Disclosure

Represents the disclosure details that a company shares, which can be included by a user in their response document. This object is available in API version 57.0 and later.

Supported Calls

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

Fields

AssessmentId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The assesment record that stores the responses submitted for the disclosure. This field is a relationship field.
Relationship Name: Assessment
Relationship Type: Lookup
Refers To: Assessment

AuthoringMode

Type: picklist
Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort
Description: Specifies the authoring mode used to launch the disclosure authoring experience. Possible values depending on the Use Disclosure and Compliance Hub Plugin setting are:
- Microsoft365Word—Microsoft 365 Word
- OmniScriptAndMcrsft365Wrd—OmniScript and Microsoft 365 Word
- OmniScriptForm—OmniScript Form
- GoogleDocs—Google Docs
- OmniscriptAndGoogleDocs—OmniScript and Google Docs
See Enable the Disclosure and Compliance Hub.

DisclosureDefVerDesc

Type: textarea
Properties: Nillable
Description: The description of the disclosure definition version associated with the disclosure.

DisclosureDefVerNumber

Type: string
Properties: Filter, Group, Nillable, Sort
Description: The version number of the disclosure definition associated with the disclosure.

DisclosureDefinition

Type: string
Properties: Filter, Group, Nillable, Sort
Description: The disclosure definition associated with the disclosure.

DisclosureDefinitionVerId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort
Description: The version of the disclosure definition associated with the disclosure. This field is a relationship field.
Relationship Name: DisclosureDefinitionVer
Refers To: DisclosureDefinitionVersion

DisclosureDocumentUrl

Type: url
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The URL of the final disclosure document that’s used in the disclosure.

DisclosureType

Type: string
Properties: Filter, Group, Nillable, Sort
Description: The type of disclosure.

DisclosureTypeBodyLogo

Type: string
Properties: Filter, Group, Nillable, Sort
Description: The logo of the standard body related to a disclosure type to which an individual or a company is making a disclosure.

EndDate

Type: date
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The end date of the disclosure.

ExternalDocumentErrorMessage

Type: string
Properties: Nillable
Description: The error associated with the launch of the external document.

ExternalDocumentLaunchStatus

Type: picklist
Properties: Filter, Group, Nillable, Restricted picklist, Sort
Description: The status of the external document launch.
Possible values:
- DocumentGenerationFailed—Document Generation Failed
- Processing
- ReadyToLaunch—Ready to Launch

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. If this value is null, this record might only have been referenced (LastReferencedDate) and not viewed.

Name

Type: string
Properties: Create, Filter, Group, idLookup, Sort, Update
Description: Name of the record.

OwnerId

Type: reference
Properties: Create, Defaulted on create, Filter, Group, Sort, Update
Description: The ID of the user who owns this record. This field is a polymorphic relationship field.
Relationship Name: Owner
Relationship Type: Lookup
Refers To: Group, User

PredefinedDisclosureDefVersion

Type: picklist
Properties: Create, Filter, Group, Restricted picklist, Sort
Description: Specifies the predefined disclosure definition version associated with the disclosure. Possible values depending on the Use Disclosure and Compliance Hub Plugin setting are:
- CsrdVersion3ForHybridMS365—CSRD V3 Microsoft 365 Word Hybrid Mode
- CsrdVersion4ForGoogleDocs—CSRD V4 Google Docs
- CsrdVersion4ForHybridMS365—CSRD V4 Microsoft 365 Word Hybrid Mode
- CsrdVersion5ForGoogleDocs—CSRD V5 Google Docs
- CsrdVersion5ForHybridMS365—CSRD V5 Microsoft 365 Word Hybrid Mode
- CsrdVersion6ForGoogleDocs—CSRD V6 Google Docs
- CsrdVersion6ForHybridMS365—CSRD V6 Microsoft 365 Word Hybrid Mode

ReplicateResponsesFromId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort
Description: The disclosure from where the responses are taken. The disclosure information is dependent on the disclosure type, definition, and a valid assessment context on the disclosure. Available in API version 59.0 and later.

This field is a relationship field.
Relationship Name: ReplicateResponsesFrom
Relationship Type: Lookup
Refers To: Disclosure

ShouldGenDrftRespDocFrEinstein

Type: boolean
Properties: Create, Defaulted on create, Filter, Group, Sort
Description: Indicates wether to generate the draft response document using Einstein Search for the disclosure.
Default value: false

StartDate

Type: date
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The start date of the disclosure.

Status

Type: picklist
Properties: Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description: Specifies the status of the disclosure.
Default value: IN_PROGRESS
Possible values:
- COMPLETED—Completed
- IN_PROGRESS—In Progress
- READY_FOR_REVIEW—Ready for Review

Year

Type: picklist
Properties: Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description: The year for which the disclosure is done.
Possible values:
- 2000
- 2001
- 2002
- 2003
- 2004
- 2005
- 2006
- 2007
- 2008
- 2009
- 2010
- 2011
- 2012
- 2013
- 2014
- 2015
- 2016
- 2017
- 2018
- 2019
- 2020
- 2021
- 2022
- 2023
- 2024
- 2025
- 2026
- 2027
- 2028
- 2029
- 2030
- 2031
- 2032
- 2033
- 2034
- 2035
- 2036
- 2037
- 2038
- 2039
- 2040

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.

DisclosureFeed: Feed tracking is available for the object.
DisclosureHistory: History is available for tracked fields of the object.
DisclosureShare: Sharing is available for the object.