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Engagement plans - no Tasks created until I manage the Engagement Plan Template and save
Hi folks.
I'm fairly new to this forum and wanted to post a quick question:
I recently enabled the NPSP engagment plans on a custom object on both my test org and production orgs. I noticed a strange behaviour:
1) create a new engagment plan template with 4 tasks in it
2) Go to the custom object where the engagment plan object is deployed and create a new engagment plan
3) Engagement plan is created but no tasks appear in the Open Activities
4) go back to the engagement plan template and click "Manage Template"
5) modify some random value and save
6) create a new engagement plan in the custom object
7) this time, the 4 tasks are created against this new engagement plan and they appear in the Open Activities list.
8) every new engagement plan after this works properly and creates the associated tasks
I've been able to reproduce this on both my test and production environments. What's special about the "Manage Template" button which seems to unlock the engagement plan?
Any help would be greatly appreciated!
Thank you!
Sam.
I'm fairly new to this forum and wanted to post a quick question:
I recently enabled the NPSP engagment plans on a custom object on both my test org and production orgs. I noticed a strange behaviour:
1) create a new engagment plan template with 4 tasks in it
2) Go to the custom object where the engagment plan object is deployed and create a new engagment plan
3) Engagement plan is created but no tasks appear in the Open Activities
4) go back to the engagement plan template and click "Manage Template"
5) modify some random value and save
6) create a new engagement plan in the custom object
7) this time, the 4 tasks are created against this new engagement plan and they appear in the Open Activities list.
8) every new engagement plan after this works properly and creates the associated tasks
I've been able to reproduce this on both my test and production environments. What's special about the "Manage Template" button which seems to unlock the engagement plan?
Any help would be greatly appreciated!
Thank you!
Sam.