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Action Plans App - Ability to use custom Activity Status
Hello,
I installed the Unmanaged Action Plans App (https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003HcINEA0&tab=r) in sandbox, and we use a custom Activity Status value of "Cancelled".
Can someone assist me in editing the existing triggers or creating a new trigger so that the Status' match and reference each other between the 4 Action Plan objects? I am not very knowledgeable in writing apex.
It would also be ideal that all other dependent tasks and/or all other tasks for that action plan are able to be canceled without being deleted in one click.
i.e. We might have an action plan to call, email, etc and if we get a not interested response we won't want to continue reaching out and want to keep the call task as complete but have the others be marked canceled.
Let me know if I can clarify further, and thank you in advance!
Stephanie
I installed the Unmanaged Action Plans App (https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003HcINEA0&tab=r) in sandbox, and we use a custom Activity Status value of "Cancelled".
Can someone assist me in editing the existing triggers or creating a new trigger so that the Status' match and reference each other between the 4 Action Plan objects? I am not very knowledgeable in writing apex.
It would also be ideal that all other dependent tasks and/or all other tasks for that action plan are able to be canceled without being deleted in one click.
i.e. We might have an action plan to call, email, etc and if we get a not interested response we won't want to continue reaching out and want to keep the call task as complete but have the others be marked canceled.
Let me know if I can clarify further, and thank you in advance!
Stephanie