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Action Plans Dashboard Settings (CX)

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About Action Plans Dashboard Settings

Inside the Action Plans section of your dashboard’s Settings, you can enable action planning and configure additional fields you want users to fill out when they create action plans.

Changes made on this page are automatically saved.

Qtip: Nothing will appear on this page until you have been given editing rights to the dashboard.

Enabling v2 Action Planning

Before you can start using v2 action planning in your dashboard, you need to enable it.

Attention: Drill down and data definition field types on action plans will not initially be supported in v2. Existing customers using these types of fields in action plans will not be eligible to use v2 Action Planning, unless they remove the existing fields.
  1. Go to your dashboard’s settings.
    Button that says Settings and has a gear icon
  2. Select Action Plans.
    Action plans section of dashboard settings
  3. Turn Enable action planning on.

Adding Custom Fields to Action Plans

By default, all action plans have a field for owners and the plan’s due date. However, if you want to add extra fields that action plan users should fill out, you can make the following edits in the Action Plans section of your dashboard’s settings.

In action plans section of dashboard settings, section for custom fields

  1. Click Field.
    the custom fields section of action planning. click field and select the field type to add a new field
  2. Select the type of field to add. Your options include:
    • Text: A field where the user can type an open-ended response. When used in action plan reporting, this acts like an Open Text field.
    • Date: A field where the user can enter a date. When used in action plan reporting, this acts like a Date field.
    • Checkbox: A field that functions like a multiple choice question where a user selects one or more options using checkboxes. When used in action plan reporting, this acts like a Text Set / Multi-Answer Text Set.
    • Dropdown: A field that functions like a multiple choice question where a user selects one or more options using a dropdown menu. When used in action plan reporting, this acts like a Text Set / Multi-Answer Text Set.
  3. Depending on your selected field type, the setup you complete is different. See the below sections for more information.

Text and Date Fields

For Text and Date fields, you need to specify a label for the field. This will be the name of the field users see when creating an action plan. To add a label for a field, enter it into the label box associated with the field.

two fields, one text and one date. for these fields, you enter a label for the field only

Checkbox and Dropdown Fields

Checkbox and Dropdown fields are set up in the same way. After adding one of these fields, you’ll see a second screen for customizing the field. Your customization options are as follow:

  1. Click Label to add a new option. Specify the name of this option in the Label column.
    options for customizing checkbox and dropdown fields.
  2. Click and drag the dots to the left of an option to reorder it.
  3. Enable the Display checkbox to display an option, or disable it to hide an option. This feature is especially useful if you have an option you want to remove without losing previously collected data for the option.
  4. Click the minus sign () to remove an option. Data associated with deleted options is irretrievable!
  5. Enable Multiple Selections if you’d like users to be able to select multiple options for this field.

Managing Custom Fields

You can perform the following actions on your custom fields:

how to manage custom fields. you can rearrange, delete, and edit fields

  1. Click and drag the dots to the left of a field to reorder it in the list.
  2. Click Edit next to a Dropdown or Checkbox field to edit the options for the field.
  3. Click Remove next to a field to delete it.
    Qtip: After clicking Remove, you’ll be asked to confirm your decision. Once a field is deleted, any data associated with that field is also deleted and is irretrievable!
    the deletion confirmation window before permanently deleting a field

Custom Fields in v1 Action Planning

This guide is only for users who do not have v2 action planning enabled. V1 action planning leans on the use of the old Action Planning Editor widget. It also does not allow you to create actions within plans.

When you add custom fields in v1 action planning, this creates additional fields that will appear on the Action Planning Editor widget.

Action editor widget with custom field indicated

  1. Go to Settings.
    Button that says Settings and has a gear icon
  2. Select the Action Plans tab.
    Opening the Action Plans tab
  3. Click Add Field.
  4. You have two field options: a custom field and a data definition field.

Custom Data Field

Custom Data fields allow you to define options right in the Action Plan Fields editor. They are not based on any source data.

  1. Select Field.
    Adding a custom field with the Field button underneath the
  2. Select the field type.
    Choosing field type from dropdown
    Your options are as follows:

    • Text: A field where the user can type an open-ended response. When used in aggregate reporting, acts like an Open Text field.
    • Date: A field where the user can select a date. When used in aggregate reporting, acts like a Date field.
    • Checkbox: A field where users can check the option that applies to them. When used in aggregate reporting, it acts like a Text Set field, except if Multiple Selections is enabled, in which case it acts like a Multi-Answer Text Set.
    • Dropdown: A field where users can select options from a dropdown. When used in aggregate reporting, it acts like a Text Set field, except if Multiple Selections is enabled, in which case it acts like a Multi-Answer Text Set.
    • Drilldown: This option differs significantly from the others, and is described in the subsection below.
  3. If you’ve selected the TextDate, or Drilldown field, type the name of the field you want to add. This field will be automatically saved.Typing in the name of your field type
  4. If you have selected Dropdown or Checkbox, a new window will appear where you can add options for your users to select.
    Field options editing window
  5. Click Label to add an option.
  6. Type the option’s name.
  7. Deselect Display to hide an option without permanently deleting.
  8. Select Multiple Selections to allow users to select multiple options.
  9. Click Create.

Qtip: You can always go back and edit the options in a Dropdown or Checkbox by clicking the Edit option next to the field.

Edit option available to the right of the Field

Drill Down

Drill downs are fields with multiple layers of answers. For example, your business may cover several regions. Within these regions are several offices your customers may have visited. Those using the field would first select a region, and then only see the offices that are within that region. For example, you can select “North America” and see “Provo” and “Dallas” as possible options, but not “Dublin” or “Paris.”

  1. Select Custom Data Field.
    Adding a custom field
  2. Type the name of the field you want to add.
    Naming field and adding downstream values
  3. Select Drill Down under Field Type.
  4. Click Add a downstream field.
  5. Name the downstream fields.
    Gear
  6. Click the gear to manage the options for your first field.
  7. Click Add to add an option.
    Window
  8. Type the option’s name.
  9. Deselect Display to hide an option without permanently deleting.
  10. Click Save.
  11. Click the gear to manage the options for your second field.
    Gear
  12. Click Add to add an option.
    Window with upstream value column unlike previous
  13. Type the option’s name.
  14. Select the option’s Upstream Value. Here, Dublin’s upstream value is Europe, but Provo’s is North America.
  15. Deselect Display to hide an option without permanently deleting.
  16. Click Save.

Data Definition Field

Data Definition Fields allow you to add questions and fields from your dashboard source to your action plans.

  1. Select Data Definition Field.
    data definition
  2. Choose the setting you would like to use.
  3. Rename the field so it’s easier to understand in the context of the action plan.
    Field renamed so it's not a clunky numbered question

Managing v1 Custom Fields

To remove a field, click the X to the left.

X icon next to a highlighted field

Then, after reading the Warning popup window, select Yes.

Warning message

Warning: When you delete a field, all data entered into these fields for any action plans you have set up will be deleted! This information is not retrievable.

You can change the order that the fields appear in the Action Planning Editor by clicking the icon and dragging the field.

Icon of three parallel horizontal lines next to a field

FAQs