Plan Details App

Direct Answer: What Is a Plan Details Form in OnePlan? A Plan Details form in OnePlan is the configurable layout that controls what information users see and enter on the Details tab of a plan. Each Plan Type (such as Pro...

Direct Answer: How Plan Details Form Configuration Works in OnePlan Plan Details form configuration in OnePlan follows a recommended sequence: build the form’s Sections, Fields, and Elements first, split the form into mul...

Direct Answer: How to Configure Plan Detail Forms in OnePlan To configure a Plan Details form in OnePlan, open the Form Editor for the desired Plan Type — either from Setup > Area > Plan Types > Form Editor, or from the C...

Direct Answer: How to Set Up Split Fields for Plan Detail Forms in OnePlan To set up a split field in OnePlan, make sure a multi-select lookup field already exists on the Plan Details form, then select its Edit icon to op...

Direct Answer: How to Configure Process Flow Steps in OnePlan To configure process flow steps in OnePlan, open the Plan Details Form Editor for the desired Plan Type, then select Add Step to create a new step. Open the st...

Direct Answer: How the Stage Gate Workflow Process Works in OnePlan The Stage Gate Workflow process in OnePlan controls how a plan progresses through defined stages by applying rules and approvals, and automated actions a...

Direct Answer: How to Configure a Standard Stage Gate in OnePlan To configure a Standard Stage Gate in OnePlan, open the Plan Details Form Editor, select a process step, then go to the Stages tab and choose Standard Stage...

Direct Answer: How to Configure Auto Approval Stage Gates in OnePlan To configure an auto approval stage gate in OnePlan, open the Plan Details Form Editor for the Plan Type, select the ⋮ (kebab) menu for the process flow...

Direct Answer: How to Configure Stage Gate Approvals in OnePlan To configure stage gate approvals in OnePlan, open the Plan Details Form Editor for the Plan Type, select the ⋮ (kebab) menu for the process flow step you wa...

Direct Answer: What Are Business Rules in OnePlan? Business Rules in OnePlan are configurable logic that control how fields and sections behave on a Plan Details form based on defined conditions. A rule evaluates plan dat...

Direct Answer: How to Create Business Rules for Plan Details Forms in OnePlan To create a Business Rule for a Plan Details form in OnePlan, open the Form Editor for the desired Plan Type, select the Content button, and go...

Direct Answer: How to Customize Plan Detail Forms with JavaScript in OnePlan To customize a Plan Details form with JavaScript in OnePlan, open the Form Editor for the Plan Type, select the ⋮ (kebab) menu in the top right ...