Professional Services Automation Invocable Action Reference

SearchResourcesForRecordAction

Returns the resource Contacts that match a Resource Request or Assignment record. Supply the record Id and, optionally, the maximum number of resources to return. Each request produces one response containing the matching resources.

PropertyValue
LabelSearch Resources for Record
CategoryResource Management
SinceSummer 2026
Read-onlyYes
Supports AgentsYes
Supports FlowsNo
Async ActionNo
Keywordsshortlist, candidates, staffing, availability

Request Parameters

FieldTypeLabelDescriptionRequired
recordIdIdRecord IDThe Id of the Resource Request or Assignment record to find matching resources for.Yes
maxCountIntegerMax CountOptional. The maximum number of resources to return. Defaults to 100 when not supplied.No

Response Parameters

FieldTypeLabelDescriptionRequired
resourcesList<Contact>ResourcesThe resource Contacts that match the supplied record.No
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