Deactivate or Reactivate Recurring Schedules for Action Plans

When you create a recurring schedule, it’s activated by default. If you don’t want to use a recurring schedule, you can deactivate it. Deactivating a recurring schedule stops it from running until you reactivate 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

  1. Open the action plan for which you want to deactivate the associated recurring schedule.
  2. On the action plan details page, click the dropdown arrow to view more actions, and then click Recurrence Schedule.
  3. Select the Deactivate checkbox, and then save your changes.
  4. If you want to reactivate the recurring schedule, open the action plan that contains the associated deactivated recurring schedule.
  5. On the action plan details page, click the dropdown arrow to view more actions, and then click Recurrence Schedule.
  6. Deselect the Deactivate checkbox, and then save your changes.