---
schema_version: "1"
id: 610c486d26f1db9a60ef2dcc10759f43cf84ee5c95560923d3652e31c5a584f2
title: ActionPlanTemplateItem
collection: legacydeveloper
version: current
locale: en-us
portal_url: https://docs.salesforce.com/legacydeveloper/current/en-us/life_sciences_dev_guide/lsc_sforce_api_objects_actionplantemplateitem.md
canonical_url: https://developer.salesforce.com/docs/atlas.en-us.life_sciences_dev_guide.meta/life_sciences_dev_guide/lsc_sforce_api_objects_actionplantemplateitem.htm
source_site: developer.salesforce.com
content_type: documentation
content_hash: 90abfa52454f75a4491971ad3f2d249cc7178c0a05908ffe5ca52b62192c356f
description: 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.
---
# 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.

![Important](https://developer.salesforce.com/docs/atlas.en-us.life_sciences_dev_guide.meta/life_sciences_dev_guide/images/icon_note_important.png)

#### Important

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.

## 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](https://developer.salesforce.com/docs/atlas.en-us.264.0.object_reference.meta/object_reference/sforce_api_associated_objects_change_event.htm)

Change events are available for the object.

[ActionPlanTemplateItemFeed](https://developer.salesforce.com/docs/atlas.en-us.264.0.object_reference.meta/object_reference/sforce_api_associated_objects_feed.htm)

Feed tracking is available for the object.

[ActionPlanTemplateItemHistory](https://developer.salesforce.com/docs/atlas.en-us.264.0.object_reference.meta/object_reference/sforce_api_associated_objects_history.htm)

History is available for tracked fields of the object.

[ActionPlanTemplateItemOwnerSharingRule](https://developer.salesforce.com/docs/atlas.en-us.264.0.object_reference.meta/object_reference/sforce_api_associated_objects_ownersharingrule.htm)

Sharing rules are available for the object.

[ActionPlanTemplateItemShare](https://developer.salesforce.com/docs/atlas.en-us.264.0.object_reference.meta/object_reference/sforce_api_associated_objects_share.htm)

Sharing is available for the object.