We use Intake Checklist Plans already and now want to add checklists to Program Engagements. We have created the Action Plan Templates (Action Plan Type = Industries; Target Object= Program Engagement), published the templates, and added theAction Plan Templates to Action Plan Template Groups. We created a Program Engagement Lightning Record Page (Changed to Header and Left Sidebar) with the Action Plan Checklist in the left section of the page. Users can access the Program Engagement page but cannot add checklists. Users can create checklists with an Intake record page. What did we miss?
Hi both, I believe this should be possible but I don't think we currently document the steps required to make this available on any object that is not Intakes.
Have you created a lookup field from Program Engagement to the Action Plan Template Group object? Once you create the lookup field, note down the API field name and add it as a parameter to the Action Plan Checklist component in App Builder
