ActionPlanTemplateItem

Important

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Supported Calls

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

Fields

Field	Details
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. The default value is `false`.
IsLocked	Type boolean Properties Defaulted on create, Filter, Group, Sort Description Indicates whether this action plan template item is locked or not. The default value is `false`. This field is available in Intelligent Sales in API version 44.0 and later.
IsRequired	Type boolean Properties Create, Defaulted on create, Filter, Group, Sort, Update Description Indicates whether the task created from this template item is required. The default value is `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 are: `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. The default value is `false`. This field is available in Intelligent Sales in API version 44.0 and later.
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.