Create an action plan

post

/crmRestApi/resources/11.13.18.05/actionplans

Request

Header Parameters
  • If the REST API supports runtime customizations, the shape of the service may change during runtime. The REST client may isolate itself from these changes or choose to interact with the latest version of the API by specifying this header. For example: Metadata-Context:sandbox="TrackEmployeeFeature".
  • The protocol version between a REST client and service. If the client does not specify this header in the request the server will pick a default version for the API.
  • Contains one of the following values: true or false. If true, the server performs an Upsert operation instead of a Create operation. During an Upsert operation, the server attempts to find an existing resource that matches the payload. If a match is found, the server updates the existing resource instead of creating a new one. If not found or false (default), the server performs a Create operation. Note that the Upsert operation isn't supported for date-effective REST resources.
Supported Media Types
Request Body - application/json ()
Root Schema : schema
Type: object
Show Source
  • Title: Action ID
    The unique identifier of the action.
  • Title: Action Number
    The reference number of the action.
  • Title: Action Object ID
    The unique object identifier associated with the action.
  • Title: Action Object Reference Number
    Maximum Length: 100
    The reference number of the object associated with the action.
  • Action Plan Actions
    Title: Action Plan Actions
    The actions plan actions resource is used to view, create, update, and delete the actions in an action plan. An action is a step or a sequence in an action plan.
  • Title: Action Plan Number
    Maximum Length: 30
    The alternate unique identifier of an action plan.
  • Title: Action Plan Type Code
    Maximum Length: 30
    Default Value: ORA_SVC_TEMPLATE
    Lookup code that indicates the type of action plan, such as Template based Action Plan, or PCS process based Action Plan.
  • Title: Action Status Code
    Maximum Length: 30
    The status of the action.
  • Title: Action Status Code Meaning
    Maximum Length: 255
    The display value corresponding to the status lookup code for the action.
  • Title: Actual Completion Date
    The date and time when the action plan was actually completed.
  • Title: Additional Information
    Maximum Length: 1000
    The additional information about the action plan record.
  • Title: Calendar ID
    The unique identifier of the calendar associated with the action plan.
  • Title: Deleted
    Maximum Length: 1
    Default Value: false
    Indicates whether the action plan is deleted. The default value is false.
  • Title: Projected Completion Date
    The date when the action plan is to be completed.
  • Title: Initial Expected Completion Date
    The initial date when the action plan was expected to be completed.
  • Title: Last Refreshed Date
    The date when the action plan status was last refreshed.
  • Title: Name
    Maximum Length: 400
    The name of the user who last updated the action plan.
  • Title: Object Entity Name
    Maximum Length: 400
    The name of the parent entity object associated with the action plan.
  • Title: Object Entity Name Value
    Maximum Length: 255
    The display value corresponding to the object entity name lookup code for the action plan.
  • Title: Object ID
    The unique identifier of the object associated with the action plan.
  • The object reference number of the action plan.
  • Title: Order Number
    The order of the action plan in the list of action plans.
  • Title: Process Instance ID
    Maximum Length: 500
    The process instance identifier from of an external process.
  • Title: Process Status
    Maximum Length: 100
    The status of the external process.
  • Title: Start Date
    The date when the action plan starts.
  • Title: Status Code
    Maximum Length: 30
    The code indicating the status of the action, such as ORA_SVC_CREATE, ORA_SVC_IN_PROGRESS, ORA_SVC_COMPLETED, or ORA_SVC_ERROR. The ORA_SVC_CREATE status indicates that the required child records for the action plan based on its assigned template is created, and the status changes to ORA_SVC_CREATED. The ORA_SVC_CREATED status indicates that all the child action plan actions are created but the overall plan is not yet started. The ORA_SVC_INITIATE status indicates that the action plan is initiated, and if successful, the status is changed to ORA_SVC_IN_PROGRESS. The ORA_SVC_CREATE_AND_INITIATE status indicates that the child plan actions are created and action plan is initiated. The ORA_SVC_CREATE_AND_INITIATE status skips the intermediate ORA_SVC_CREATED status. The ORA_SVC_INITIATING status indicates that the action plan initiate process has started. The action plan status changes to ORA_SVC_IN_PROGRESS if it is able to successfully create underlying objects. If there is a failure in creating underlying objects, then the status changes to ORA_SVC_ERROR. For the ORA_SVC_ERROR status, the error details are stored in 'Status Details??? attribute of either 'action plan' object or its child ???action plan action' object. The ORA_SVC_COMPLETED status indicates that all actions in the action plan are complete.
  • Title: Status Value
    Maximum Length: 255
    The display value corresponding to the status lookup code for the action plan.
  • Title: Status Details
    Maximum Length: 1000
    The explanation of the error status of the action plan.
  • Title: Template ID
    The unique identifier of the action plan template from which the action plan is created.
  • Title: Template Number
    Maximum Length: 30
    The reference number of the action plan template.
Nested Schema : Action Plan Actions
Type: array
Title: Action Plan Actions
The actions plan actions resource is used to view, create, update, and delete the actions in an action plan. An action is a step or a sequence in an action plan.
Show Source
Nested Schema : schema
Type: object
Show Source
Nested Schema : Action Plan Action Relations
Type: array
Title: Action Plan Action Relations
The action plan action relations resource is used to view, create, update, and delete the relations between the actions in an action plan. An action relation may define the sequence in which the actions are to be carried out.
Show Source
Nested Schema : actionplans-actionPlanAction-actionPlanActionRelation-item-post-request
Type: object
Show Source
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Response

