ApplicationForm

Represents the high level information of an application that's submitted for the product. This object is available in API version 59.0 and later.

Supported Calls

create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert()

Special Access Rules

The Usage Type field has to be populated when using the Application Form object. The picklist values for Usage Type are Onboarding, Loan Origination, and Other. The picklist values are fixed and you can't add more values.

Fields

Field Details
AccountId
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The account that's associated with the application.
This field is a relationship field.
Relationship Name
Account
Relationship Type
Lookup
Refers To
Account
BranchUnitId
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The ID of the branch unit that owns the application.
This field is a relationship field.
Relationship Name
BranchUnit
Relationship Type
Lookup
Refers To
BranchUnit
LastReferencedDate
Type
dateTime
Properties
Filter, Nillable, Sort
Description
The timestamp for when the current user last viewed a record related to this record.
LastViewedDate
Type
dateTime
Properties
Filter, Nillable, Sort
Description
The timestamp for when the current user last viewed this record. If this value is null, it’s possible that this record was referenced (LastReferencedDate) and not viewed.
LeadId
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The ID of the lead associated with the application.
This field is a relationship field.
Relationship Name
Lead
Relationship Type
Lookup
Refers To
Lead
Name
Type
string
Properties
Autonumber, Defaulted on create, Filter, idLookup, Sort
Description
The name of the application.
OpportunityId
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The ID of the opportunity associated with the application.
This field is a relationship field.
Relationship Name
Opportunity
Relationship Type
Lookup
Refers To
Opportunity
OwnerId
Type
reference
Properties
Create, Defaulted on create, Filter, Group, Sort, Update
Description
ID of the user who created the record.
This is a polymorphic relationship field.
Relationship Name
Owner
Relationship Type
Lookup
Refers To
Group, User
Stage
Type
picklist
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The stage in the approval process of the application.
Possible values are:
  • Approved
  • Book to Core
  • DDE
  • In Progress
  • In Review
  • Initiated
  • Intake
  • Negotiation
  • Operations
  • Rejected
  • Submitted
  • Underwriting
SubmissionDate
Type
date
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The date when the application is submitted.
ThirdPartyLoanProviderAccountId
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The ID of the third party loan provider account associated with the application.
This field is a relationship field.
Relationship Name
ThirdPartyLoanProviderAccount
Relationship Type
Lookup
Refers To
Account
UsageType
Type
picklist
Properties
Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description
Specifies the usage of application.
Possible values are:
  • Onboarding
  • Loan Origination
  • Other

Associated Objects

This object has the following associated objects. If the API version isn’t specified, they’re available in the same API versions as this object. Otherwise, they’re available in the specified API version and later.

ApplicationFormChangeEvent
Change events are available for the object in API version 60.0 and later.
ApplicationFormFeed
Feed tracking is available for the object.
ApplicationFormHistory
History is available for tracked fields of the object.
ApplicationFormShare
Sharing is available for the object.