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ActionPlanItem

Represents the instance of an action plan item.This object is available in API version 44.0 and later.

Supported Calls

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

Fields

Field Name	Details
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.

Associated Objects

This object has the following associated objects. Unless noted, they are available in the same API version as this object.

ActionPlanItemChangeEvent: Change events are available for the object.
ActionPlanItemFeed: Feed tracking is available for the object.
ActionPlanItemHistory: History is available for tracked fields of the object.
ActionPlanItemOwnerSharingRule: Sharing rules are available for the object.
ActionPlanItemShare: Sharing is available for the object.