Action Plans V3 Customization

Question

I just installed Action Plan V3 and have a question regarding the "Subject" field in the templates. I use these to create tasks for specific opportunities. Is there any way to add the name of the opportunity into the subject line of the task within the template? For example, I have the same template applied to two different opportunities. Can the task subject be the base (in my case Email alert 1) plus the name of the opportunity? This would allow me to see at a glance which opportunity the task is related to without having to open the specific task up. I have tasks displayed on my calendar.

Thank you,

Ryan

Miglena Armutlu · Answer

Hello Ryan,   Just checking to see if you were able to figure out this. The following discussion might also be helpful:   https://success.salesforce.com/answers?id=90630000000CkxbAAC  Thanks!

Action Plans V3 Customization

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