Professional Services Automation Invocable Action Reference

ActionResourceRequestsAddFromTemplates

Add resource requests from the given template ID to an opportunity or project.

PropertyValue
LabelAdd Resource Requests from Template
CategoryTemplating
SinceFall 2021
Read-onlyNo
Supports AgentsNo
Supports FlowsYes
Async ActionYes
Keywordsclone

Request Parameters

FieldTypeLabelDescriptionRequired
TemplateIdIDTemplate IDThe ID of the template project you want to add resource requests from.Yes
TargetIdIDTarget IDThe ID of the project or opportunity you want to add resource requests to.Yes
StartDateDateOffset Start DateThe start date you want to offset resource request dates from.No
StartDateOverrideDateStart Date OverrideThe start date to override on resource requests.No
EndDateOverrideDateEnd Date OverrideThe end date to override on resource requests.No
HoursMultiplierDoubleHours MultiplierApply a multiplier to the planned hours on each resource request.No
RequestedBillRateMultiplierDoubleRequested Bill Rate MultiplierApply a multiplier to the requested bill rate on each resource request.No
MilestoneIdIDMilestone IDThe ID of the milestone you want to map resource requests to.No
CopyResourceSkillRequestsBooleanCopy Resource Skill RequestsSet to false if you do not want to copy any associated resource skill requests.No

Response Parameters

This action does not return a response.

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