Plan Fields

The Plan object includes the following fields.

Warning:

For the scenario history feature to work properly, field history tracking must be enabled for the Plan object. In addition, the Default Scenario and Locked fields must have history tracking enabled. If you disable history tracking for those fields, the feature does not work properly. For more information about the feature, see Scenario and Cell History and Enabling Scenario History. For more information about field history tracking, see the Salesforce Help.

Key: * – Mandatory field

Plan Fields
Field		Description
Analytics Value		Search and select the available values from Analytics of the Dimension selected in the Dimension column.
Data Source		The WorkGrid data source which this plan is related to.
Data Source Description		The information about the data source.
Default Scenario		The default scenario of the plan. This scenario is displayed by default when you open the plan.
Description		The description of the plan.
Dimension		Search and select the dimension from the dataset to map the Analytics value.
Dimension 1 - 12		The first to the twelfth dimension that is used in this plan. The Dimension 1 field is mandatory.
Dimension Value Mappings		Stores the mapping of plan values in JSON format to retrieve data from a related dataset.
Locked		If selected, the plan and all its scenarios are locked and cannot be edited. Note: You can use this field in your custom approval processes.
Locking Job		For Certinia internal use only.
Measure 1 - 6		The first to the sixth measure that is used in this plan. The Measure 1 field is mandatory.
New Value		The new value to map the Analytics value.
Plan Name	*	The name of the plan.
Visualization Settings		For Certinia internal use only.

Lightning Actions and Buttons

The Plan object includes the following Lightning actions and list buttons. For a description of the buttons included in the plan table, see Plan Table Reference.

Lightning Actions on the Plan Object
Action	Description	Displayed on the Plan Lightning Page
Clone Plan	Creates a copy of the plan and its scenarios. For more information, see Cloning a Plan. Note: This replaces the standard Salesforce Clone record button.	Always displayed.
Delete Plan	Deletes the plan record. For more information, see Deleting a Single Plan. Note: This replaces the standard Salesforce Delete record button.	Always displayed.
Export as XLSX	Exports the currently visible plan table to an XLSX file. For more information, see Importing and Exporting Plans.	Always displayed.
Import from XLSX	Import the data from an XLSX file into the current scenario. For more information, see Importing and Exporting Plans.	Displayed when the Locked field on the plan record is deselected.
Lock Plan	Locks an unlocked plan and all its scenarios so that they cannot be edited. For more information, see Locking a Plan.	Displayed when the Locked field on the plan record is deselected.
Send to Analytics	Sends the plan to an Analytics dataset. For more information, see Send Plans to Analytics and Sending a Single Plan to Analytics.	Always displayed.
Unlock Plan	Unlocks a locked plan so that it can be edited again. For more information, see Unlocking a Locked Plan.	Displayed when the Locked field on the plan record is selected.

List Buttons on the Plan Object
Button	Description
Delete Plans	Deletes the selected plans. For more information, see Deleting Multiple Plans.
Send to Analytics	Sends the selected plans to Analytics datasets. For more information, see Send Plans to Analytics and Sending Multiple Plans to Analytics.