Actionable Lists Upsert Input

The request payload used to create or update an actionable list and its members.

JSON Example 

 
1{
2  "id": null,
3  "name": "Enterprise Customers",
4  "description": "Large enterprise accounts",
5  "objectName": "Account",
6  "actionableListDefinitionId": "a0X5g000000ABC1",
7  "defaultMemberStatusId": "a0M5g000000STS1",
8  "actionableListMemberIds": [],
9  "filterLogic": "1 AND 2",
10  "filters": [
11    {
12      "columnName": "Account.AnnualRevenue",
13      "operator": "greaterThan",
14      "values": ["1000000"]
15    },
16    {
17      "columnName": "Account.Industry",
18      "operator": "equals",
19      "values": ["Technology"]
20    }
21  ]
22}

Properties 
Property NameTypeDescriptionRequired
idStringID of the actionable list record. If specified, the API updates the specific actionable list. If not specified, the API creates an actionable list record.Optional
nameStringName of the actionable list record.Optional
descriptionStringDescription of the actionable list record.Optional
objectNameStringName of the object to create the actionable list for.Optional
defaultMemberStatusIdStringID of the member status to assign as the default status for all members of the actionable list.Optional
actionableListDefinitionIdStringID of the list definition that’s associated with the actionable list.Optional
actionableListMemberIdsString[]IDs of the members of the actionable list.Optional
filterLogicStringLogical expression that combines filter criteria to create or update the actionable list.Optional
filtersFilter Input[]List of filter criteria. See Filter Input.Optional

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Apex Reference
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Request Bodies
Actionable List Definition Source Column Input
Actionable List Definition Update Input
Actionable List Definitions Create Input
Actionable List Definitions Member Status Input
Actionable List Definitions Records Input
Actionable List Definitions Source Details Input
Filter Input
Actionable Lists Upsert Input
Address Input
Asset Input
Borrower Address Input
Borrower Declaration Input
Borrower Employment Input
Borrower Income Input
Borrower Input
Case Info Wrapper
Case Participant Info Wrapper
Complaint Info Wrapper
Complaint Management Request Input
Document Info Attributes Wrapper
Ethoca Alert Callback Input
Ethoca Event
Ethoca Links
Extended Fields Input
Filter Criteria
Financial Goal Create Input
Financial Goal Funding Input
Financial Goal Input
Financial Goal List Create Input
Financial Goal Party Input
Financial Goal Patch Input
Financial Goal Query Input
Financial Input
Flexible Hierarchy Bulk Validation Input
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Flexible Hierarchy Check Sync Input
Flexible Hierarchy Filters Input
Flexible Hierarchy Rule-Based Creation Input
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Liability Input
Mapper Input Representation
Mortgage Input
Property Input
Title Holder Input
Referral Assignment Assignee Input
Referral Assignment Condition Input
Referral Assignment Rule Input
Referral Assignment Rule Order Input
Referral Assignment Rule Order Item Input
Referral Assignment Rule Status Update Input
Referral Assignment Rule Update Input
Referral Form Configuration Input
Referral Form Configuration Management Input
Step Section Condition Management Input
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Referral Form Configuration Success Message Management Input
Referral Form Configuration Success Rule Message Management Input
Referral Form Configuration Welcome Consent Management Input
Referral Form Configuration Welcome Content Management Input
Step Section Visibility Condition Input
Referral Form Configuration Step Section Input
Referral Form Configuration Success Message Rule Management Input
Intake Success Screen Management Input
Intake Welcome Management Input
Referral Form Configuration Step Input
Referral Form Definition Status Update Input
Referral Input
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