ActionableList

Represents an actionable list. This object is available in API version 65.0 and later.

Supported Calls

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

Fields

ActionableListDefinitionId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort
Description: The list definition that’s associated with the actionable list.

This field is a relationship field.
Relationship Name: ActionableListDefinition
Refers To: ActionableListDefinition

ActionableListType

Type: string
Properties: Filter, Group, Nillable, Sort
Description: The type of the actionable list based on its definition. This value is derived from the ActionableListDefinition record.

AssigneeId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The person to whom an actionable list is assigned.

This field is a polymorphic relationship field.
Relationship Name: Assignee
Refers To: Group, User

AssigneeType

Type: picklist
Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description: The type of assignee of an actionable list.
Possible values:
- Queue
- RecordOwner
- User

AssignmentStatus

Type: picklist
Properties: Filter, Group, Nillable, Restricted picklist, Sort
Description: The status of the assignment done for an actionable list.
Possible values:
- Failed
- InProgress
- PartiallyComplete
- Success
- Waiting

AutomaticAssigneeId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The assignee to whom the new members in an actionable list are automatically assigned.

This field is a polymorphic relationship field.
Relationship Name: AutomaticAssignee
Refers To: Group, User

AutomaticAssigneeType

Type: picklist
Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description: Specifies the type of assignee to which the new members in an actionable list are automatically assigned.
Possible values:
- Queue
- RecordOwner
- User

BatchCalcJobDefinitionId

Type: reference
Properties: Filter, Group, Nillable, Sort
Description: The batch calculation job definition associated with the actionable list.

This field is a relationship field.
Relationship Name: BatchCalcJobDefinition
Refers To: BatchCalcJobDefinition

CompletionDate

Type: dateTime
Properties: Create, Filter, Nillable, Sort, Update
Description: The last date for completing engagement with the members in an actionable list.

CurrencyIsoCode

Type: picklist
Properties: Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description: The ISO currency code for the postauthorization request.
Default value: USD
Possible values:
- USD—U.S. Dollar

DefaultMemberStatusId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The default actionable list member status.

This field is a relationship field.
Relationship Name: DefaultMemberStatus
Refers To: ActionableListMemberStatus

DefaultSortMemberField

Type: string
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The default field name used for sorting the actionable list members in Outreach List.

Description

Type: string
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The description of the actionable list.

IsActionableListConfigured

Type: boolean
Properties: Defaulted on create, Filter, Group, Sort
Description: Indicates whether an actionable list is configured (true) or not (false).
Default value: false

IsAutoAssignmentAllowed

Type: boolean
Properties: Defaulted on create, Filter, Group, Sort
Description: Indicates whether automatic assignment of new actionable list members is allowed (true) or not (false).
Default value: false

LastMemberAddDateTime

Type: string
Properties: Filter, Group, Nillable, Sort
Description: The date and time when the last member was added to an actionable list in epoch time format.

LastReferencedDate

Type: dateTime
Properties: Filter, Nillable, Sort
Description: The timestamp when the current user last accessed this record indirectly, for example, through a list view or related record.

LastViewedDate

Type: dateTime
Properties: Filter, Nillable, Sort
Description: The timestamp when the current user last viewed this record or list view. If this value is null, and LastReferenceDate is not null, the user accessed this record or list view indirectly.

ListStatus

Type: picklist
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: Specifies the status of the actionable list.
Possible values:
- Active
- Archived
- Draft
- Processing

MemberCount

Type: int
Properties: Filter, Group, Nillable, Sort
Description: The actionable list members count.

MemberCountLastModDtTime

Type: dateTime
Properties: Filter, Nillable, Sort
Description: The date and time when the member count of an actionable list was last modified.

MemberSortOrder

Type: picklist
Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description: Specifies the default sort order for sorting the actionable list members in Outreach List.
Possible values:
- Ascending
- Descending

Name

Type: string
Properties: Create, Filter, Group, idLookup, Sort, Update
Description: The name of the actionable list.

ObjectName

Type: picklist
Properties: Create, Filter, Group, Restricted picklist, Sort, Update
Description: Specifies the object for which the actionable list is created.
Possible values:
- Account
- Asset
- CareRequest
- CareRequestItem
- Case
- Claim
- ClinicalServiceRequest
- Contact
- HealthcareFacility
- InsurancePolicy
- Lead
- MemberPlan
- Opportunity
- PersonLifeEvent

OmniScriptKey

Type: textarea
Properties: Create, Nillable, Update
Description: The key that’s created by combining the type, subtype, and language of the OmniScript with a ’/’ separating these values.

OwnerId

Type: reference
Properties: Create, Defaulted on create, Filter, Group, Sort, Update
Description: ID of the owner of this object.

This field is a polymorphic relationship field.
Relationship Name: Owner
Refers To: Group, User

Priority

Type: picklist
Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description: Specifies the priority of the actionable list.
Possible values:
- High
- Low
- Medium

SourceType

Type: picklist
Properties: Filter, Group, Nillable, Restricted picklist, Sort
Description: Specifies the source type of the actionable list.
Possible values:
- CrmAnalytics—Crm Analytics
- DataCloudPlatform—Data Cloud Platform

Status

Type: picklist
Properties: Filter, Group, Nillable, Restricted picklist, Sort
Description: Specifies the status of the actionable list.
Possible values:
- Failed
- Queued
- Success

SynchronizationOperationType

Type: picklist
Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description: Specifies the type of operation that’s performed when an actionable list synchronizes with a Data Cloud segment.
Possible values:
- Insert
- Update

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.

ActionableListChangeEvent: Change events are available for the object.
ActionableListFeed: Feed tracking is available for the object.
ActionableListHistory: History is available for tracked fields of the object.
ActionableListShare: Sharing is available for the object.