Create a recurring schedule for an action plan if you want the action plan to repeat periodically. You can change a recurring schedule after you've created 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 |
- Open the action plan for which you want to either create or edit a recurring schedule.
- On the action plan details page, click the dropdown arrow to view more actions, and then click Recurrence Schedule.
- Select a date for the recurring schedule to start.
- Select a recurrence pattern: Weekly, Biweekly, Monthly, Quarterly, or Yearly.
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If you selected either the Weekly or Biweekly option, select days of the week.
Note You can select one or more days. -
Select an option for the recurring schedule to end:
- End on Date: Select a date for the recurring schedule to end.
- End After Number of Recurrences: Enter an occurrence count that's greater than 0. The recurring schedule ends after the specified occurrences.
- Save your changes.