ApplicationFormTemplate

Represents the fields to capture application metadata as a template which is used in application tracking and processing. 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

This object is available only with the EAndU Cloud Program Access permission set.

Fields

Field Details
ApprovalFlowName

Type: string

Properties: Create, Filter, Group, Nillable, Sort, Update

Description: The name of the flow that must be launched to approve the applications associated with the application form template.

ApplicationType

Type: picklist

Properties: Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update

Description: Specifies the type of application or template.

Possible values are:

  • Contractor
  • EVCharger—EV Charger
  • EnergyEfficiency—Energy Efficiency
  • NewConnection—New Connection

The default value is NewConnection.

ApprovalLimitAmount

Type: currency

Properties: Create, Filter, Nillable, Sort, Update

Description: Amount up to which the approver has the authority to approve applications.

ApprovalFlowName

Type: string

Properties: Create, Filter, Group, Nillable, Sort, Update

Description: The name of the flow that must be launched to approve the applications associated with the application form template.

ApproverId

Type: reference

Properties: Create, Filter, Group, Nillable, Sort, Update

Description: The user who must approve the application payout.

This field is a relationship field.

Relationship Name: Approver

Relationship Type: Lookup

Refers To: User

Description

Type: string

Properties: Create, Filter, Group, Nillable, Sort, Update

Description: The description of the application form template.

Name

Type: string

Properties: Create, Filter, Group, idLookup, Sort, Update

Description: The name of the application form template.

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.

ApplicationFormTemplateChangeEvent
Change events are available for the object.
ApplicationFormTemplateFeed
Feed tracking is available for the object.
ApplicationFormTemplateHistory
History is available for tracked fields of the object.
ApplicationFormTemplateOwnerSharingRule
Sharing rules are available for the object.
ApplicationFormTemplateShare
Sharing is available for the object.