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ActionPlanTemplateItemValue

Represents the value associated with an action plan template item. This object is available in API version 44.0 and later.

Supported Calls

create()delete()describeLayout()describeSObjects()getDeleted()getUpdated()query()retrieve()search()undelete()update()upsert()

Fields

Field Name Details
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.