OBJECT
StepChecklistEntity
Checklist item of a pipeline step, such as logging an activity, filling a field or attaching a document.
link GraphQL Schema definition
- type StepChecklistEntity {
- # True when the record is protected against deletion because it must always exist
- # in the space. Deleting a record that is not protected can still fail on other
- # checks. Read-only.
- : Boolean!
- # Unique identifier of entity.
- : ID!
- # Specifies if the entity is considered deleted.
- : Boolean
- # Last modification time.
- : DateTime
- # Creation time.
- : DateTime
- # Appointment type that satisfies this checklist item. Set when activityTypeId
- # resolves to an AppointmentType.
- : AppointmentTypeEntity
- # Task type that satisfies this checklist item. Set when activityTypeId resolves
- # to a TaskType.
- : TaskTypeEntity
- # Document template the checklist item fills and attaches to the record. Set when
- # itemType is UseDocumentTemplate.
- : CloudObjectTemplateEntity
- # Email sequence the item should enroll the record into.
- : EmailSequenceEntity
- # Field whose value satisfies this checklist item. Set when itemType is FieldType.
- : FieldEntity
- # Automatizer process that completes the item once it has run for the record. Set
- # when itemType is RunProcess.
- : ProcessEntity
- # Field that supplies the recipient email address when the checklist item triggers
- # sending an email.
- : FieldEntity
- # Contact or Account lookup field whose primary record supplies the recipient.
- # When set, sendEmailField is read from that record instead of the Primary Contact
- # or Primary Account. Only lookup fields with a primary record are valid.
- : FieldEntity
- # Email template the email is pre-filled with when the item is completed by
- # sending an email. Set when itemType is SendEmail.
- : EmailTemplateEntity
- # Pipeline or process step this checklist item belongs to.
- : StepEntity
- # Id of the appointment or task type that satisfies the checklist item, or empty
- # when the item is not activity-based.
- : ID
- # File format of the document generated from cloudObjectTemplate when itemType is
- # UseDocumentTemplate: the template's own format or PDF.
- : StepChecklistDocumentFormatEnum
- # Id of the document template the checklist item fills and attaches to the record.
- # Set when itemType is UseDocumentTemplate.
- : ID
- # Free-text description shown alongside the checklist item.
- : String
- # Id of the email sequence the record must be enrolled in to complete the item.
- # Set when itemType is EnrollToEmailSequence.
- : ID
- # Id of the related field.
- : ID
- # Kind of checklist item, which determines what completes it, such as checking it
- # off, filling in field, logging an activity of activityTypeId or running process.
- : StepChecklistTypeEnum
- # Condition the item must meet before the record can move past the step; empty
- # when the item is optional. RelatedActivityCompleted is allowed only when
- # itemType is ActivityType.
- : StepChecklistValidationEnum
- # Display label of the checklist item.
- : String
- # When true, label is treated as a translation key and localized in the UI;
- # otherwise the literal text is shown.
- : Boolean
- # Id of the related process.
- : ID
- # Id of the recipient field.
- : ID
- # Id of the Contact or Account lookup field whose primary record supplies the
- # recipient; empty when the recipient comes from the Primary Contact or Primary
- # Account.
- : ID
- # Id of the email template the email is pre-filled with when the item is completed
- # by sending an email. Set when itemType is SendEmail; empty when no template is
- # preset.
- : ID
- # Position of the checklist item within its step; lower values appear first.
- : Int!
- # Id of the pipeline or process step this checklist item belongs to.
- : ID!
- # Filter expression that controls when the checklist item is shown. The item is
- # visible only when the record matches this filter; defaults to a no-op filter
- # matching all records. This payload conforms to the
- # `StepChecklistVisibilityFilter` JSON Schema:
- # https://api-doc.coevera.com/schemas/StepChecklistVisibilityFilter.json
- : StepChecklistVisibilityFilter!
- # Whether the item is always shown on the record or only when the record matches
- # visibilityCondition.
- : StepChecklistVisibilityEnum
- # Revision when entity was lastly changed.
- : Int
- # Sales roles the checklist item is shown to. Empty means the item is shown to all
- # roles.
- #
- # Arguments
- # filter: Filter SalesRole relations by target SalesRole
- # attributes.
- # filterEdge: Filter StepChecklistSalesRoleRelation relations by
- # edge (relation) StepChecklistSalesRoleRelation attributes.
- # orderBy: Order SalesRole relations by target SalesRole
- # attributes.
- # includeDeleted: Returns deleted target records as well. Default
- # is true.
- # before: Cursor until which to take entities to result set.
- # after: Cursor after which to start taking entities to result
- # set.
- # first: Number of entities to return from beginning of the
- # result set.
- # last: Return only the "last" number of entities from result
- # set.
- (
- : SalesRoleFilterInput,
- : StepChecklistSalesRoleRelationFilterInput,
- : [SalesRoleOrderByInput!],
- : Boolean,
- : String,
- : String,
- : Int,
- : Int
- ): StepChecklistSalesRoleRelationEntityConnection
- # Permissions the current user has on this record, out of the requested ones.
- #
- # Arguments
- # permissions: Permissions to check; the result lists those the
- # current user has.
- (: [EntityPermsEnum!]!): [EntityPermsEnum!]!
- }
link Require by
- CreateStepChecklistPayloadResult of the createStepChecklist mutation.
- DeleteStepChecklistPayloadResult of the deleteStepChecklist mutation.
- LeadOpptyStepCheckListRelationEntityCompletion of a step checklist item on a lead, opportunity or quote, with the activity, email, note or document that fulfils it.
- StepChecklistEntityEdgeA Relay edge containing a `StepChecklistEntity` and its cursor.
- StepChecklistRepositoryRead operations for StepChecklist records.
- StepChecklistSalesRoleRelationEntitySales role that a step checklist item is shown to.
- UpdateStepChecklistPayloadResult of the updateStepChecklist mutation.