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Action Plan Templates - Actions to be triggered based on custom fields

Summary:

Action Plan Templates - Actions to be triggered based on custom fields

Content (please ensure you mask any confidential information):

We have a requirement to create an Action Plan to manage the Hearing process.

We want to create an action plan template that consist of actions that guide the agent of steps/process to follow to manage the case in a timeous manner. For example in a hearing action plan the actions/steps would be as follows:

  1. Schedule Hearing
  2. Notify Employee
  3. Hearing is held
  4. Receive Outcome of hearing
  5. Communicate Outcome

We would like the duration/due date of the action in step 4 ‘Receive outcome of hearing’, to be calculated on the actual date of the hearing, which is a custom date field on the Case, plus the task duration, and not based on the prerequisite of action 3 ‘Hearing is held’

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