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.
  • isDeleteProtected: Boolean!
  • # Unique identifier of entity.
  • id: ID!
  • # Specifies if the entity is considered deleted.
  • isDeleted: Boolean
  • # Last modification time.
  • modified: DateTime
  • # Creation time.
  • created: DateTime
  • # Appointment type that satisfies this checklist item. Set when activityTypeId
  • # resolves to an AppointmentType.
  • appointmentType: AppointmentTypeEntity
  • # Task type that satisfies this checklist item. Set when activityTypeId resolves
  • # to a TaskType.
  • taskType: TaskTypeEntity
  • # Document template the checklist item fills and attaches to the record. Set when
  • # itemType is UseDocumentTemplate.
  • cloudObjectTemplate: CloudObjectTemplateEntity
  • # Email sequence the item should enroll the record into.
  • emailSequence: EmailSequenceEntity
  • # Field whose value satisfies this checklist item. Set when itemType is FieldType.
  • field: FieldEntity
  • # Automatizer process that completes the item once it has run for the record. Set
  • # when itemType is RunProcess.
  • process: ProcessEntity
  • # Field that supplies the recipient email address when the checklist item triggers
  • # sending an email.
  • sendEmailField: 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.
  • sendEmailLookupField: FieldEntity
  • # Email template the email is pre-filled with when the item is completed by
  • # sending an email. Set when itemType is SendEmail.
  • sendEmailTemplate: EmailTemplateEntity
  • # Pipeline or process step this checklist item belongs to.
  • step: StepEntity
  • # Id of the appointment or task type that satisfies the checklist item, or empty
  • # when the item is not activity-based.
  • activityTypeId: ID
  • # File format of the document generated from cloudObjectTemplate when itemType is
  • # UseDocumentTemplate: the template's own format or PDF.
  • cloudObjectFormat: StepChecklistDocumentFormatEnum
  • # Id of the document template the checklist item fills and attaches to the record.
  • # Set when itemType is UseDocumentTemplate.
  • cloudObjectTemplateId: ID
  • # Free-text description shown alongside the checklist item.
  • description: String
  • # Id of the email sequence the record must be enrolled in to complete the item.
  • # Set when itemType is EnrollToEmailSequence.
  • emailSequenceId: ID
  • # Id of the related field.
  • fieldId: 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.
  • itemType: 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.
  • itemValidation: StepChecklistValidationEnum
  • # Display label of the checklist item.
  • label: String
  • # When true, label is treated as a translation key and localized in the UI;
  • # otherwise the literal text is shown.
  • labelUseLang: Boolean
  • # Id of the related process.
  • processId: ID
  • # Id of the recipient field.
  • sendEmailFieldId: 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.
  • sendEmailLookupFieldId: 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.
  • sendEmailTemplateId: ID
  • # Position of the checklist item within its step; lower values appear first.
  • sortOrder: Int!
  • # Id of the pipeline or process step this checklist item belongs to.
  • stepId: 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
  • visibilityCondition: StepChecklistVisibilityFilter!
  • # Whether the item is always shown on the record or only when the record matches
  • # visibilityCondition.
  • visibilityType: StepChecklistVisibilityEnum
  • # Revision when entity was lastly changed.
  • revision: 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.
  • salesRoles(
  • filter: SalesRoleFilterInput,
  • filterEdge: StepChecklistSalesRoleRelationFilterInput,
  • orderBy: [SalesRoleOrderByInput!],
  • includeDeleted: Boolean,
  • before: String,
  • after: String,
  • first: Int,
  • last: 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.
  • instancePermissions(permissions: [EntityPermsEnum!]!): [EntityPermsEnum!]!
  • }