| ActionPlanTemplateItemId |
- Type
- reference
- Properties
- Create, Filter, Group, Sort
- Description
-
The ID of the action plan template item that this
value relates to.
- Relationship Name
- ActionPlanTemplateItem
- Relationship Type
- Master-detail
- Refers To
- ActionPlanTemplateItem (the master object)
|
| IsActive |
- Type
- boolean
- Properties
- Create, Defaulted on create, Filter, Group, Sort,
Update
- Description
-
Indicates whether the task created from this template
item is active. The default value is false.
|
| IsLocked |
- Type
- boolean
- Properties
- Defaulted on create, Filter, Group, Sort
- Description
-
Indicates whether this action plan template item
value is locked or not. The default value is false.
|
| ItemEntityFieldName |
- Type
- picklist
- Properties
- Create, Filter, Group, Restricted picklist, Sort,
Update
- Description
-
The name of the field on the action plan template
item that this value is for. Available fields
include:
-
AssessmentTask.AssignedToId
-
AssessmentTask.AssessmentTaskDefinitionId
- AssessmentTask.Description
- AssessmentTask.EndTime
- AssessmentTask.IsRequired
- AssessmentTask.Name
- AssessmentTask.OwnerId
-
AssessmentTask.ParentId (Visit ID)
-
AssessmentTask.ReferenceRecordId
- AssessmentTask.SequenceNumber
- AssessmentTask.StartTime
- AssessmentTask.Status
- AssessmentTask.TaskDefinitionId
- AssessmentTask.TaskType
- DocumentChecklistItem.DocumentTypeId
- DocumentChecklistItem.Instruction
- DocumentChecklistItem.IsAccepted
- DocumentChecklistItem.IsFrozen
- DocumentChecklistItem.IsRequired
- DocumentChecklistItem.Name
- DocumentChecklistItem.OwnerId
- DocumentChecklistItem.ParentRecordId
- DocumentChecklistItem.Status
- DocumentChecklistItem.WhoId
- Event
- Event.ActivityDate
- Event.ActivityDateTime
- Event.Description
- Event.DurationInMinutes
- Event.EndDateTime
- Event.EventSubtype
- Event.IsAllDayEvent
- Event.IsPrivate
- Event.IsRecurrence
- Event.IsReminderSet
- Event.IsVisibleInSelfService
- Event.Location
- Event.OwnerId
- Event.Recurrence2PatternText
- Event.RecurrenceDayOfWeekMask
- Event.RecurrenceDayOfMonth
- Event.RecurrenceEndDateOnly
- Event.RecurrenceInterval
- Event.RecurrenceInstance
- Event.RecurrenceMonthOfYear
- Event.RecurrenceStartDateTime
- Event.RecurrenceTimeZoneSidKey
- Event.RecurrenceType
- Event.ReminderDateTime
- Event.StartDateTime
- Event.ShowAs
- Event.Subject
- Event.Type
- Event.WhatId
- Event.WhoId
-
IndividualApplicationTask.Description
This value is available in API version 62.0 and
later.
-
IndividualApplicationTask.IsSubmitted
- IndividualApplicationTask.Name
- IndividualApplicationTask.SavedApplicationUrl
-
OtherComponentTask.ParticipantRoleId
- RecordAction.ActionDefinition
- RecordAction.ActionType
-
RecordAction.FlowDefinition (Interaction
Definition ID)
- RecordAction.FlowInterviewId
- RecordAction.IsMandatory
-
RecordAction.IsUiRemoveHidden (Hide
Remove Action in UI)
- RecordAction.Order
- RecordAction.Pinned
-
RecordAction.ParticipantRoleId
-
RecordAction.RecordId(Parent Record
ID)
- RecordAction.Status
-
Task.ActivityDate (Due Date Only)
- Task.CallDisposition
- Task.CallDurationInSeconds
- Task.CallObject
- Task.CallType
- Task.Description
- Task.IsRecurrence
- Task.IsReminderSet
-
Task.OwnerId (Assigned To ID)
- Task.Priority
- Task.RecurrenceDayOfMonth
- Task.RecurrenceDayOfWeekMask
- Task.RecurrenceEndDateOnly
- Task.RecurrenceInstance
- Task.RecurrenceInterval
- Task.RecurrenceMonthOfYear
- Task.RecurrenceRegeneratedType
- Task.RecurrenceStartDateOnly
- Task.RecurrenceTimeZoneSidKey
- Task.RecurrenceType
- Task.ReminderDateTime
- Task.Status
- Task.Subject
- Task.TaskSubtype
-
Task.WhatId
(Related To ID)
- Task.WhoId
|
| ItemEntityType |
- Type
- picklist
- Properties
- Filter, Group, Nillable, Restricted picklist, Sort
- Description
-
The type of action plan template item.
- Possible values are:
- Document Checklist
Item
-
Event—Available in API version
63.0 and later with the Sales Action Plans add-on
license and the Sales Action Plans default
permission set.
- RecordAction
- Task
|
| LastReferencedDate |
- Type
- dateTime
- Properties
- Filter, Nillable, Sort
- Description
-
The most recent date on which a user referenced this
record.
|
| LastViewedDate |
- Type
- dateTime
- Properties
- Filter, Nillable, Sort
- Description
-
The most recent date on which a user viewed this
record.
|
| MayEdit |
- Type
- boolean
- Properties
- Defaulted on create, Filter, Group, Sort
- Description
-
Indicates whether this action plan template item
value can be edited or not. The default value is
false.
|
| Name |
- Type
- string
- Properties
- Create, Filter, Group, idLookup, Sort, Update
- Description
-
The unique identifier for this record.
|
| ValueFormula |
- Type
- string
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
-
A formula used to calculate the value for this action
plan template item.
|
| ValueLiteral |
- Type
- textarea
- Properties
- Create, Filter, Nillable, Update
- Description
-
The value for this action plan template item.
|