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Name

Type

Description

id

String

The ID of the workflow rule

name

String

The name of the workflow rule

life_cycle_stateString

The life cycle state of the workflow rule which can be EFFECTIVE or NOT EFFECTIVE

descriptionStringThe description of the  workflow rule
processing_orderStringThe Processing order of the workflow rule which can be ACTIONS THEN UPDATES, UPDATES THEN ACTIONS
priorityStringThe Workflow Rule's Priority which can be LOW, MEDIUM, HIGH
entityString

The name of the entity with which the workflow rule is related to. The supported entities are the following:

  • ACTIVITIES
entity_typesEntity Type ObjectThe Entity Types which are applicable for the workflow rule.
conditions_setSet of Workflow Rule Conditions ObjectsThe set of conditions or the workflow rule
actions_setSet of Workflow Rule Actions ObjectsThe set of actions or the workflow rule
log_information

Log Information Object

The log information related with the retrieved workflow rule

Referred Objects Response Data

 entity_type object response data

Name

Type

Description

id

String

The ID of the retrieved entity type

name

String

The name of the retrieved entity type

alternative_code

String

The alternative code of the retrieved entity type

descriptionStringA description of the retrieved entity type

 workflow_rule_action_values object response data

Name

Type

Description

codeStringThe code of the Workflow Rule Action which can either be UPDATE INFORMATION, SEND ALERTS, SET APPROVALS, TRIGGER WEBHOOKS.

field

String

The field which is related to the Workflow Rule Action but only if the action has a code UPDATE INFORMATION. It defines the Entity field being updated by the Workflow Rule Action.
valueStringThe value to which the Entity instance will be updated to. Applicable only if the action has a code UPDATE INFORMATION
webhook_definitions Set of Webhook Definition ObjectsThe set of Webhook Definitions which are triggered by the action. Applicable only if the action has a code TRIGGER WEBHOOKS.
approval_definitionsSet of Approval Definition ObjectsThe set of Approval Definitions which are triggered by the action. Applicable only if the action has a code SET APPROVALS,
alert_definitionsSet of Alert Definition ObjectsThe set of Alert Definitions which are triggered by the action. Applicable only if the action has a code SEND ALERTS

Referred Objects Response Data

 webhook_definition object response data

Name

Type

Description

id

String

The ID of the retrieved webhook definition

alternative_codeStringThe alternative code of the retrieved webhook definition
nameStringThe name of the retrieved webhook definition
life_cycle_stateString

The life cycle state of the retrieved webhook definition. The supported life cycle states are EFFECTIVE or NOT_EFFECTIVE

 alert_definition object response data

Name

Type

Description

id

String

The ID of the retrieved alert definition

alternative_codeStringThe alternative code of the retrieved alert definition
nameStringThe name of the retrieved alert definition
life_cycle_stateString

The life cycle state of the retrieved alert definition. The supported life cycle states are EFFECTIVE or NOT_EFFECTIVE

typeStringThe type of the alert definition which can be EMAIL or SMS

 approval_definition object response data

Name

Type

Description

id

String

The ID of the retrieved approval definition

alternative_codeStringThe alternative code of the retrieved approval definition
nameStringThe name of the retrieved approval definition
life_cycle_stateString

The life cycle state of the retrieved approval definition. The supported life cycle states are EFFECTIVE or NOT_EFFECTIVE

 workflow_rule_condition object response data

Name

Type

Description

id

String

The ID of the workflow rule condition

codeStringThe code of the retrieved workflow rule condition which can either be: WHEN SPECIFIC USER OR UNIT MAKES A CHANGE, WHEN SPECIFIC FIELD CHANGES, WHEN SPECIFIC FIELD CONTAINS SPECIFIC VALUE, WHEN SPECIFIC FIELD CHANGES FROM A SPECIFIC VALUE TO ANOTHER SPECIFIC VALUE
values_setString

The set of fields and their values per Workflow Rule Condition. The fields and their values depend on the Condition's code

Referred Objects Response Data

 workflow_rule_condition_values object response data

Name

Type

Description

field

String

The field which is related to the Workflow Rule Condition. It can either have a fixed value or a field of the Entity which is related to the Workflow Rule. A fixed value is applicable only when the code of the Condition is set to SPECIFIC USER OR UNIT MAKES A CHANGE and the available values are be ASSIGN TO  USER, ASSIGN TO UNIT, CREATED BY USER, CREATED BY UNIT, SPECIFIC USER, SPECIFIC UNIT
valueStringThe value of the Condition's field. A value is returned only if the condition's field does not have a fixed value. The condition's value includes a value of the Entity instance.

 

 


 

 log_information object response data

Name

Type

Description

created_date

Date

The date that the retrieved record was created

updated_date

Date

The last date that the retrieved record was updated

created_by_unit

Unit Object

The unit that created the retrieved record

From CRM.COM R14.1.0 and onward, group_name and community_name attributes will be returned as empty, if the related legacy compatibility setting is disabled

Deprecated from CRM.COM R18.0.0

created_by_business_unit

Unit Object

The unit that created the retrieved record

From CRM.COM R14.1.0 and onward, group_name and community_name attributes will be returned as empty, if the related legacy compatibility setting is disabled

Available from CRM.COM R18.0.0

created_by_user

User Object

The user that created the retrieved record

From CRM.COM R14.1.0 and onward, person_name and email attributes will be returned as empty, if the related legacy compatibility setting is disabled

updated_by_unit

Unit Object

The last unit that updated the retrieved record

From CRM.COM R14.1.0 and onward, group_name and community_name attributes will be returned as empty, if the related legacy compatibility setting is disabled

Deprecated from CRM.COM R18.0.0

updated_by_business_unit

Unit Object

The last unit that updated the retrieved record

Available from CRM.COM R18.0.0

updated_by_user

User Object

The last user that updated the retrieved record

From CRM.COM R14.1.0 and onward, person_name and email attributes will be returned as empty, if the related legacy compatibility setting is disabled

Referred Objects Response Data

 unit object response data

Name

Type

Description

id

String

The ID of the retrieved unit

name

String

The name of the retrieved unit

group_name

String

The name of the group that the retrieved unit belongs to

community_name

String

The name of the community that the retrieved unit belongs to

alternative_code

String

The alternative code of the retrieved unit

description

String

The description of the retrieved unit

 business unit object response data

Name

Type

Description

id

String

The ID of the retrieved business unit

name

String

The name of the retrieved business unit

codeStringThe code of the retrieved business unit
unified_codeString

The unified code of the retrieved business unit

description

String

The description of the retrieved business unit

parent_business_unit_nameStringThe name of the parent business unit that the retrieved business unit belongs to

 user object response data

Name

Type

Description

id

String

The ID of the retrieved user

username

String

The user name of the retrieved user

person_name

String

The full name of the retrieved user

email

String

The email of the retrieved user

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