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(), search(), undelete(), update(), upsert()

Special Access Rules

This object is available only if the Grantmaking license is enabled, Grantmaking is enabled, and the Manage Application system permission is assigned to users.

Fields

ApplicantId

Type: reference
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: ID of the applicant for the application.

This field is a relationship field.
Relationship Name: Applicant
Relationship Type: Lookup
Refers To: Contact

ApplicationCategory

Type: picklist
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The category of the application

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

BusinessAccountNameId

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

This field is a relationship field.
Relationship Name: BusinessAccountName
Relationship Type: Lookup
Refers To: Account

IsSubmitted

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

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.

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

SavedApplicationUrl

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

SubmissionDate

Type: date
Properties: Create, Filter, Group, Nillable, Sort, Update
Description: The date when the application was submitted.

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.

PreliminaryApplicationRefFeed: Feed tracking is available for the object.
PreliminaryApplicationRefHistory: History is available for tracked fields of the object.
PreliminaryApplicationRefOwnerSharingRule: Sharing rules are available for the object.
PreliminaryApplicationRefShare: Sharing is available for the object.