Checklist-Type Plan for Custom Groups

To create plans for Custom Groups where the tasks of the plan can be performed independently regardless of the set order, you need to create a Checklist-Type plan for Custom Groups. Where you can proceed to the next task before completing the current one.

This proves useful for creating flexible plans for Custom Groups where your salesperson can perform tasks based on their requirements of the business process, irrespective of the order of tasks set in the plan.

To create a Checklist-Type plan for Custom Groups, follow the steps given below:

• Fill in the following details:

• Name: Provide a unique name for the plan.

• Description (Optional): Provide a short description of the plan.

• Plan Type: Select Plan Type as Checklist.

• Record Type: Select the Record Type for which the plan will be created. (E.g. Lead, Opportunity, Case, or Custom record type etc.)

• Priority Order: Users can attach multiple plans to a single record, for which it is necessary to define which plan needs to be connected to the record first. To do this, you can set the priority order against the plan (if the criteria are matching with three different plans, then the plan that has to be followed, we need to set the priority order number respectively). Any value less than 1 or repeated numbers are invalid for this priority order field.

• Set criteria for the execution of the Plan (Optional): Set the criteria against the plan (the plan will automatically attach against those for which the criteria match). Select either Simple or Advanced.

  • Simple: Execute plans based on the conditions defined in view of an entity.

  • Advanced: Execute plans based on filter criteria or conditions (conditions defined in Fetch XML).

• Select 'Custom Groups'.

• Once the required fields are filled, click on ‘Save’.

Your Checklist-Type plan for Custom Groups is created, and now you can add the Plan Steps for the created plan. To do the same, follow the steps given below:

• Navigate to Manage Steps.

• Click on the 'Add New Group' button.

• This will open the ‘Quick Create Form: Plan’, where we need to fill in the details.

  • Name: Provide an appropriate name for the plan.

  • Description (Optional): Provide a short description of the plan.

  • Priority Order: Users can attach multiple plans to a single record, for which it is necessary to define which plan needs to be connected to the record first. To do this, you can set the priority order against the plan (if the criteria are matching with three different plans, then the plan that has to be followed, we need to set the priority order number respectively). Any value less than 1 or repeated numbers are invalid for this priority order field.

• Once the required fields are filled, click on ‘Save and Close’.

• Click on the 'Create Plan Step' button.

• This will open the ‘Quick Create Form: Plan Step’, where we need to fill in the details.

  • Name: Provide an appropriate name for the Plan Step.

  • Description (Optional): Provide a short description of the Plan Step.

• Once the required fields are filled, click on ‘Save and Close’

• Your plan step will be added to the plan and will appear on Plan Steps.

In this way, Checklist-Type plans for Custom Groups can be created with plan steps.