|
AccountId
|
- Type
- reference
- Properties
- Filter, Group, Nillable, Sort
- Description
- Read only. The ID of the account the document checklist item belongs to. The
value of the field is set internally using the ParentRecordId field.
|
| Comments |
- Type
- textarea
- Properties
- Create, Filter, Nillable, Sort, Update
- Description
- Comments added when validating a target reference object against the
document checklist item. This field is available only if you have enabled
Integrated Onboarding for Financial Services Cloud.
|
| DocumentCategoryId |
- Type
- reference
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- The document category related to the document checklist item. This field is
available only if you have enabled Integrated Onboarding for Financial
Services Cloud.
- This field is a relationship field.
|
|
DocumentTypeId
|
- Type
- reference
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- ID of the document type for the document checklist item.
|
|
Instruction
|
- Type
- textarea
- Properties
- Create, Nillable, Update
- Description
- Instructions associated with the document checklist item.
|
|
IsAccepted
|
- Type
- boolean
- Properties
- Create, Defaulted on create, Filter, Group, Sort, Update
- Description
- Indicates whether the file has been accepted. The default value is
False.
|
|
IsFrozen
|
- Type
- boolean
- Properties
- Create, Defaulted on create, Filter, Group, Sort, Update
- Description
- Indicates that the item can no longer be modified. The default value is
False.
|
|
IsRequired
|
- Type
- boolean
- Properties
- Create, Defaulted on create, Filter, Group, Sort
- Description
- Indicates if the document checklist item is required. The default value is
False.
|
|
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.
|
|
Name
|
- Type
- string
- Properties
- Create, Filter, Group, idLookup, Sort, Update
- Description
- Name of the document checklist item.
|
|
OwnerId
|
- Type
- reference
- Properties
- Create, Defaulted on create, Filter, Group, Sort, Update
- Description
- ID of the user who owns this record.
|
|
ParentRecordId
|
- Type
- master-detail
reference
- Properties
- Create, Filter,
Group,
Sort, Update
- Description
- Original parent object the document checklist item belonged
to.
|
| ReceivedDocumentId |
- Type
- reference
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- This field is a relationship field.
- Relationship Name
- ReceivedDocument
- Relationship Type
- Lookup
- Refers To
- ReceivedDocument
|
|
Status
|
- Type
- picklist
- Properties
- Create, Defaulted on create, Filter, Group, Sort, Update
- Description
- Uploaded document checklist item status.
- Possible values are:
- Accepted
- New
- Pending
- Waived
- Not Verified
- Rejected
The default value is New.
|
|
UploadedById
|
- Type
- reference
- Properties
- Filter, Group, Nillable, Sort
- Description
- Person who uploaded the file.
|
| ValidatedById |
- Type
- reference
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- The user who validated the target reference object against the document
checklist item. This field is available only if you have enabled Integrated
Onboarding for Financial Services Cloud.
|
| ValidationDateTime |
- Type
- dateTime
- Properties
- Create, Filter, Nillable, Sort, Update
- Description
- The date and time when the target reference object was validated. This field
is available only if you have enabled Integrated Onboarding for Financial
Services Cloud.
|
|
|
WhoId
|
- Type
- reference
- Properties
- Create, Filter, Group, Nillable, Sort, Update
- Description
- Person that the uploaded documentation pertains to.
|
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