csag_ActionUpdatePlaybookTasks
Update playbook tasks based on resource role, start date, end date, note, status and parent record the playbook tasks are related to. Resource (person) assignment is handled by the separate Assign Playbook Tasks action.
| Property | Value |
|---|
| Label | Update Playbook Tasks |
| Category | Success Management |
| Since | Summer 2025 |
| Read-only | No |
| Supports Agents | Yes |
| Supports Flows | Yes |
| Async Action | No |
| Keywords | playbook tasks, update, manage |
Request Parameters
| Field | Type | Label | Description | Required |
|---|
ParentId | Id | ParentId | The single ID of the parent record the playbook tasks are related to. This ID will be used to update all playbook tasks. If the ID is null then the parent record of the playbook tasks will not be updated. | No |
UserOrResourceId | Id | UserOrResourceId | Deprecated. Person assignment is now performed by the Assign Playbook Tasks action. This field is ignored. | No |
StartDate | Date | StartDate | The single start date for the playbook tasks. This Date will be to update all playbook tasks. If the Date is null then the start date field of the playbook tasks will not be updated. | No |
EndDate | Date | EndDate | The single end date for the playbook tasks. This Date will be to update all playbook tasks. If the Date is null then the end date field of the playbook tasks will not be updated. | No |
Note | String | Note | The single note for the playbook tasks. This note will be used to update all playbook tasks. If the note is null then the notes field of the playbook tasks will not be updated. | No |
Status | String | Status | The single status for the playbook tasks. The status must be used to update all playbook tasks. If the status is null then the status field of the playbook tasks will not be updated. | No |
ResourceRole | String | ResourceRole | The single resource role for the playbook tasks, such as "Customer Success Manager" or "Account Executive". This value will be used to update the resource role field on all playbook tasks. If the resource role is null then the resource role field of the playbook tasks will not be updated. A resource role is a job role and not a specific person, so to assign a named individual to the playbook tasks use the Assign Playbook Tasks action instead. | No |
PlaybookTaskIds | List<Id> | PlaybookTaskIds | A list of playbook task IDs to update. Each item in the list must be a valid playbook task ID. The list must contain at least one playbook task ID. | Yes |
Response Parameters
| Field | Type | Label | Description | Required |
|---|
PlaybookTasks | List<csc__Playbook_Task__c> | PlaybookTasks | A list of the playbook tasks that have been updated. | Yes |
PlaybookTaskAssignments | List<csc__Playbook_Task_Assignment__c> | PlaybookTaskAssignments | Deprecated. Person assignment is now performed by the Assign Playbook Tasks action. This field is no longer populated. | No |
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