Plans

Plans

Plans are the subscription options you review in the configuration area. Open a plan from the list when you need to inspect its details.

Before you start

The Plans page loads the list when you open it. Use the column values to recognise the plan you need before opening it.

Understand the plan list

The Plans page is a grid for reviewing subscription plans. The page starts with the All plans and Plans breadcrumbs, followed by these columns:

When no plan rows are available, the page shows No data and Count: 0.

Filter the plan list

The Filter row and Header filter narrow the plan rows by the values in their columns.

Prerequisites

• The Plans list is open.
• The column you want to use is visible.

Steps

1. In the Filter row, enter the value you want to use for the selected column.
2. Press Enter to apply the filter.
3. If you need a column-specific filter, select the Header filter for that column.

Result: The grid applies the selected filter to the plan list.

Find and open a plan

A plan record is the detailed page for a subscription option identified by its name, price, dates, and active state.

Prerequisites

• The Plans list is open.
• The plan appears in the list.

Steps

1. Use one of these alternatives:

   If you are selecting…	Do this
   A plan row	Select a cell in the row other than the edit cell.
   The edit link	Select the Edit-cell link in the row.

Result: The selected plan opens at /configuration/plans/<Id>.

When the list cannot load

The list-load error is the message shown when the request for plans fails.

Continue to plan details

After the selected plan opens, continue with its detailed work.

Prerequisites

• The selected plan record is open.

Steps

1. On the plan record, continue with Plan details.

Result: The selected plan's detailed record is open.