Under Consideration

Automate 'End Date' when creating Success Plan

Has anyone figured out a way to auto populate the ‘End Date’ field when creating a new Success Plan? For a specific Success Plan we have in place the end date would always start out 60 days from the date of creation and it would be nice to automate this for our team.

3 replies

Userlevel 7
Badge +2

@tmaggio58 changed this to feature request for better tracking purpose.

Userlevel 4

Hi @tmaggio58 

Does “end date” mean “due date”? Will being able to configure default value for “due date” in success plan admin solve the problem? Currently, success plans don’t have this capability. We are also working on updating/editing success plans via rules engine. It is in our medium term roadmap


Userlevel 7
Badge +2

@tmaggio58 thank you for sharing your request here, I will let you know here.