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Create a Lookup Filter for Action Plan Template Versions

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Create a Lookup Filter for Action Plan Template Versions

To find relevant action plan template versions to assign to a goal definition, create a lookup filter for the Action Plan Template Assignment's Action Plan Template Version field. When you search for an action plan template version to assign to a Goal Definition record, this setting ensures that you only see the template versions that match the filter criteria you define.

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 create a lookup filter: Life Sciences Commercial Admin permission set
  1. From the Object Manager, find and select Action Plan Template Assignment.
  2. Select Fields & Relationships, and then select Action Plan Template Version.
  3. Click Edit.
  4. In the Lookup Filter section, click Show Filter Settings.
  5. Add the following filter criteria.
    1. In Field, under Current Lookup, select Action Plan Template Version and then select Action Plan Template Version: Status.
    2. In Operator, select Equal.
    3. Enter the status value that you want to filter the template versions by.
      For example, enter Published.
    4. Verify that the lookup filter is active.
    5. Save your changes.
 
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