Professional Services Automation Data Dictionary

pse__Action__c

Label: Action

Contains actions raised against projects.

Field NameField LabelCreated in VersionDescriptionTypeRequiredDefault Value
pse__Account__c Account Summer 2025 The account related to action.

Looks up to: Account

Lookup false
pse__Action_Description__c Action Description Summer 2025 A description of the action.

LongTextArea(32768)
pse__Action_Name__c Action Name Summer 2025 The name of the action.

Text(255) true
pse__Action_Owner__c Action Owner Summer 2025 The resource assigned as the action owner.

Looks up to: Contact

Lookup false
pse__Comments__c Comments Summer 2025 Additional comments about the action.

LongTextArea(32768)
pse__Completed_Date__c Completed Date Summer 2025 The date on which the action was completed.

Date false
pse__Completed__c Completed Summer 2025 Determines when completed based on the action's Status. Defaults to true when the Status is Completed. Set to false for all other Status values.

Formula:
If( ISPICKVAL( pse__Status__c, 'Completed'), true, false)
Checkbox
pse__Date_Raised__c Date Raised Summer 2025 The date on which the action was created.

Date false TODAY()
pse__Milestone__c Milestone Summer 2025 The milestone related to action.

Looks up to: pse__Milestone__c
Lookup false
pse__Opportunity__c Opportunity Summer 2025 The opportunity related to action.

Looks up to: Opportunity

Lookup false
pse__Project_Task__c Project Task Summer 2025 The project task related to action.

Looks up to: pse__Project_Task__c
Lookup false
pse__Project__c Project Summer 2025 The project related to action.

Looks up to: pse__Proj__c
Lookup false
pse__Status__c Status Summer 2025 The status of the action. Values are Not Started, In Progress, and Completed.

Picklist:
Completed
In Progress
Not Started
false


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