Associate Plans with the Plan Details Form

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This article explains how to associate plans together using the Plan Details form.

In the OnePlan Plan Details forms, you are able to create associations between different plans (i.e. associate Key Results to a Project, etc.) by adding a Lookup or Multi-Lookup field into the details form and displaying that information as a table (must be configured by an Administrator).

These tables allow the end user to easily select plans to associate to the current plan.

associated_key_results_show_as_table_in_plan_details_settings.png
associated_plans_tables_on_the_front_end_plan_details_form.png

Associate a Plan to the Current Project

To create these plan associations using the Associated Plans tables in the Plan Details forms:

  1. Click the Add Item button for your desired plan type. In this example, I want to select a Key Result to associate to this Project. The Select Plans interface will open.

    associate_plans_in_details_form_click_add_item.png

  2. Search for or select the plan you would like to add to the association table. You can only select one plan at a time.

    select_plan_to_associate_in_the_plan_details_form.png

  3. Click Select. The selected plan will be added to the association table.

    plan_added_to_the_associated_plan_table_in_plan_details.png

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