DocumentChecklistItem

Represents a checklist item for a documentation file upload. This object is available in API version 47.0 and later.

describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search()

• 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.

• 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.

• 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.

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: ID of the document type for the document checklist item.

• Type: textarea
• Properties: Create, Nillable, Update
• Description: Instructions associated with the document checklist item.

• Type: boolean
• Properties: Create, Defaulted on create, Filter, Group, Sort, Update
• Description: Indicates whether the file has been accepted.
• Default value: False

• Type: boolean
• Properties: Create, Defaulted on create, Filter, Group, Sort, Update
• Description: Indicates that the item can no longer be modified.
• Default value: False

• Type: boolean
• Properties: Create, Defaulted on create, Filter, Group, Sort
• Description: Indicates if the document checklist item is required.
• Default value: False

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

• 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.

• Type: string
• Properties: Create, Filter, Group, idLookup, Sort, Update
• Description: Name of the document checklist item.

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

• Type: master-detail reference
• Properties: Create, Filter, Group, Sort, Update
• Description: Original parent object the document checklist item belonged to.

• 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

• Type: picklist

• Properties: Create, Defaulted on create, Filter, Group, Sort, Update

• Description: Uploaded document checklist item status.

• Default value: New

• Possible values:

  • Accepted
  • New
  • Pending
  • Waived
  • Not Verified
  • Rejected

• Type: reference
• Properties: Filter, Group, Nillable, Sort
• Description: Person who uploaded the file.

• 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.

• 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.

• Type: reference
• Properties: Create, Filter, Group, Nillable, Sort, Update
• Description: Person that the uploaded documentation pertains to.

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

DocumentChecklistItemFeed

Feed tracking is available for the object.

DocumentChecklistItemHistory

History is available for tracked fields of the object.

DocumentChecklistItemOwnerSharingRule

Sharing rules are available for the object.

DocumentChecklistItemShare

Sharing is available for the object.

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Health Cloud Developer Guide

Health Cloud Data Model

Advanced Therapy Management

Adverse Events

Assessment Generation

Benefits Verification

Care Program Management

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Predecessors to Code Sets and Code Set Bundles in Health Cloud

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Intelligent Appointment Management

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ReceivedDocument

ReceivedDocumentType

OcrDocumentScanResult

DocumentChecklistItem

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