• Ian P.
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Q: Has anyone ever altered the Action Plans app to create tasks in a custom object rather than the standard Task object?

I thought I'd find out if anyone has done any customization of the Action Plans v3 (unmanaged) app from the AppExchange, particularly around Tasks. Here is what I am trying to determine feasibility on:

  • We like the ease of use of the task-to-task dependency logic. Close a task, 1 or more open...this portion of the app is great
  • What we'd like to change is the underlying task object...instead of creating standard tasks, have the Action Plan insert records in a custom task object. When those close, other custom tasks are inserted.

 

My gut instinct is: "If you do that, it's going to be more trouble than just recreating it", but I thought maybe someone might have some insight. Thanks!

  • October 17, 2013
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Q: Has anyone ever altered the Action Plans app to create tasks in a custom object rather than the standard Task object?

I thought I'd find out if anyone has done any customization of the Action Plans v3 (unmanaged) app from the AppExchange, particularly around Tasks. Here is what I am trying to determine feasibility on:

  • We like the ease of use of the task-to-task dependency logic. Close a task, 1 or more open...this portion of the app is great
  • What we'd like to change is the underlying task object...instead of creating standard tasks, have the Action Plan insert records in a custom task object. When those close, other custom tasks are inserted.

 

My gut instinct is: "If you do that, it's going to be more trouble than just recreating it", but I thought maybe someone might have some insight. Thanks!

  • October 17, 2013
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Hi Everybody,

 

We have created Action plan for Account related objects thru AppExchange, same way we need to create Action plan for Custom object.

 

Please share your ideas.

 

Thanks,

Krishna

  • May 03, 2011
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