Services Estimator Invocable Action Reference

ActionMoveEstimateDatesAsync

Shifts the dates of one or more estimates, and their date-dependent child records, by a fixed number of days in a background job. A positive offset moves dates later and a negative offset moves dates earlier. The estimates are locked and the shift may not be complete when the action returns, so callers must acknowledge this and must not depend on completion or touch the same estimates afterward. Use this action instead of Move Estimate Dates for large estimates that would otherwise time out. Returns a single Apex job ID for the whole batch to track completion.

PropertyValue
LabelMove Estimate Dates Asynchronously
CategoryEstimates
SinceSpring 2023
Read-onlyNo
Supports AgentsNo
Supports FlowsYes
Async ActionYes
Keywordsmove, shift, offset, reschedule, dates, estimate, asynchronous

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
AcknowledgementBooleanAsync Action Caution AcknowledgedIf set to true, you confirm that you understand that this asynchronous action may not have completed before the next step in the flow is executed. Subsequent actions therefore should not depend on the completion of the Move Estimate Dates Asynchronously action. They must also not affect the same estimate as the action because the estimate will be locked while the action is in progress.Yes

Response Parameters

FieldTypeLabelDescriptionRequired
ApexJobIdIdApex Job IdThe Apex Job Id for this process.Yes
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