Before you create a recurring schedule for an action plan, clone Orchestration flow for Recurrence Scheduler and then activate it.
Required Editions
| Available in: Lightning Experience |
| Available in: Automotive Cloud, Consumer Goods Cloud, Education Cloud, Financial Services Cloud, Government Cloud with Lightning Scheduler, Health Cloud, Manufacturing Cloud, Nonprofit Cloud, and Public Sector Solutions. View edition availability. |
| User Permissions Needed | |
|---|---|
| To configure Action Plans: |
Action Plans permission set OR Modify All Data |
- From Setup, in the Quick Find box, enter Flows, and then select Flows.
- Click Orchestration flow for Recurrence Scheduler.
- To make a copy of this flow template, click Save As.
- Provide a name for the flow and API.
- Click Save.
- Edit the flow start date and time according to your business requirements.
- Save your changes.
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Open the updated recurrence schedule flow, and then click
Activate.
Note After you clone flow elements, don't modify them. The recurrence schedule flow automatically generates a new action plan based on your settings. The flow runs a batch job at a predefined interval to find any action plans that are due for recurrence. When a new action plan is created, it's a complete clone of the original, inheriting all tasks and document checklist items. The new action plan's name is automatically generated and follows a specific pattern. For example, if your original action plan is named Quarterly Client Review, the new plan will be named Quarterly Client Review - Monthly Recurrence #1.