| ActionPlanType |
- Type
- picklist
- Properties
- Create, Defaulted on create, Filter, Group, Restricted picklist, Sort
- Description
-
This action plan template’s type. Possible values are:
- Industries
-
Visit Execution.
For Intelligent Sales, select only Visit Execution.
-
-
PrvdEngmtCompliance—Provider Engagement
Compliance
|
| Category |
- Type
- picklist
- Properties
- Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
- Description
- Specifies the category that the action plan template belongs to.
Available
in API version 64.0 and
later.
- Possible
values are:
|
| Description |
- Type
- textarea
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
-
The description of this action plan template.
|
| EstimatedCompletionDays |
- Type
- int
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- The estimated number of days to complete the action plan.
Available in API
version 64.0 and later.
|
| FileBasedTemplatePath |
- Type
- string
- Properties
- Filter, Group, Nillable, Sort
- Description
- The path of the file based template using which the action plan template is
created.
Available in API version 64.0 and later.
|
| IsAdHocItemCreationEnabled |
- Type
- boolean
- Properties
- Create, Defaulted on create, Filter, Group, Sort, Update
- Description
- Indicates whether users can add tasks or other items to generated action
plans (true) or not (false).
|
| IsLocked |
- Type
- boolean
- Properties
- Defaulted on create, Filter, Group, Sort
- Description
-
Indicates whether this action plan template is locked or not. The default
value is false.
|
| 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 can be edited or not. The
default value is false.
|
| Name |
- Type
- string
- Properties
- Create, Filter, Group, idLookup, Sort, Update
- Description
-
The name of this action plan template.
|
| OwnerId |
- Type
- reference
- Properties
- Create, Defaulted on create, Filter, Group, Sort, Update
- Description
-
The ID of the user who owns this action plan template. This field is a
polymorphic relationship field.
- Relationship Name
- Owner
- Refers To
- Group, User
|
| ParentTemplateId |
- Type
- reference
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- The ID of the parent template associated with the action plan template.
- This field is a relationship field.
- Relationship Name
- ParentTemplate
- Refers To
- ActionPlanTemplate
|
| SourceType |
- Type
- picklist
- Properties
- Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
- Description
- Specifies the source type to which the action plan template belongs
to.
Available in API version 64.0 and later.
- Possible
values are:
|
| Status |
- Type
- picklist
- Properties
- Filter, Group, Nillable, Restricted picklist, Sort
- Description
-
The status of this action plan template.
- Possible values are:
- Draft
- Final—Published
- Obsolete
- ReadOnly
|
| Subcategory |
- Type
- picklist
- Properties
- Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
- Description
- The
subcategory
to which the action plan template belongs.
Available in API version 64.0 and
later.
- Possible
values are:
- Product Onboarding
- Customer Onboarding
|
| TargetEntityType |
- Type
- picklist
- Properties
- Create, Defaulted on create, Filter, Group, Restricted picklist, Sort
- Description
- The parent object this action plan template relates to.
- Possible values are:
|
| UniqueName |
- Type
- string
- Properties
- Create, Filter, Group, Sort, Update
- Description
- The unique name for this action plan template. This field is unique within
your organization.
|
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