Action plan framework column customization
Key Takeaway
To choose which columns the action plan framework shows, and in what order, edit the "Assessment Tasks" related list on the Action Plans page layout. Set its "Selected Fields" and put them in the order you want.
In Life Sciences Cloud, Key Account Management (KAM) uses an action plan framework to show the tasks that account managers carry out for their plans. You decide which columns appear in that framework, and in what order, by editing the Action Plans page layout. So when account managers need to see different task fields, the answer is a page layout change.
Key Account Management and the action plan framework
With Key Account Management, account managers and medical science liaisons build account plans and territory plans, manage goals, and execute tasks. They can work on the web and on an iPad. The action plan framework is available for both account plans and territory plans.
The tasks in the framework come from design-time setup. During design-time setup, each measure is broken down into actionable tasks using action plan template items. Column customization changes which fields display for those tasks and their order.