Question
Data field for order of Objectives in a Success Plan
I'm trying to create a Rule that grabs the name of the next open Task within a Success Plan. Our Implementation Manager wants it on the Account, so she can build a report showing the next step for every customer.
However, I can't find a field that indicates the order of an Objective in a Success Plan. There's a "Template Order" field that's only filled out sometimes, which seems odd. It looks like it's only populated for Objectives created on/after Feb 20, 2018.
Is that field what I think it is? If so, I can use DataLoader to set the Template Order for all the older Objectives.
However, I can't find a field that indicates the order of an Objective in a Success Plan. There's a "Template Order" field that's only filled out sometimes, which seems odd. It looks like it's only populated for Objectives created on/after Feb 20, 2018.
Is that field what I think it is? If so, I can use DataLoader to set the Template Order for all the older Objectives.