AssignmentSelectorAction
Returns resource assignments for one or more Assignment, Project, or Resource records, identified by Salesforce ID or by name, optionally filtered to a date period. Supply either objectIds (all of the same type: Assignment, Project, or Resource) or searchRecordName together with searchRecordType. An assignment matches the date period when its start/end range overlaps the supplied window (assignment start on or before the period end and assignment end on or after the period start). When a name matches more than one Project or Resource, the matching records are returned as candidates so the caller can re-invoke with a specific ID. This action only returns assignment data; it performs no analysis or summarisation.
| Property | Value |
|---|
| Label | Query Assignments for Specified Records |
| Category | — |
| Since | Summer 2026 |
| Read-only | Yes |
| Supports Agents | Yes |
| Supports Flows | No |
| Async Action | No |
| Keywords | resource allocation, assignments by project, assignments by resource, over-allocation |
Request Parameters
| Field | Type | Label | Description | Required |
|---|
objectIds | List<Id> | Object IDs | Salesforce record IDs of the Assignment, Project, or Resource records to return assignments for. All IDs must be of the same object type. Leave blank when searching by name. | No |
searchRecordName | List<String> | Record Name | Full or partial name of the Assignment, Project, or Resource records to return assignments for. Matching is partial, so a name that matches more than one Project or Resource is returned as candidates to disambiguate. Used only when Object IDs is blank; requires Search Record Type to be set. | No |
searchRecordType | String | Search Record Type | The object type that Search Record Name refers to: Assignment, Project, or Resource. Required when Search Record Name is supplied. | No |
periodStartDate | Date | Period Start Date | Optional. Start of the date period. Only assignments whose date range overlaps the period are returned. | No |
periodEndDate | Date | Period End Date | Optional. End of the date period. Only assignments whose date range overlaps the period are returned. | No |
Response Parameters
| Field | Type | Label | Description | Required |
|---|
errorMessage | String | Error Message | Error message if the action execution encounters any issues. | No |
assignmentsInJson | List<String> | Assignments | The matching assignment records, each serialized as a JSON string. Each record includes the resource, project, role, status, start and end dates, scheduled hours, the assignment's per-weekday scheduled hours under Schedule__r, and the resource's work-calendar capacity per weekday under Resource__r.Work_Calendar__r, so over-allocation can be assessed by comparing scheduled hours against capacity. | No |
matchingSearchSObjects | List<String> | Matching Search Records | When a supplied name matches more than one Project or Resource, the matching records (with their IDs) are returned here as JSON strings so the caller can disambiguate. Empty when assignments are returned. | No |
recordDataCount | SmartActionRecordDataCount | Record Data Count | The total number of matching assignments available, the number returned, and whether the result was truncated because it exceeded the limit. | No |
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