csag_ActionCreatePlaybookTasks
Create playbook tasks based on playbook task names, start date, end date, note, status, resource role and parent record the playbook tasks are related to.
| Property | Value |
|---|
| Label | Create Playbook Tasks |
| Category | Success Management |
| Since | Summer 2025 |
| Read-only | No |
| Supports Agents | Yes |
| Supports Flows | Yes |
| Async Action | No |
| Keywords | playbook tasks, create, manage |
Request Parameters
| Field | Type | Label | Description | Required |
|---|
EndDate | Date | EndDate | The single end date for the playbook tasks. This Date will be used for all created playbook tasks. If the Date is null then the playbook tasks will not have an end date. | No |
Note | String | Note | The single note for the playbook tasks. This note will be used for all created playbook tasks. If the note is null then the playbook tasks will have no notes. | No |
ParentId | Id | ParentId | The single ID of the parent record the playbook tasks are related to. This Id will be used for all created playbook tasks. If the ID is null then the playbook tasks will not be related to any parent record. | No |
ResourceRole | String | ResourceRole | The single resource role for the playbook tasks, such as "Customer Success Manager" or "Account Executive". This resource role will be used for all created playbook tasks. If the resource role is null then the playbook tasks will not have a resource role. A resource role is a job role and not a specific person. | No |
StartDate | Date | StartDate | The single start date for the playbook tasks. This Date will be used for all created playbook tasks. If the Date is null then the playbook tasks will not have a start date. | No |
Status | String | Status | The single status for the playbook tasks. This status will be used for all created playbook tasks. If the status is null then the playbook tasks will have the default status. | No |
TaskNames | List<String> | TaskNames | The list of names for generating tasks. A valid name must be provided for each playbook task to be created. If the list is empty then no playbook tasks will be created. | Yes |
Response Parameters
| Field | Type | Label | Description | Required |
|---|
PlaybookTasks | List<csc__Playbook_Task__c> | PlaybookTasks | The playbook tasks created. | Yes |
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