Supported Media Types

Default Response

The following table describes the default response for this task.
Headers
  • If the REST API supports runtime customizations, the shape of the service may change during runtime. The REST client may isolate itself from these changes or choose to interact with the latest version of the API by specifying this header. For example: Metadata-Context:sandbox="TrackEmployeeFeature".
  • The protocol version between a REST client and service. If the client does not specify this header in the request the server will pick a default version for the API.
Body ()
Root Schema : actionplans-item-response
Type: object
Show Source
  • Title: Action ID
    The unique identifier of the action.
  • Title: Action Number
    The reference number of the action.
  • Title: Object Entity Subtype
    Read Only: true
    Maximum Length: 400
    Indicates the object entity subtype of the action.
  • Title: Type
    Read Only: true
    Maximum Length: 400
    Indicates the object entity type of the action.
  • Title: Action Object ID
    The unique object identifier associated with the action.
  • Title: Action Object Reference Number
    Maximum Length: 100
    The reference number of the object associated with the action.
  • Action Plan Actions
    Title: Action Plan Actions
    The actions plan actions resource is used to view, create, update, and delete the actions in an action plan. An action is a step or a sequence in an action plan.
  • Title: Action Plan ID
    Read Only: true
    The unique identifier of the action plan.
  • Title: Action Plan Number
    Maximum Length: 30
    The alternate unique identifier of an action plan.
  • Title: Action Plan Type Code
    Maximum Length: 30
    Default Value: ORA_SVC_TEMPLATE
    Lookup code that indicates the type of action plan, such as Template based Action Plan, or PCS process based Action Plan.
  • Title: Action Plan Type Value
    Read Only: true
    Maximum Length: 255
    The display value corresponding to the action plan type lookup code for the action plan.
  • Title: Action Status Code
    Maximum Length: 30
    The status of the action.
  • Title: Action Status Code Meaning
    Maximum Length: 255
    The display value corresponding to the status lookup code for the action.
  • Title: Actual Completion Date
    The date and time when the action plan was actually completed.
  • Title: Additional Information
    Maximum Length: 1000
    The additional information about the action plan record.
  • Title: Calendar ID
    The unique identifier of the calendar associated with the action plan.
  • Title: Created By
    Read Only: true
    Maximum Length: 64
    The user who created the action plan.
  • Title: Creation Date
    Read Only: true
    The date and time when the action plan was created.
  • Title: Deleted
    Maximum Length: 1
    Default Value: false
    Indicates whether the action plan is deleted. The default value is false.
  • Read Only: true
    Indicates whether the action plan can be deleted.
  • Title: Projected Completion Date
    The date when the action plan is to be completed.
  • Title: Initial Expected Completion Date
    The initial date when the action plan was expected to be completed.
  • Title: Last Refreshed Date
    The date when the action plan status was last refreshed.
  • Title: Last Updated Date
    Read Only: true
    The date and time when the action plan was last updated.
  • Title: Last Updated By
    Read Only: true
    Maximum Length: 64
    The user who last updated the action plan.
  • Title: Last Update Login
    Read Only: true
    Maximum Length: 32
    The login details of the user who last updated the action plan.
  • Links
  • Title: Name
    Maximum Length: 400
    The name of the user who last updated the action plan.
  • Title: Object Entity Name
    Maximum Length: 400
    The name of the parent entity object associated with the action plan.
  • Title: Object Entity Name Value
    Maximum Length: 255
    The display value corresponding to the object entity name lookup code for the action plan.
  • Title: Object ID
    The unique identifier of the object associated with the action plan.
  • The object reference number of the action plan.
  • Title: Order Number
    The order of the action plan in the list of action plans.
  • Title: Process Instance ID
    Maximum Length: 500
