Professional Services Automation Invocable Action Reference

ActionAddRelatedRecordsFromTemplates

Copies related records - including project tasks, milestones, risks, assignments, and resource requests - from a template project onto a target project.

PropertyValue
LabelAdd Records from Template
CategoryTemplating
SinceSummer 2022
Read-onlyNo
Supports AgentsNo
Supports FlowsYes
Async ActionYes
Keywordsclone

Request Parameters

FieldTypeLabelDescriptionRequired
TemplateIdIDTemplate IDThe ID of the template project you want to add related records from.Yes
TargetIdIDTarget IDThe ID of the project you want to add related records to.Yes
StartDateDateOffset Start DateThe start date you want to offset the dates on the related records from.No

Response Parameters

This action does not return a response.

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