Power BI Connector for SugarCRM

Build 25.0.9454

CJ_Forms

Stores Customer Journey form definitions and captured form submissions. This table supports guided selling, structured intake, and workflow-driven data collection.

Columns

Name Type ReadOnly Description
Id [KEY] String False

The unique identifier (Id) for this Customer Journey form record. This field ensures reliable reference across workflows and reporting.

Name String False

The display name of the Customer Journey form. This field is used to identify the form in configuration and reporting screens.

Date_Entered Datetime True

The date and time when this Customer Journey form record was created. This field supports lifecycle and change auditing.

Date_Modified Datetime True

The date and time when this Customer Journey form record was most recently modified. This field supports update tracking.

Modified_User_Id String True

The Id of the user who most recently modified this form. This field supports audit accountability.

Modified_By_Name String True

The name of the user who most recently modified this form. This field provides a readable reference for the Modified_User_Id field.

Created_By String True

The Id of the user who created this Customer Journey form. This field supports origin tracking and ownership history.

Created_By_Name String True

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

Description String False

The full explanatory description of the Customer Journey form. This field documents purpose and usage.

Deleted Bool False

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

Trigger_Event String False

The event that triggers the form's action (for example, 'stage transition', 'activity completion', or 'workflow milestone'). This field drives automation timing.

Action_Type String False

The type of action that the form performs (for example, 'updating fields', 'sending notifications', or 'launching tasks').

Action_Trigger_Type String False

The method by which the action is triggered (for example, 'automatically' or by 'user interaction'). This field refines how automation is executed.

Relationship String False

The relationship context in which the form's action applies, such as associated record links or child workflow entities.

Activity_Module String False

The module in which the automated activity occurs. This field determines which records are affected by the form's action.

Active Bool False

A Boolean field that returns a value of 'true' when the form is active and available for use in Customer Journeys. It returns a value of 'false' when the form is disabled.

Ignore_Errors Bool False

A Boolean field that returns a value of 'true' when workflow processing should continue even if the action generates errors. It returns a value of 'false' when error conditions must stop processing.

Populate_Fields String False

The list of fields and values that the form populates when triggered. This field defines automated updates within the workflow.

Select_To_Email_Address String False

The email address that is selected as the recipient when the form triggers an email-related action.

Parent_Id String False

The Id of the parent record to which this form is linked, such as a workflow stage or activity template.

Parent_Name String True

The name of the parent record that is associated with this form. This field provides a readable reference for the Parent_Id field.

Parent_Type String True

The module or record type that serves as the parent context for the form. This field determines where the form is applied within the Customer Journey structure.

Display_Activity_Rsa_Icon String False

A configuration value that determines whether a required-step indicator icon is displayed for the associated Customer Journey activity. The required-step indicator shows users that the activity must be completed before the workflow can progress.

Dri_Workflow_Template_Id String False

The Id of the Customer Journey workflow template with which this form is associated. This field supports template-driven automation.

Dri_Workflow_Template_Name String False

The name of the workflow template that is associated with this form. This field provides a readable reference for the Dri_Workflow_Template_Id field.

Email_Templates_Id String False

The Id of the email template that is used when this form triggers an email action.

Email_Templates_Name String True

The name of the associated email template. This field provides a readable reference for the Email_Templates_Id field.

Main_Trigger_Type String False

The primary trigger type that governs when the form's automation executes. This field controls workflow timing logic.

Module_Trigger String False

The module in which the trigger event occurs. This field aligns the automation to the correct data context.

Field_Trigger String False

The field whose value change triggers the form's action. This field enables conditional workflow automation.

Smart_Guide_Template_Id String False

The Id of the Smart Guide template that is associated with the form. Smart Guides provide dynamic, visual process assistance.

Smart_Guide_Template_Name String False

The name of the Smart Guide template associated with this form. This field provides a readable reference for the smart_guide_template_id field.

Target_Action String False

The action that is executed when the form trigger conditions are met, such as creating a record, updating a field, or sending a notification.

Following Bool False

A Boolean field that returns a value of 'true' when the current user follows this form for change updates. It returns a value of 'false' when the user is not following the record.

My_Favorite Bool False

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

Tag String False

A tag or label assigned to this form to support categorization and filtering.

Commentlog String True

The list of comments, activity notes, and collaboration entries that is associated with the form record.

Locked_Fields String True

The list of fields that cannot be modified for this form. This field supports data protection and approval workflows.

Sync_Key String True

The synchronization key that links this form record to external systems or replication services.

Team_Id String False

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

Team_Set_Id String False

The Id of the team set that defines multi-team access to this record. This field supports shared visibility and collaboration.

Acl_Team_Set_Id String False

The Id of the Access Control List (ACL) team set that controls access-level permissions for this form record.

Team_Count String False

The number of teams that have access to this record. This field supports access control reporting.

Team_Name String False

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

Acl_Team_Names String True

The list of team names that are associated with this form record for access and collaboration visibility.

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Build 25.0.9454