ActionPlanId |
- Type
- reference
- Properties
- Create, Filter, Group, Sort
- Description
-
The ID of the action plan that this item belongs
to.
|
ActionPlanTemplateItemId |
- Type
- reference
- Properties
- Create, Filter, Group, Nillable, Sort
- Description
-
The ID of the action plan template item this item was
created from.
|
IsLocked |
- Type
- boolean
- Properties
- Defaulted on create, Filter, Group, Sort
- Description
-
Indicates whether this action plan item is locked or
not. The default value is false.
|
IsRequired |
- Type
- boolean
- Properties
- Create, Defaulted on create, Filter, Group, Sort
- Description
-
Indicates whether this action plan item is required
or not.
|
ItemEntityType |
- Type
- picklist
- Properties
- Filter, Group, Nillable, Restricted picklist, Sort
- Description
-
The type of object used with the item. This field is
available in API version 61.0 and later.
- Possible values are:
-
AssessmentTask—Assessment
Task
-
DocumentChecklistItem—Document
Checklist Item
-
Event-Available only
with sales action plans in API version 63.0 and
later with the Sales Action Plans add-on license
and the Sales Action Plans default permission set.
-
GenericVisitTask—Generic Visit
Task
-
OtherComponentTask—Other
Component Task
- RecordAction
-
SignatureTask—Signature Task
- Task
|
ItemId |
- Type
- reference
- Properties
- Create, Filter, Group, Nillable, Sort
- Description
-
The ID of the record created by this action plan
item. This field is a polymorphic relationship
field.
- Relationship Name
- Item
- Refers To
- DocumentChecklistItem, Event, RecordAction, Task
|
ItemState |
- Type
- picklist
- Properties
- Create, Filter, Group, Restricted picklist, Sort,
Update
- Description
-
The action plan item’s work state.
- Possible values are:
- Canceled
- Completed
- Deleted
- In
Progress
- Pending
|
Name |
- Type
- string
- Properties
- Create, Filter, Group, idLookup, Sort, Update
- Description
-
The name of this action plan item.
|