DocumentChecklistItem

Represents a checklist item for a file documentation upload.

Supported Calls 

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

Fields 

AccountId 

  • Type: reference
  • Properties: Filter, Group, Nillable, Sort
  • Description: The ID of the account the document checklist item belongs to.

DocumentTypeId 

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

Instruction 

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

IsAccepted 

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

IsFrozen 

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

IsRequired 

  • Type: boolean
  • Properties: Create, Defaulted on create, Filter, Group, Sort
  • Description: Indicates if the document checklist item is required.
  • 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. If this value is null, it’s possible that this record was referenced (LastReferencedDate) and not viewed.

Name 

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

OwnerId 

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

ParentRecordId 

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

Status 

  • 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
    • Rejected

UploadedById 

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

WhoId 

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

Associated Objects 

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.