---
schema_version: "1"
id: 010bc2cefaae7219fdae7b8dbc5b1b6f1c3f359b981ace830c30a9383823c610
title: Know When Service Plan Creation is in Progress with a Status Indicator
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/release-notes/262-0-0/rn_sra_status.md
canonical_url: https://help.salesforce.com/s/articleView?id=release-notes.rn_sra_status.htm&release=262.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 8d22a3dd172d2362c31e5313b6408b004debffee53d539659420e97af5c7723b
description: Service reps now see a status indicator in the component that signals a service plan is being created. Previously, the component gave no indication that a plan was in progress, so reps had to wait until the plan summary appeared without knowing whether anything was happening.
products:
  - Cross Cloud
release: "262"
---
# Know When Service Plan Creation is in Progress with a Status Indicator

Service reps now see a status indicator in the component that signals a service plan is being created. Previously, the component gave no indication that a plan was in progress, so reps had to wait until the plan summary appeared without knowing whether anything was happening.

**Where:** This change applies to Lightning Experience in Enterprise, Unlimited, and Developer editions with Einstein for Service, Agentforce for Service, and Agentforce 1 editions. This feature requires the Service Planner Add-on and Adaptive Experience Add-on licenses.

**Feature support:** This change applies to Service Assistant for Case with dynamic and guidance plans.

**When:** This status indicator in guidance plans is available starting July 10, 2026. The new floating summary card behavior for dynamic plans is available starting August 19, 2026.

**Why:** The status indicator confirms that Service Assistant is working, so reps know a plan is on the way instead of wondering whether the component stalled or isn’t working.

**How:** For guidance plans, this change is available by default and requires no setup. When a rep opens a record that meets your eligibility criteria, Service Assistant automatically starts generating the plan, and reps see a "Service plan summary in progress" status indicator.

![Status indicator for guidance plan](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-release-notes-salesforce_release_notes-262-0-0-production-enus/e945111b-3e0a-4011-accc-d5949363bfcc/salesforce_release_notes/images/rn_sra_plan_status.png)

For dynamic plans, the Service Plan summary card no longer appears until it’s ready. When a rep opens a record that meets your eligibility criteria, Service Assistant automatically starts generating the plan, and reps see a "Service Assistant is working on it" status indicator.

![Status indicator for dynamic plan](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-release-notes-salesforce_release_notes-262-0-0-production-enus/e945111b-3e0a-4011-accc-d5949363bfcc/salesforce_release_notes/images/sa_service_plan_status_indicator.png)

When the summary card appears for a dynamic plan, it’s positioned after the last message in the chat. All subsequent messages appear below the summary.

![Service plan summary for dynamic plan](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-release-notes-salesforce_release_notes-262-0-0-production-enus/e945111b-3e0a-4011-accc-d5949363bfcc/salesforce_release_notes/images/sa_dynamic_plan_service_plan.png)