    The process instance identifier from of an external process.
  • Title: Process Status
    Maximum Length: 100
    The status of the external process.
  • Title: Schedule PUID
    Read Only: true
    Maximum Length: 120
    The public unique identifier of a standard coverage schedule.
  • Title: Start Date
    The date when the action plan starts.
  • Read Only: true
    The status of the action plan, such as ORA_SVC_CREATE, ORA_SVC_IN_PROGRESS, ORA_SVC_COMPLETED, or ORA_SVC_ERROR. The ORA_SVC_CREATE status indicates that the required child records for the action plan based on its assigned template is created, and the status changes to ORA_SVC_CREATED. The ORA_SVC_CREATED status indicates that all the child action plan actions are created but the overall plan is not yet started. The ORA_SVC_INITIATE status indicates that the action plan is initiated, and if successful, the status is changed to ORA_SVC_IN_PROGRESS. The ORA_SVC_CREATE_AND_INITIATE status indicates that the child plan actions are created and action plan is initiated. The ORA_SVC_CREATE_AND_INITIATE status skips the intermediate ORA_SVC_CREATED status. The ORA_SVC_INITIATING status indicates that the action plan initiate process has started. The action plan status changes to ORA_SVC_IN_PROGRESS if it is able to successfully create underlying objects. If there is a failure in creating underlying objects, then the status changes to ORA_SVC_ERROR. For the ORA_SVC_ERROR status, the error details are stored in 'Status Details??? attribute of either 'action plan' object or its child ???action plan action' object. The ORA_SVC_COMPLETED status indicates that all actions in the action plan are complete.
  • Title: Status Code
    Maximum Length: 30
    The code indicating the status of the action, such as ORA_SVC_CREATE, ORA_SVC_IN_PROGRESS, ORA_SVC_COMPLETED, or ORA_SVC_ERROR. The ORA_SVC_CREATE status indicates that the required child records for the action plan based on its assigned template is created, and the status changes to ORA_SVC_CREATED. The ORA_SVC_CREATED status indicates that all the child action plan actions are created but the overall plan is not yet started. The ORA_SVC_INITIATE status indicates that the action plan is initiated, and if successful, the status is changed to ORA_SVC_IN_PROGRESS. The ORA_SVC_CREATE_AND_INITIATE status indicates that the child plan actions are created and action plan is initiated. The ORA_SVC_CREATE_AND_INITIATE status skips the intermediate ORA_SVC_CREATED status. The ORA_SVC_INITIATING status indicates that the action plan initiate process has started. The action plan status changes to ORA_SVC_IN_PROGRESS if it is able to successfully create underlying objects. If there is a failure in creating underlying objects, then the status changes to ORA_SVC_ERROR. For the ORA_SVC_ERROR status, the error details are stored in 'Status Details??? attribute of either 'action plan' object or its child ???action plan action' object. The ORA_SVC_COMPLETED status indicates that all actions in the action plan are complete.
  • Title: Status Value
    Maximum Length: 255
    The display value corresponding to the status lookup code for the action plan.
  • Title: Status Details
    Maximum Length: 1000
    The explanation of the error status of the action plan.
  • Title: Template ID
    The unique identifier of the action plan template from which the action plan is created.
  • Title: Template Number
    Maximum Length: 30
    The reference number of the action plan template.
  • Read Only: true
    Indicates whether the action plan can be updated.
Nested Schema : Action Plan Actions
Type: array
Title: Action Plan Actions
The actions plan actions resource is used to view, create, update, and delete the actions in an action plan. An action is a step or a sequence in an action plan.
Show Source
Nested Schema : actionplans-actionPlanAction-item-response
Type: object
Show Source
Nested Schema : Action Plan Action Relations
Type: array
Title: Action Plan Action Relations
The action plan action relations resource is used to view, create, update, and delete the relations between the actions in an action plan. An action relation may define the sequence in which the actions are to be carried out.
Show Source
Nested Schema : actionplans-actionPlanAction-actionPlanActionRelation-item-response
Type: object
Show Source
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Examples

