To accurately track and report on action plans based on their status, set the Status
field on the Action Plan object page layout to Required.
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. |
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From Setup, open Object Manager and click Action Plan.
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Open Page Layouts and click Action Plan Layout.
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Click the wrench icon next to Action Plan Status, select Required, and save your
changes.
