| ActionPlanState |
- Type
- picklist
- Properties
- Create, Defaulted on create, Filter, Group, Sort, Update
- Description
-
The
status
of work being done for the action
plan..
- Possible values are:
- Not
Started
- In
Progress
- Canceled
- Complete
|
| ActionPlanTemplateVersionId |
- Type
- reference
- Properties
- Create, Filter, Group, Sort
- Description
-
The ID of the version of the action plan template used to create this action plan. At creation, the referenced action plan template must be in the
published state.
|
| ActionPlanType |
- Type
- picklist
- Properties
- Create, Filter, Group, Restricted picklist, Sort
- Description
-
The action plan’s
type.
- Possible values are:
- Industries
- Visit
Execution
|
| IsUsingHolidayHours |
- Type
- boolean
- Properties
- Create, Defaulted on create, Filter, Group, Sort
- Description
-
Indicates that task completion dates have been calculated by incrementing the task offset for each non-work day, excluding recurring holidays.
|
| 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.
|
| Name |
- Type
- string
- Properties
- Create, Filter, Group, Sort, Update
- Description
-
Name of the action plan.
|
| OwnerId |
- Type
- reference
- Properties
- Create, Defaulted on create, Filter, Group, Sort, Update
- Description
-
The ID of the user who owns this record.
|
| StartDate |
- Type
- date
- Properties
- Create, Defaulted on create, Filter, Group, Sort
- Description
-
The start date of this action plan.
|
| TargetId |
- Type
- reference
- Properties
- Create, Filter, Group, Nillable, Sort
- Description
-
The ID of the
parent object record that relates to this action
plan.
For
API version 62.0 and later, supported parent objects
are ApplicationFormEvaluation and
VettingEvaluation.
For API version
48.0
and later, supported parent objects are Account,
AssetsAndLiabilities, BusinessMilestone, Campaign,
Card, Case, Claim, Contact, Contract, Financial
Account, Financial Goal, Financial Holding,
InsurancePolicy, InsurancePolicyCoverage, Lead,
Opportunity, PersonLifeEvent,
ResidentialLoanApplication, and Visit as well as
custom objects with activities
enabled.
For API version
47.0
and later, supported parent objects are Account,
BusinessMilestone, Campaign, Case, Claim, Contact,
Contract, InsurancePolicy, InsurancePolicyCoverage,
Lead, Opportunity, PersonLifeEvent, and Visit as
well as custom objects with activities enabled.
For API version 46.0 and later,
supported parent objects are Account, Campaign,
Case, Contact, Contract, Lead, and Opportunity as
well as custom objects with activities enabled.
For
API version 45.0 and earlier:
the
only
supported
parent
object
is
Account.
|
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