Services Estimator Invocable Action Reference

ActionMoveEstimateDates

Shifts the dates of one or more estimates, and their date-dependent child records, by a fixed number of days. A positive offset moves dates later and a negative offset moves dates earlier. Use this action to reschedule estimates synchronously. Use Move Estimate Dates Asynchronously instead for large estimates. Returns the IDs of the estimates that were successfully updated.

PropertyValue
LabelMove Estimate Dates
CategoryEstimates
SinceSpring 2023
Read-onlyNo
Supports AgentsYes
Supports FlowsYes
Async ActionNo
Keywordsmove, shift, offset, reschedule, dates, estimate, scheduling

Request Parameters

FieldTypeLabelDescriptionRequired
EstimateIdsList<Id>Estimate IdsA list of IDs of the estimates to update the dates of.Yes
DateOffsetIntegerDate OffsetThe number of days to offset the estimates by.Yes

Response Parameters

FieldTypeLabelDescriptionRequired
EstimateIdsList<Id>Estimate IDsThe IDs of the estimates that have had their dates updated.Yes
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