Professional Services Automation Invocable Action Reference

ProjectTaskAnalysisAction

Query and monitor the status of project tasks for a project, milestone, individual project task, or parent project task. This action fails for objects other than Project, Milestone or Project Task.

PropertyValue
LabelQuery Project Tasks for Specified Records
Category
SinceWinter 2026
Read-onlyYes
Supports AgentsYes
Supports FlowsNo
Async ActionNo
Keywordsproject task status, over-allocation, resourcing, blocked tasks

Request Parameters

FieldTypeLabelDescriptionRequired
objectIdsList<Id>Object IDsSalesforce record IDs of the project, milestone, individual project task, or parent project task records to analyze.No
includeOverAllocatedAnalysisBooleanInclude OverAllocated AnalysisWhen true, includes over-allocation analysis for resources on project tasks.No
searchObjectNameStringSearch Object NameA full or partial name typed by the user to search by. Use searchObjectType to specify which object to search.No
searchObjectTypeStringSearch Object TypeThe API name of the object to search by name when searchObjectName is provided. Provide the Project object API name to search projects, or the Project Task object API name to search project tasks.No
maxTaskDisplayCountIntegerMax Task Display CountMaximum number of project tasks to return. Defaults to 10 if not specified.No

Response Parameters

FieldTypeLabelDescriptionRequired
errorMessageStringError MessageError message if the action execution encounters any issues.No
projectTaskActionResponsesInJsonList<String>Project Task Analysis ResultsThe results of the project task analysisNo
projectTaskAnalysisResultsCountSmartActionRecordDataCountProject Task Analysis Results CountThe original and returned counts of Project Task Analysis Results.No
candidateSObjectsList<String>Candidate SObjectsRecords matching the name search, each serialized as a JSON string.No
overAllocatedTasksInJsonList<String>OverAllocated Tasks JSONThe over-allocated tasks serialized as JSON strings. Only populated when includeOverAllocatedAnalysis is true.No
overAllocatedTaskCountSmartActionRecordDataCountOverAllocated Task CountThe original and returned counts of over-allocated tasks, indicating whether the list was truncated. Only populated when includeOverAllocatedAnalysis is true.No
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