ApplicationActionItem

Stores the action items assigned to a user on an application. This object is available in API version 61.0 and later. Available with Digital Lending permission set.

Supported Calls

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

Fields

AssignedToId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The user assigned to the action item.
This field is a polymorphic relationship field.
Relationship Name: AssignedTo
Relationship Type: Lookup
Refers To: Applicant, Group, User

Description

Type: textarea
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The description of the action item.

DueDate

Type: date
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The due date of the action item.

LastReferencedDate

Type: dateTime
Properties: Filter, Nillable, Sort
Description: Timestamp for when the current user last viewed a record related to this record.

LastViewedDate

Type: dateTime
Properties: Filter, Nillable, Sort
Description: Timestamp for when the current user last viewed this record.

Name

Type: string
Properties: Autonumber, Defaulted on create, Filter, idLookup, Sort
Description: The name of the application action item record.

OwnerId

Type: reference
Properties: Create, Defaulted on create, Filter, Group, Sort, Update
Description: ID of the user who created the application action item record.
This field is a polymorphic relationship field.
Relationship Name: Owner
Relationship Type: Lookup
Refers To: Group, User

RelatedApplnActnItmId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The related application action item that is created to manage a subsequent action item that is generated from an earlier action item. For example, if uploading identity proof documents is the main action item, then verifying the uploaded documents is a related action item.
This field is a relationship field.
Relationship Name: RelatedApplnActnItm
Refers To: ApplicationActionItem

RelatedRecordId

Type: reference
Properties: Create, Filter, Group, Sort, Update
Description: The record related to the action item.
This field is a polymorphic relationship field.
Relationship Name: RelatedRecord
Relationship Type: Lookup
Refers To: Applicant, ApplicationForm, ApplicationFormProduct, ApplicationFormProductDev

Status

Type: picklist
Properties: Create, Filter, Group, Sort, Update
Description: The status of the action item.
Possible values:
- Closed
- In Progress
- New

Subject

Type: string
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The subject of the application action item.

Type

Type: picklist
Properties: Create, Filter, Group, Sort, Update
Description: The type of application action item.
Possible values:
- Review Offer

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.

ApplicationactionitemChangeEvent: Change events are available for the object.
ApplicationActionItemFeed: Feed tracking is available for the object.
ApplicationActionItemHistory: History is available for tracked fields of the object.
ApplicationActionItemShare: Sharing is available for the object.

Financial Services Cloud Developer Guide