The following example shows how to create an action plan by submitting a POST request on the REST resource using cURL.

cURL Command

curl -u <username:password> \ -X POST https://servername.fa.us2.oraclecloud.com/crmRestApi/resources/11.13.18.05/actionplans

Example of Request Body

The following shows an example of the request body in JSON format.

{

   "ObjectId":"300100188591067",

   "Name":"AP ",

   "ObjectEntityName":"ServiceRequest",

   "TemplateId":"300100187846487"

 

}

Example of Response Body

The following shows an example of the response body in JSON format.

{
  "ActionPlanId": 300100188600890,
  "ActualCompletionDate": null,
  "ActionPlanTypeCd": "ORA_SVC_TEMPLATE",
  "CalendarId": 300100181817528,
  "CreatedBy": "SALES_ADMIN",
  "CreationDate": "2020-06-12T08:58:20+00:00",
  "DeletedFlag": false,
  "ExpectedCompletionDate": null,
  "InitialCompletionDate": null,
  "StartDate": null,
  "LastUpdateDate": "2020-06-12T08:58:20.076+00:00",
  "LastUpdateLogin": "A7622BD04B9A0553E053773AF80AC4CC",
  "LastUpdatedBy": "SALES_ADMIN",
  "Name": "AP ",
  "ObjectEntityName": "ServiceRequest",
  "ObjectId": 300100188591067,
  "UpdateFlag": true,
  "DeleteFlag": true,
  "LastRefreshedDate": "2020-06-12T08:58:20.960+00:00",
  "ActionPlanNumber": "CDRM_17124",
  "OrderNumber": 2,
  "Status": "ORA_SVC_CREATE",
  "TemplateId": 300100187846487,
  "StatusCd": "ORA_SVC_CREATE",
  "StatusDetails": null,
  "TemplateNumber": "CDRM_11002",
  "ObjectEntityNameMeaning": null,
  "StatusCdMeaning": null,
  "AdditionalInformation": null,
  "ProcessInstanceId": null,
  "ProcessStatus": null,
  "ActionPlanTypeCdMeaning": null,
  "SchedulePuid": null,
  "ObjectNumber": "SR0000056914",
  "ActionId": null,
  "ActionObjectId": null,
  "ActionObjectReferenceNumber": null,
  "ActionStatusCd": null,
  "ActionStatusCdMeaning": null,
  "ActionNumber": null,
  "links": [
    {
      "rel": "self",
      "href": "https://servername.fa.us2.oraclecloud.com/crmRestApi/resources/11.13.18.05/actionplans/300100188600890",
      "name": "actionplans",
      "kind": "item",
      "properties": {
        "changeIndicator": "ACED0005737200136A6176612E7574696C2E41727261794C6973747881D21D99C7619D03000149000473697A65787000000001770400000001737200116A6176612E6C616E672E496E746567657212E2A0A4F781873802000149000576616C7565787200106A6176612E6C616E672E4E756D62657286AC951D0B94E08B02000078700000000178"
      }
    },
    {
      "rel": "canonical",
      "href": "https://servername.fa.us2.oraclecloud.com/crmRestApi/resources/11.13.18.05/actionplans/300100188600890",
      "name": "actionplans",
      "kind": "item"
    },
    {
      "rel": "child",
      "href": "https://servername.fa.us2.oraclecloud.com/crmRestApi/resources/11.13.18.05/actionplans/300100188600890/child/actionPlanAction",
      "name": "actionPlanAction",
      "kind": "collection"
    }
  ]
}
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