Considerations for the AutoAllocateService Invocable Action

You can use the AutoAllocateService Invocable Action when creating the following objects from a template:

  • Objective
  • Playbook
  • Success Plan

The flow below explains the considerations undertaken during the AutoAllocateService invocable action to auto-allocate resources to playbooks.

Playbook Created from Template

When playbooks are created from a template and you want to auto-allocate newly created playbooks using the AutoAllocateService Invocable Action, the following flow takes place:

  1. Add the ActionCPFT invocable action in the flow to create a playbook from a template. This action is responsible for cloning the playbook template.
    1. Create a request by passing the required parameters and setting the IsAsynchronousProcess parameter to false. This indicates that the process is synchronous.
  2. The response from the ActionCPFT action is received as NewPlaybookId, which is the playbook ID of the newly created playbook.
  3. Check for isSuccess in the ActionCPFT response, indicating that the action was completed successfully.
  4. Add the ActionAutoAllocate invocable action in the flow and execute it for each item in the loop. This action is responsible for auto-allocating resources to the new playbook.
  5. Check for isSuccess in the ActionAutoAllocate response. If allocations fail, review the error and try again.

Success Plan or Objective Created from Template

When Success Plans or Objectives are created from a template, their associated records, like playbooks, are also cloned. To auto-allocate these new associated playbooks using the AutoAllocateService Invocable Action, the following flow takes place:

  1. Add the ActionCSPFT or ActionCOFT invocable action in the flow to create a success plan or objective from a template. This action is responsible for cloning the success plan or objective template.
    1. Create a request by passing the required parameters and setting the IsAsynchronousProcess parameter to false. This indicates that the process is synchronous.
  2. The response from the ActionCSPFT or ActionCOFT action is received as NewSuccessPlanId or NewObjectiveId, respectively, which is the ID of the newly created success plan or objective.
  3. Check for isSuccess in the ActionCSPFT or ActionCOFT response, indicating that the action was completed successfully.
  4. Loop through the records received from the step three.
  5. Add the ActionAutoAllocate invocable action in the flow and execute it for each item in the loop. This action is responsible for auto-allocating resources to the new playbook.
  6. Check for isSuccess in the ActionAutoAllocate response. If allocations fail, review the error and try again.

For more information, see Permission Sets and Other Technical Documentation.

Notes:
  • You must successfully execute ActionCPFT, ActionCSPFT, or ActionCOFT Steps 1 and 2 as outlined in their respective scenarios to acquire the new record ID before using ActionAutoAllocate.
  • For AutoAllocationService, set its Transaction Control under Show Advanced Options to Always Start a New Transaction.