Skip to main content

Automate 'End Date' when creating Success Plan

  • June 4, 2021
  • 4 replies
  • 34 views

Forum|alt.badge.img

Has anyone figured out a way to auto populate the ‘End Date’ field when creating a new Success Plan? For a specific Success Plan we have in place the end date would always start out 60 days from the date of creation and it would be nice to automate this for our team.

4 replies

sai_ram
Forum|alt.badge.img+1
  • Expert ⭐️⭐️
  • June 7, 2021

@tmaggio58 thank you for sharing your request here, I will let you know here. 


Anil Raj Pujari
Forum|alt.badge.img

Hi @tmaggio58 

Does “end date” mean “due date”? Will being able to configure default value for “due date” in success plan admin solve the problem? Currently, success plans don’t have this capability. We are also working on updating/editing success plans via rules engine. It is in our medium term roadmap

 


sai_ram
Forum|alt.badge.img+1
  • Expert ⭐️⭐️
  • June 17, 2021

@tmaggio58 changed this to feature request for better tracking purpose.


  • Contributor ⭐️⭐️
  • December 16, 2022

Hi, this would also be helpful for our team!