ActionCPFTAccounts
Create a project from a template and an account.
| Property | Value |
|---|
| Label | Create Project from Template and Account |
| Category | Templating |
| Since | Pre-Spring 2018 |
| Read-only | No |
| Supports Agents | No |
| Supports Flows | Yes |
| Async Action | Yes |
| Keywords | clone |
Request Parameters
| Field | Type | Label | Description | Required |
|---|
IsActive | Boolean | Is Active | Indicates if the cloned project is active. | No |
IsTemplate | Boolean | Is Template | Indicates if the cloned project is marked as a template. | No |
ProjectName | String | Project Name | Indicates the name of the cloned project. | No |
ProjectOwnerId | Id | Project Owner ID | The project owner ID. | No |
StartDate | Date | Start Date | The intended project start date. This is also used to calculate a date offset value to update other project and related object date fields. | Yes |
TemplateProjectId | Id | Template Project ID | The template project ID used as a template to create a new project. | Yes |
AccountId | Id | Account ID | The account ID. | Yes |
UseCurrentTimePeriod | Boolean | Use Current Time Period | Set to true to ensure the cloned project is in the current time period. | No |
CreateBudget | Boolean | Create Budget | Set to true to create a budget. | No |
Response Parameters
| Field | Type | Label | Description | Required |
|---|
NewProjectId | Id | NewProjectId | The new cloned project Id. | No |
QueuedJobId | Id | QueuedJobId | The CreateProjectFromTemplateService 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 CreateProjectFromTemplateService. | No |
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