ProcedurePlanSection

Represents various procedure setup sections for a procedure plan definition. Each section enables the setup of a procedure of a type that can be further determined by using a rule-based criteria or it can be set based on a selected lookup table. This object is available in API version 62.0 and later.

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 SOAP API Calls 

create(), delete(), describeSObjects(), query(), retrieve(), update(), upsert()

Supported REST API Methods 

DELETE, GET, HEAD, PATCH, POST, Query

Fields 

Description 

Type: string

Properties: Create, Filter, Group, Nillable, Sort, Update

Description: The description of the procedure plan section.

IsInherited 

Type: boolean

Properties: Create, Defaulted on create, Filter, Group, Sort

Description: Indicates if the section is inherited from a template ( true) ot not ( false).

The default value is false.

Phase 

Type: string

Properties: Create, Filter, Nillable, Sort, Update

Description: The phase associated with the procedure plan section record.

ProcedurePlanVersionId 

Type: reference

Properties: Create, Filter, Group, Sort

Description: The procedure plan version associated with this procedure plan section record.

This field is a relationship field.

Relationship Name: ProcedurePlanVersion

Relationship Type: Master-detail

Refers To: ProcedurePlanDefinitionVersion (the master object)

ResolutionType 

Type: picklist

Properties: Create, Filter, Group, Restricted picklist, Sort, Update

Description: The type of resolution used to filter the procedure.

Valid values are Default or RuleBased

SectionType 

Type: picklist

Properties: Create, Filter, Group, Restricted picklist, Sort

Description: The type of procedure section.

Valid values are Custom, PricingDiscoveryProcedure, PricingProcedure, or ProductDiscoveryProcedure

Sequence 

Type: int

Properties: Create, Filter, Group, Sort, Update

Description: The sequence in which the procedures are processed.

SubSectionType 

Type: string

Properties: Create, Filter, Group, Sort

Description: The procedure subsection added to the procedure plan definition.