Adding actions to create activity plans

Add an action to create an activity plan if rule criteria is met for the related rule.

Specify the activity plan template and details such as the plan due date. Also define the user to assign the plan to and the contact to associate with the plan.

To add an activity plan action:
  1. Navigate to the Customize workspace and select the Rules tab,
  2. Select the rule in which you want to add an activity plan rule action.
  3. In the Actions tab, click the Add button and select Create Activity Plan.
    The Add Create Activity Plan Action dialog opens.
  4. In the Execution area, select one of the following options to define when the rule executes:
    • Immediate
      Performs the action immediately after rule criteria is met.
    • Time based

      Performs the action relative to a date or time field for the subject area.

      To specify the time, in the Time based fields, define the number of days or hours before or after a time field that is specific to the subject area. For example, for an opportunity, specify 10 Days Before Expected Close Date.

      Note: Before you can create a time-based action, you must specify both creation and modification triggers for the rule that contains the action.
  5. In the Template field, define the activity plan template:
    1. Click the Select button .
      The Select Activity Plan dialog opens.
    2. Select an activity plan and click OK.
      The Select Activity Plan dialog closes.
  6. Optional: In the Description field, enter a description of the activity plan rule action.
  7. Optional: In the Priority field, select a priority for the activity plan rule action.
  8. Optional: In the Due Date field, select a due date for the activity plan rule action to be completed by, relative to the date the action is created for the user.
    For example, if you want the activity plan to be completed the day after it is created, select 1 day after Create Date.
  9. Optional: In the Notes field, enter any additional information for the activity plan rule action.
  10. In the Assign Activity Plan area, select one of the following options:
    • Current User invoking Action
      Assigns the activity plan to the user who triggered the rule.
    • Coverage Role

      Assigns the activity plan to the user who belongs to a specified coverage role.

      To select a coverage role, in the first field, select whether you want the role to be Coverage or Opportunity Team type. Then, in the second field, select the user role you want to assign the activity plan to.

    • Specific User

      Assigns the activity plan to a specific user.

      To select a user, In the Specific User field, click the Select button . In the Select User dialog that opens, find and select the user you want to assign the activity plan to.

  11. In the For Contact area, select one of the following options:
    • Contact specified in the For field of the triggering object

      Creates the activity plan for the contact related to the triggering object. For example, in a rule that is triggered when a field in a contact's record is updated, the contact from the triggering object would be the contact whose record had a field updated.

      Select the field name from the list of available triggering object fields.

    • Specific Contact

      Creates the activity plan for a specific contact.

      To select a contact, in the Specific Contact field, click the Select button . In the Select Person dialog that opens, select the contact you want to create the activity plan for.

    • No Contact

      If you do not specify a contact, then the activity plan will be created for the contact from the target object by default.

  12. Click OK.
    The Add Create Activity Plan Action dialog closes.
The activity plan rule action is now created.