Power BI Connector for SugarCRM

Build 25.0.9454

Cases

Stores customer support case records. This table supports issue tracking, escalation management, service resolution workflows, and support performance reporting.

Columns

Name Type ReadOnly Description
Account_Id String False

The unique identifier (Id) of the account that is associated with this case. This field links the case to the customer or organization requesting assistance.

Account_Name String False

The name of the account that is associated with this case. This field provides a readable reference for the account_id field.

Acl_Team_Names String True

The list of team names that are associated with this case record. Each name identifies a team that has access to the case.

Acl_Team_Set_Id String False

The Id of the team set that defines combined team-based access to this case record. This field supports collaboration across user groups.

Action_Claim String True

An internal action reference that is used when an agent claims ownership of the case. This field supports case assignment workflows.

Action_Close String True

An internal action reference that is used when a case is closed. This field is part of case lifecycle workflow control.

Action_Unassign String True

An internal action reference that is used when a case is unassigned. This field supports reassignment and queue management.

Assigned_User_Id String False

The Id of the user who is assigned to manage this case. This field indicates case ownership.

Assigned_User_Name String True

The name of the user who is assigned to this case. This field provides a readable reference for the Assigned_User_Id field.

Attachment_List String True

The list of files or attachments that are associated with this case. This field supports document and evidence tracking.

Business_Center_Id String False

The Id of the business center that is associated with this case. Business centers define service region and response schedules.

Business_Center_Name String True

The name of the business center that is associated with this case. This field provides a readable reference for the Business_Center_Id field.

Business_Hours_To_Resolution Decimal True

The total time that is required to resolve the case, measured in business hours. This field supports service-level performance evaluation.

Business_Hrs_To_First_Response Decimal True

The time between case creation and first agent response, measured in business hours. This field supports compliance with first-response service-level agreements (SLAs).

Case_Number Int False

The visible case number that uniquely identifies this case for customer and internal reference. This number is used in communication and tracking.

Commentlog String True

The list of comments and discussion entries that is associated with this case. This field supports collaboration and case history review.

Created_By String True

The Id of the user who created this case record. This field supports origin and audit tracking.

Created_By_Name String True

The name of the user who created this case record. This field provides a readable reference for the Created_By field.

Date_Entered Datetime True

The date and time when this case record is created. This field supports timeline and audit analysis.

Date_Modified Datetime True

The date and time when this case record is most recently modified. This field supports update tracking.

Deleted Bool False

A Boolean field that returns a value of 'true' when the case record is marked for deletion. It returns a value of 'false' when the record remains active. This field supports soft-delete workflows.

Description String False

The full text description of the case, including details reported by the customer or agent. This field supports case evaluation and troubleshooting.

Dri_Workflow_Template_Id String False

The Id of the Dynamic Related Information workflow template that is associated with this case. This field supports Customer Journey automation.

Dri_Workflow_Template_Name String True

The name of the associated Customer Journey workflow template. This field provides a readable reference for the Dri_workflow_Template_Id field.

First_Response_Actual_Datetime Datetime True

The date and time when the first actual response is sent to the customer. This field supports SLA tracking.

First_Response_Sent Bool False

A Boolean field that returns a value of 'true' when the first response to the case has been sent. It returns a value of 'false' when no initial response has been provided.

First_Response_Sla_Met String False

Indicates whether the first response is delivered within the SLA target. This field supports SLA compliance reporting.

First_Response_Target_Datetime Datetime True

The date and time by which the first response is required according to SLA rules. This field provides the benchmark for response timing.

First_Response_User_Id String False

The Id of the user who performs the first response. This field supports response ownership and accountability.

First_Response_User_Name String True

The name of the user who performs the first response. This field provides a readable reference for the first_response_user_id field.

First_Response_Var_From_Target Decimal True

The difference between the actual and target first-response times. This field reflects SLA adherence performance.

Follow_Up_Datetime Datetime False

The scheduled date and time when the next follow-up action should occur. This field supports case progress management and reminders.

Following Bool False

A Boolean field that returns a value of 'true' when the current user is following this case. It returns a value of 'false' when the user is not subscribed to updates.

Hours_To_First_Response Decimal True

The time between case creation and the first agent response, measured in calendar hours. This field supports SLA compliance auditing.

