ActionCOFT
Creates one or more Objectives from a template, copying the child hierarchy of Playbooks, Tasks, and Skills. Child records are populated asynchronously unless Is Asynchronous Process is set to false (recommended setting for agents).
| Property | Value |
|---|
| Label | Create Objective from Template |
| Category | Success Management |
| Since | May 2023 |
| Read-only | No |
| Supports Agents | Yes |
| Supports Flows | Yes |
| Async Action | Yes |
| Keywords | — |
Request Parameters
| Field | Type | Label | Description | Required |
|---|
TemplateObjectiveId | Id | Template Objective ID | The template objective ID used as a template to create a new objective. | Yes |
ObjectiveName | String | Objective Name | Name for the new Objective. | Yes |
StartDate | Date | Start Date | The start date of the objective. This is also used to calculate a date offset value for the start dates of the objective's related records. | Yes |
IsTemplate | Boolean | Is Template | Indicates if the cloned objective is a template. | Yes |
ObjectiveOwner | Id | Objective Owner | The objective owner. | No |
Summary | String | Objective Summary | The objective summary. | No |
SuccessPlanId | Id | Success Plan ID | The success plan ID. | No |
Category | String | Category | The objective category. | No |
Priority | String | Priority | The objective priority. | No |
ObjectiveType | String | Objective Type | The objective type. | No |
SuccessCriteria | String | Success Criteria | The objective success criteria. | No |
CopySkillsFromPlaybook | Boolean | Copy CS Skills From Playbook | When true, CS Skills are copied from the template Playbooks to the new Playbooks. | No |
IsAsynchronousProcess | Boolean | Is Asynchronous Process | When false, child records are created in the same transaction. Defaults to true (asynchronous). | No |
ParentAccountId | Id | Account ID | The parent account ID. | No |
EstimatedHours | Double | Estimated Hours | The estimated time in hours for this objective. | No |
Response Parameters
| Field | Type | Label | Description | Required |
|---|
IsSuccess | Boolean | Is Success | True if the Objective was successfully created. | No |
NewObjectiveId | Id | New Objective ID | ID of the newly created Objective. | No |
QueuedJobId | Id | Queued Job ID | The CreateObjectiveFromTemplateService may spawn a Queueable to complete the work in a later transaction. When that happens, this is the ID of the AsyncApexJob that controls work. The record can be queried to monitor its status. | No |
ErrorString | String | Error | Stores exception messages that occur when executing methods from CreateObjectiveFromTemplateService. | No |
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