ned-knappene til å endre rekkefølgen på feltene.
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