Upgrade to Managed Package v4

Hi all, Has anyone upgraded from the V3 unmanaged package to V4? Was it seamless? After years of using this V3 package we now need to automate Action Plan creation but don't have the Copy From Template field.

Hi @sravanthi No, we haven't upgraded. My client didn't want to risk at that time. We have now refreshed sandbox so may try it soon. Can you let me know if you do it?

HI Leigh, We want to upgrade apex classes related to this package. Did you got a chance to upgrade it

It is waste of time installing this Application

After reading positive reviews installed, and now can't uninstall it. The reason why uninstall - Whenever we deploy any Apex class, trigger, Lightning component from the sandbox, the deployment fails, and now we are stuck with this unmanaged packages. There is no real-time support in urgent matters.

Need to update API versoin

Are there anyone from the company monitoring this? Salesforce will retire API version 20-30 in 2022. The app uses various versions that fall on their retirement plan. At some point in 2022, it will stop working. Please let us know your plan to update. Thanks.

Great potential but seriously needs an update!!!!

This could be a REALLY great product but they need to up date this to be able to fire from Process Builder. Also, recent release of Salesforce allows task assignment to Queues. This needs to be added. I hope you all read this and actually take action.

Also waiting for an update on this! Any news?

I'm also curious about the security review! Excited to download once that is completed.

Hi, are there any updates on the security review for this app? @Anika Teppo?

There is a new version of this application currently undergoing the security review process :) - Salesforce Labs Team

Why is this not the #1 app for Onboarding. Please update this.

Absolutely, u echoed my thoughts !!

Cant Automate it from Process Builder

I have an issue, When trying to automate a Template from Process Builder, "Copy from Template" field is not available, my PB is creation Action Plans but its coming Empty and not following Action Plan Template

I found out the same thing. Because the Action Plan pages are all VisualForce there is no way to call those functions unless you create an invokable Apex Class - so much for Clicks not Code. I think the product has great potential if they just updated it to fire from PB and allow tasks to be assigned to a Queue.

Doesn't work on Lightning

Should be informations that the create action plan doens't work on lightning version

Assign Action Plan Task to a Queue

Hi Just wondering when the Action Plan Package will be updated with the new task feature released in Spring 20: "Assign Tasks to a Queue" https://releasenotes.docs.salesforce.com/en-us/spring20/release-notes/rn_sales_productivity_activities_task_queues.htm We use action plans quite heavily and would love to be able to take advantage of the new feature coming in spring 120 allowing users to assign tasks to a queue.

Question on custom fields

Our tasks need certain design specs on them by default (in custom fields), so it would be great for us to define those for each Task in the Action Plan Template. Then those field values should transfer to tasks on the Action Plan when it's created. Is there documentation on configuring that? I've gotten as far as finding the Visualforce page to edit. Thanks!

Melanie: I'm not sure if you're still working on this, and I haven't tried this myself, but this is how I would do it: First you'd have to add your custom fields to the APT Task and AP Task objects. These are the objects that let you define template tasks, and then the actual Action Plan tasks. You might also potentially need these on your Activity/Task object if you wanted those fields to exist there too. Then, you'd have to locate the code that passes the values from the APT Task object to the AP Task object, along with the code that creates the actual Tasks from the Action Plan Task info. (Possibly ActionPlanCreationController? I just skimmed through and I think I see where it would be done there.) You might also have to update the Test Method to make sure the updated code doesn't fail code coverage requirements.

Hi Melanie, Did you get a solution for this?

Javascript Issues in Lightning

Action Plans are great in theory. I did have to make some tweaks to the apex (this was not easy as I am an admin and not a developer). How can we work around the mass creation of action plans via the Javascript button on the list view page within Lightning? How can we end an Action Plan mid-plan without deleting it?

You can just delete the actual Tasks that were created from the Action Plan. Example: If you have an Action Plan with 5 tasks, and you complete 2 and then decide not to proceed, you could delete tasks #3, 4 and 5 directly from your Task list. Then the total tasks for the Action Plan would be updated accordingly to '2 of 2 tasks complete'.

Hi did you find an answer to how to end an action plan mid plan?

Need help to fix!!!

I have used Action Plans for many years now and have absolutely loved it for the job I do. Recently though the system is not allowing me to attach an action plan to "clients" and I continue to get the error message seen below. Does anyone have a solution? This is a five star app in my opinion when working correctly! FinServ:Too many SOQL queries: 101 Error is in expression '{!save}' in component in page aplan:actionplancreation: (FinServ) An unexpected error has occurred. Your solution provider has been notified. (FinServ)

Just seconding what Cheryl said. More info on how to transition from the unmanaged app to the FSC version here: https://help.salesforce.com/articleView?id=fsc_action_plans_admin_add_over_labs_package.htm&type=5 Based on the documentation there, its supports other objects now: "You can create action plans templates for Account, Campaign, Case, Contact, Contract, Lead, or Opportunity objects. You can also create action plans templates for custom objects with activities enabled."

It looks like you are using this with FSC. There are now Actions Plans that tie to the Accounts in FSC. I'm curious if this app works along with FSC Action Plans so we can run Action Plans on Leads since FSC Action Plans only work with Account.

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Action Plans - v3 - Unmanaged - EE, UE and DE 2

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