ActionPlanTemplateItem

Represents the instance of an item on an action plan template version. This object is available in API version 64.0 and later in Key Account Management feature in the Life Sciences Cloud.

Where possible, we changed noninclusive terms to align with our company value of Equality. We maintained certain terms to avoid any effect on customer implementations.

Important

Supported Calls

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

Fields

ActionPlanTemplateVersionId

Type: reference
Properties: Create, Filter, Group, Sort
Description: The version of the action plan template this item is for.

This field is a relationship field in Key Account Management feature.
Relationship Name: ActionPlanTemplateVersion
Relationship Type: Master-detail
Refers To: ActionPlanTemplateVersion (the master object)

DisplayOrder

Type: int
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The order in which this item is displayed within the action plan template version.

IsActive

Type: boolean
Properties: Create, Defaulted on create, Filter, Group, Sort, Update
Description: Indicates whether the task created from this template item is active.
Default value: false

IsLocked

Type: boolean
Properties: Defaulted on create, Filter, Group, Sort
Description: Indicates whether this action plan template item is locked or not. This field is available in Intelligent Sales in API version 44.0 and later.
Default value: false

IsRequired

Type: boolean
Properties: Create, Defaulted on create, Filter, Group, Sort, Update
Description: Indicates whether the task created from this template item is required.
Default value: false

ItemEntityType

Type: picklist
Properties: Create, Filter, Group, Restricted picklist, Sort, Update
Description: The type of action plan template item entity. Always set to Task.
Possible values:
- Document Checklist Item
- Event—This value is available in API version 64.0.
- RecordAction
- Task
- PrvdEngmtComplianceCycle—Provider Engagement Compliance Cycle.

LastReferencedDate

Type: dateTime
Properties: Filter, Nillable, Sort
Description: The timestamp for when the current user last referenced a record related to this record.

LastViewedDate

Type: dateTime
Properties: Filter, Nillable, Sort
Description: The timestamp for when the current user last viewed this record. If this value is null, it’s possible that this record was referenced (LastReferencedDate) and not viewed.

MayEdit

Type: boolean
Properties: Defaulted on create, Filter, Group, Sort
Description: Indicates whether this action plan template item can be edited or not. This field is available in Intelligent Sales in API version 44.0 and later.
Default value: false

Name

Type: string
Properties: Create, Filter, Group, idLookup, Sort, Update
Description: The unique identifier for this action plan template item record.

SourceSystemIdentifier

Type: string
Properties: Create, Filter, Group, idLookup, Nillable, Sort, Update
Description: The identifier of the record in the source system. This field is available in Key Account Management in API version 64.0 and later.

SourceSystemName

Type: string
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The name of the system from which data is loaded into this object. This field is available in Key Account Management in API version 63.0 and later.

UniqueName

Type: string
Properties: Create, Filter, Group, Sort, Update
Description: The unique name for this action plan template item.

This field is unique within your organization.

Associated Objects

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

ActionPlanTemplateItemChangeEvent: Change events are available for the object.
ActionPlanTemplateItemFeed: Feed tracking is available for the object.
ActionPlanTemplateItemHistory: History is available for tracked fields of the object.
ActionPlanTemplateItemOwnerSharingRule: Sharing rules are available for the object.
ActionPlanTemplateItemShare: Sharing is available for the object.