| 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.AssessmentTaskDefinitionId—Assessment
Task Definition ID
-
AssessmentTask.AssignedToId—AssignedTo
ID
-
AssessmentTask.Description—Description
-
AssessmentTask.EndTime—End
Time
-
AssessmentTask.IsRequired—Required
-
AssessmentTask.Name—Name
-
AssessmentTask.OwnerId—Owner
ID
-
AssessmentTask.ParentId—Visit
ID
-
AssessmentTask.ReferenceRecordId—ReferenceRecord
ID
-
AssessmentTask.SequenceNumber—Sequence
-
AssessmentTask.StartTime—Start
Time
-
AssessmentTask.Status—Status
-
AssessmentTask.TaskDefinitionId—TaskDefinition
ID
-
AssessmentTask.TaskType—Task
Type
-
DocumentChecklistItem.Comments—Comments
-
DocumentChecklistItem.DocumentCategoryId—Document
Category ID
-
DocumentChecklistItem.DocumentTypeId—Document
Type ID
-
DocumentChecklistItem.Instruction—Instructions
-
DocumentChecklistItem.IsAccepted—Accepted
-
DocumentChecklistItem.IsFrozen—Frozen
-
DocumentChecklistItem.IsRequired—Required
-
DocumentChecklistItem.Name—Name
-
DocumentChecklistItem.OwnerId—Owner
ID
-
DocumentChecklistItem.ParentRecordId—Parent
Record ID
-
DocumentChecklistItem.ReceivedDocumentId—Received
Document ID
-
DocumentChecklistItem.Status—Status
-
DocumentChecklistItem.ValidatedById—User
ID
-
DocumentChecklistItem.ValidationDateTime—Validation
Date Time
-
DocumentChecklistItem.WhoId—Who
ID
-
Event.ActivityDate—Due Date
Only
-
Event.ActivityDateTime—Due Date
Time
-
Event.Description—Description
-
Event.DurationInMinutes—Duration
-
Event.EndDateTime—End Date
Time
-
Event.EventSubtype—Event
Subtype
-
Event.IsAllDayEvent—All-Day
Event
-
Event.IsPrivate—Private
-
Event.IsRecurrence—Create
Recurring Series of Events
-
Event.IsReminderSet—Reminder
Set
-
Event.Location—Location
-
Event.OwnerId—Assigned To ID
-
Event.Recurrence2PatternText—Recurrence
Pattern
-
Event.RecurrenceDayOfMonth—Recurrence
Day of Month
-
Event.RecurrenceDayOfWeekMask—Recurrence
Day of Week Mask
-
Event.RecurrenceEndDateOnly—Recurrence
End
-
Event.RecurrenceInstance—Recurrence
Instance
-
Event.RecurrenceInterval—Recurrence
Interval
-
Event.RecurrenceMonthOfYear—Recurrence
Month of Year
-
Event.RecurrenceStartDateTime—Recurrence
Start
-
Event.RecurrenceTimeZoneSidKey—Recurrence
Time Zone
-
Event.RecurrenceType—Recurrence
Type
-
Event.ReminderDateTime—Reminder
Date/Time
-
Event.ShowAs—Show Time As
-
Event.StartDateTime—Start Date
Time
-
Event.Subject—Subject
-
Event.Type—Type
-
Event.WhatId—Related To ID
-
Event.WhoId—Name ID
-
GenericVisitTask.DefinitionReferenceId—Generic
Visit Task ID
-
GenericVisitTask.Description—Description
-
GenericVisitTask.EndDateTime—End
Date Time
-
GenericVisitTask.IsRequired—Required
-
GenericVisitTask.Name—Name
-
GenericVisitTask.OwnerId—Owner
ID
-
GenericVisitTask.Sequence—Sequence
-
GenericVisitTask.StartDateTime—Start
Date Time
-
GenericVisitTask.Status—Status
-
GenericVisitTask.VisitId—Visit
ID
-
OtherComponentTask.Description—Description
-
OtherComponentTask.FullyQualifiedName—Fully
Qualified Name
-
OtherComponentTask.Name—Name
-
OtherComponentTask.OwnerId—Owner
ID
-
OtherComponentTask.ParentTaskId—Assessment
Task ID
-
OtherComponentTask.ParticipantRoleId—ParticipantRole
ID
-
RecordAction.ActionDefinition—Action
Definition
-
RecordAction.ActionType—Action
Type
-
RecordAction.FlowDefinition—Interaction
Definition ID
-
RecordAction.FlowInterviewId—FlowInterview
ID
-
RecordAction.IsMandatory—Is
Mandatory
-
RecordAction.IsUiRemoveHidden—Hide
Remove Action in UI
-
RecordAction.Order—Order
-
RecordAction.ParticipantRoleId—ParticipantRole
ID
-
RecordAction.Pinned—Pinned
-
RecordAction.RecordId—Parent
Record ID
-
RecordAction.Status—Status
-
SignatureTask.Description—Description
-
SignatureTask.Name—Name
-
SignatureTask.ParentTaskId—Assessment
Task ID
-
Task.APT_Custom_Text_1_c__c—APT
Custom Text - 1
-
Task.ActivityDate—Due Date
Only
-
Task.Boolean_Test__c—Boolean
Test
-
Task.CallDisposition—Call
Result
-
Task.CallDurationInSeconds—Call
Duration
-
Task.CallObject—Call Object
Identifier
-
Task.CallType—Call Type
-
Task.Custom_Picklist__c—Custom
Picklist
-
Task.Description—TEstActivityDEs
-
Task.IsRecurrence—Create
Recurring Series of Tasks
-
Task.IsReminderSet—Reminder
Set
-
Task.OwnerId—Assigned To ID
-
Task.Priority—Priority
-
Task.RecurrenceDayOfMonth—Recurrence
Day of Month
-
Task.RecurrenceDayOfWeekMask—Recurrence
Day of Week Mask
-
Task.RecurrenceEndDateOnly—Recurrence
End
-
Task.RecurrenceInstance—Recurrence
Instance
-
Task.RecurrenceInterval—Recurrence
Interval
-
Task.RecurrenceMonthOfYear—Recurrence
Month of Year
-
Task.RecurrenceRegeneratedType—Repeat
This Task
-
Task.RecurrenceStartDateOnly—Recurrence
Start
-
Task.RecurrenceTimeZoneSidKey—Recurrence
Time Zone
-
Task.RecurrenceType—Recurrence
Type
-
Task.ReminderDateTime—Reminder
Date/Time
-
Task.Status—Status
-
Task.Subject—Subject
-
Task.TaskSubtype—Task
Subtype
-
Task.Type—Type
-
Task.WhatId—Related To ID
-
Task.WhoId—Name ID
-
Task.test__c—test
-
Task.text_3__c—text 3
|
| 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.
|
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