Enable automatic action plan creation
You can configure the Create Journey Accelerator Action Plan template so that a plan is automatically created from a lifecycle event.
Before you begin
The Create a new action plan for your employee activity must be active. See, Activate the Create a new action plan for your employee activity.
Role required: admin
Procedure
Navigate to All > Livecycle Events > Administration > Manage HR Templates.
Open the Create Journey Accelerator Plan template.
Set Create plan automatically.
- Set Create plan automatically to true to automatically create a plan when the lifecycle event activity is created.
- Set Create plan automatically to false create a to-do for Opened for person (manager) in the HR case.
- Click Update to apply and save your changes.
When Create plan automatically is set to true, an action plan is automatically created for the activity in a lifecycle event.