PreliminaryApplicationRef

Represents the saved applications and pre-screening forms. This object is available in API version 49.0 and later.

Supported Calls 

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

Fields 

ApplicationName 

  • Type: string
  • Properties: Create, Filter, Group, Sort, Update
  • Description: Name of the preliminary application.

ApplicationType 

  • Type: picklist

  • Properties: Create, Filter, Group, Restricted picklist, Sort, Update

  • Description: Type of application.

  • Possible values:

    • BusinessLicenseApplication—Business License Application
    • BusinessPrescreening—License Requirement Assessment
    • IndividualApplication—Individual Application

ApplicationStatus 

  • Type: picklist

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

  • Description: Specifies the status of the application.

  • Possible values:

    • Approved
    • Incomplete
    • More Info Requested
    • Rejected
    • Under Review

Description 

  • Type: textarea
  • Properties: Create, Nillable, Update
  • Description: The description of the preliminary application.

DynamicAttribute 

  • Type: textarea
  • Properties: Create, Nillable, Update
  • Description: The details of the equipment included in the project.

ProgramId 

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The Program associated with the preliminary application. This field is a relationship field.
  • Relationship Name: Program
  • Relationship Type: Lookup
  • Refers To: Program

RejectionReason 

  • Type: picklist

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

  • Description: Specifies the reason the customer’s application is rejected.

  • Possible values:

    • Application Not Signed
    • Gaps Not addressed
    • Inspection Not Passed

Score 

  • Type: int
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The priority score of the application.

BusinessAccountNameId 

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: ID of the business account related to the application.

IsSubmitted 

  • Type: boolean
  • Properties: Create, Defaulted on create, Filter, Group, Sort, Update
  • Description: Indicates whether the application was submitted.

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.

Name 

  • Type: string
  • Properties: Autonumber, Defaulted on create, Filter, idLookup, Sort
  • Description: Name of the preliminary application.

OwnerId 

  • Type: reference
  • Properties: Create, Defaulted on create, Filter, Group, Sort, Update
  • Description: ID of the owner who owns the record.

SavedApplicationUrl 

  • Type: url
  • Properties: Create, Filter, Group, Sort, Update
  • Description: Relative path of the saved application.

Associated Objects 

This object has the following associated objects. Unless noted, they are available in the same API version as this object.

PreliminaryApplicationRefFeed

Feed is available for the object.

PreliminaryApplicationRefHistory

History is available for the object.

PreliminaryApplicationRefOwnerSharingRule

Sharing rules are available for the object.

PreliminaryApplicationRefShare

Share is available for the object.