Creating Action Plan in Winter '20 fails with Required fields are missing: [ActionPlanType]
Trailblazer Community

Known Issues · Fixed

Creating Action Plan in Winter '20 fails with Required fields are missing: [ActionPlanType]

Financial Services Cloud

Last updated 2019-10-14 ·Reference W-6576829 ·Reported By 0 users

Fixed - Winter '20

Summary
Creating ActionPlans in Winter '20 with ActionPlanTemplates published in Summer '19 fails with Error Required fields are missing: [ActionPlanType]

Repro
1. Create a new ActionPlan from a published template (with Account or Opportunity object)
2. Preview the ActionPlan tasks details
3. Click on Save

Workaround
Create a new ActionPlanTemplate in Winter'20 and use it to create ActionPlans.

Reported By (0)

Is it Fixed?

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