Attach files to an action plan to reduce the overhead of attaching the same file or business collateral multiple times to various tasks of the same action plan.
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 |
- Open the action plan to which you want to attach files and click the Related tab.
-
In the Files section, attach your files.
- To attach files from a local drive, click Upload Files.
- To attach files from a shared drive, click Add Files.
- Drag a file from your system into the file selector drop zone.
Note You can drag multiple files, but not a folder.