Hours_To_Resolution Decimal True

The total time that is required to resolve the case, measured in calendar hours. This field is used for performance analytics.

Id [KEY] String True

The Id for this case record. This field ensures reliable referencing across modules, workflows, and reporting.

Is_Escalated Bool True

A Boolean field that returns a value of 'true' when the case is escalated due to priority, SLA risk, or customer impact. It returns a value of 'false' when the case remains in standard processing.

Locked_Fields String True

The list of fields that cannot be modified in this case. This field supports controlled editing and data protection during escalations or approvals.

Modified_By_Name String True

The name of the user who most recently modified this case record. This field provides a readable reference for the modified_user_id field.

Modified_User_Id String True

The Id of the user who most recently modified this case record. This field supports audit trails and update responsibility tracking.

My_Favorite Bool False

A Boolean field that returns a value of 'true' when the current user marks this case as a favorite. It returns a value of 'false' when the record is not marked as a favorite.

Name String False

The short descriptive title of the case. This field summarizes the issue for quick identification in lists and reports.

Pending_Processing Bool True

A Boolean field that returns a value of 'true' when the case is awaiting further processing. It returns a value of 'false' when no pending action is required.

Perform_Sugar_Action Bool False

A Boolean field that returns a value of 'true' when an automated Sugar action is configured to run on this case. It returns a value of 'false' when no automation is scheduled.

Portal_Viewable Bool False

A Boolean field that returns a value of 'true' when this case is visible in the customer portal. It returns a value of 'false' when it is internal only.

Primary_Contact_Id String False

The Id of the primary contact that is associated with this case. This field links the case to the individual requesting support.

Primary_Contact_Name String True

The name of the primary contact associated with this case. This field provides a readable reference for the Primary_Contact_Id field.

Priority String False

The urgency level assigned to the case (for example, 'High', 'Normal', or 'Low'). This field influences response timing and workflow routing.

Request_Close Bool True

A Boolean field that returns a value of 'true' when a request to close the case is initiated. It returns a value of 'false' when no closure request is active.

Request_Close_Date Datetime True

The date and time when the request to close the case was submitted. This field supports closure workflow auditing.

Resolution String False

The final explanation or corrective action taken to resolve the case. This field documents the outcome for follow-up and historical reference.

Resolved_Datetime Datetime False

The date and time when the case was marked as resolved. This field supports SLA and performance reporting.

Service_Level String True

The service level tier that applies to the account that is associated with this case. This field determines SLA timelines and escalation thresholds.

Source String False

The method through which the case is initiated (for example, 'Web', 'Email', or 'Phone'). This field supports channel-based reporting.

Source_Id String False

The Id of the originating source record that triggers this case. This field may link to forms, integrations, or system events.

Source_Meta String False

Additional metadata about the case origin. This field supports traceability and audit review.

Source_Type String False

The type of record or channel from which the case originates. This field contextualizes the case entry source.

Status String False

The current state of the case (for example, 'New', 'In Progress', 'Resolved', or 'Closed'). This field determines workflow stage and follow-up requirements.

Sync_Key String True

The synchronization key that links this case record to external systems and replication processes. This field supports system interoperability.

Tag String False

A tag or label that is used to categorize this case for search and reporting. This field supports flexible classification.

Team_Count String False

The number of teams that have access to this case record. This field supports visibility and security controls.

Team_Id String False

The Id of the primary team that is associated with this case. This field establishes default ownership and access permissions.

Team_Name String False

The name of the primary team that is associated with this case. This field provides a readable reference for the Team_Id field.

Team_Set_Id String False

The Id of the team set that defines combined team access for this case record. This field supports shared visibility across multiple groups.

Type String False

The classification of the case (for example, 'Issue', 'Request', or 'Feature'). This field supports reporting and prioritization of work.

Widget_Follow_Up_Datetime String True

The follow-up date that is used in dashboard widgets for reminder visualization. This field supports UI-based workflow guidance.

Widget_Status String True

The widget-specific status value that is used in dashboard displays. This field supports custom workflow visualization.

Work_Log String False

Free-form notes used to document work performed, investigation steps, and progress updates throughout the case lifecycle.

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Build 25.0.9454