csag_ActionViewPlaybookTasks
Display a list of playbook tasks based on the playbook task status, start date, end date, who the playbook task is assigned to and what records the playbook task is related to.
| Property | Value |
|---|
| Label | View Playbook Tasks |
| Category | Success Management |
| Since | Summer 2025 |
| Read-only | Yes |
| Supports Agents | Yes |
| Supports Flows | Yes |
| Async Action | No |
| Keywords | playbook tasks, view, list |
Request Parameters
| Field | Type | Label | Description | Required |
|---|
ParentIds | List<Id> | ParentIds | A list of parent record IDs the playbook tasks can be related to. If the list is empty then playbook tasks related to any parent record as well as unparented playbook tasks are returned. | No |
RecordIds | List<Id> | RecordIds | A list of specific playbook task record IDs to filter by. When provided, only these playbook tasks are returned, subject to the other filters. Use this to view specific playbook tasks, for example after resolving a playbook task name to its ID. If the list is empty then playbook tasks are not filtered by record ID. | No |
UserIds | List<Id> | UserIds | A list of IDs that the playbook tasks can assigned to. The list can include Salesforce user IDs or CS Resource IDs. If the list is empty then playbook tasks assigned to any user are returned. | Yes |
StartDate | Date | StartDate | A single start date to filter playbook tasks. The start date is the start of the range where playbook tasks either have a start date on or after this value OR have an end date on or after this value. | No |
EndDate | Date | EndDate | A single end date to filter playbook tasks. The end date is the end of the range where playbook tasks either have a start date on or before this value OR have a end date on or before this value. | No |
Statuses | List<String> | Statuses | A list of statuses that the playbook tasks can have. If the list is empty then playbook tasks with any status except Complete are returned. Each item in the list must be a valid playbook task status. | No |
Response Parameters
| Field | Type | Label | Description | Required |
|---|
PlaybookTasks | List<csc__Playbook_Task__c> | PlaybookTasks | A list of the playbook tasks that meet the search criteria. | Yes |
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