Power BI Connector for SugarCRM

Build 25.0.9454

Tasks

Stores task and to-do activity records. This table supports personal organization, follow-up tracking, and workflow execution.

Columns

Name Type ReadOnly Description
Acl_Team_Names String True

The list of team names that are associated with this task. This value supports collaboration, access control, and record visibility.

Acl_Team_Set_Id String False

The Id of the set of teams that have access to this task. This value is used to manage multi-team permission assignments.

Assigned_User_Id String False

The unique identifier (Id) of the user who is responsible for this task. This assignment determines ownership and workflow accountability.

Assigned_User_Name String True

The display name of the user who is assigned to this task. This value is shown in the user interface for clarity and reference.

Cj_Activity_Completion_Date Datetime True

The date and time when the associated Customer Journey activity was completed. This value provides progress tracking information.

Cj_Activity_Start_Date Datetime True

The date and time when the associated Customer Journey activity began. This value indicates the start of the guided process step.

Cj_Activity_Tpl_Name String True

The name of the Customer Journey activity template used to define this task. This value provides insight into standardized workflow patterns.

Cj_Actual_Sort_Order String False

The actual position of this task within the ordered sequence of Customer Journey activities. This value supports structured progression tracking.

Cj_Allow_Activity_By String False

The list of roles, users, or criteria that are permitted to complete this Customer Journey activity. This value controls participation visibility and authorization.

Cj_Blocked_By_Stages String False

The Customer Journey stages that must be completed before this task can proceed. This value enforces required sequence dependencies.

Cj_Days_To_Complete String True

The expected number of days allocated to complete this Customer Journey activity. This value informs pacing and time-management guidance.

Cj_Momentum_End_Date Datetime False

The date when the momentum measurement period for this activity ends. Momentum tracking helps monitor engagement velocity.

Cj_Momentum_Points Int True

The number of points attributed to the user for progressing this Customer Journey activity. This value can influence scoring or gamification metrics.

Cj_Momentum_Ratio Double True

A calculated ratio reflecting the rate of progress within the Customer Journey. This value supports performance insight.

Cj_Momentum_Score Int True

The momentum score that is assigned to this Customer Journey activity. This score reflects progress pace and consistency.

Cj_Momentum_Start_Date Datetime False

The date when the momentum measurement period for this activity begins. This date marks the start of engagement pace tracking.

Cj_Parent_Activity_Id String False

The Id of the parent Customer Journey activity that this task is linked to. This value establishes hierarchical or sequential activity relationships.

Cj_Parent_Activity_Type String False

The type of Customer Journey activity this task is associated with (for example, 'milestone' or 'task'). This value provides workflow context.

Cj_Url String False

The URL link that directs the user to the Customer Journey activity or supporting guidance. This value aids navigation during task execution.

Commentlog String True

The comment log entries that are associated with this task. This field stores collaboration notes, instructional details, or record history.

Contact_Email String False

The email address of the contact that is associated with this task. This value supports communication and outreach related to the task.

Contact_Id String False

The Id of the contact that is associated with this task. This value links the task to a specific individual in the system.

Contact_Name String True

The display name of the contact that is associated with this task. This value is shown for clarity in the user interface.

Contact_Phone String True

The phone number of the contact that is associated with this task. This value can be used for communication or follow-up.

Created_By String True

The Id of the user who created this task record. This value identifies the origin of the task for ownership and audit tracking.

Created_By_Name String True

The display name of the user who created this task record. This value supports readability and context in the interface.

Customer_Journey_Blocked_By String False

The Customer Journey elements or stages that prevent this task from progressing. This value enforces required completion logic.

Customer_Journey_Points String False

The points awarded for completing this Customer Journey task. This value can contribute to performance scoring or progress assessment.

Customer_Journey_Progress Double True

The percentage of progress that is completed within the Customer Journey at this task. This value supports process visibility.

Customer_Journey_Score Int True

The overall score associated with the Customer Journey activity at this task stage. This value reflects tracked performance metrics.

Customer_Journey_Type String False

The classification type of the Customer Journey this task belongs to. This value indicates the methodology or guided workflow being followed.

Date_Due Datetime False

The due date and time for completing the task. This value provides scheduling expectations and workflow timing.

Date_Due_Flag Bool False

A Boolean field that returns a value of 'true' when the due date is flagged for attention or special conditions. It returns a value of 'false' when no due date alert applies.

Date_Entered Datetime True

The date and time when this task record was created. This value supports timeline tracking and audit review.

Date_Modified Datetime True

The date and time when this task record was most recently updated. This field supports version history and change transparency.

Date_Start Datetime False

The start date and time assigned for this task. This value is used for planning and timeline management.

Date_Start_Flag Bool False

A Boolean field that returns a value of 'true' when the start date is flagged for attention or special conditions. It returns a value of 'false' when no start date alert applies.

Deleted Bool False

A Boolean field that returns a value of 'true' when this task record is marked as deleted. It returns a value of 'false' when the record remains active and available.

Description String False

A detailed description of the task. This field can include instructions, notes, or contextual information relevant to the task.

Dri_Subworkflow_Id String False

The Id of the subworkflow that this task is associated with in a Customer Journey. This value links the task to a defined guided process segment.

Dri_Subworkflow_Name String True

The display name of the subworkflow that is associated with this task. This value provides clarity when viewing Customer Journey process steps.

Dri_Subworkflow_Template_Id String False

The Id of the subworkflow template that is used to generate this task. This value indicates standardized workflow configuration.

Dri_Subworkflow_Template_Name String True

The name of the subworkflow template that defines this task's structure or behavior. This supports guided workflow continuity.

Dri_Workflow_Id String False

The Id of the Customer Journey workflow that this task belongs to. This value links the task to the larger guided process.

Dri_Workflow_Name String True

The display name of the Customer Journey workflow associated with this task. This value provides context in user-facing views.

Dri_Workflow_Sort_Order String False

The sequence order of this task within the associated Customer Journey workflow. This value affects task progression and stage navigation.

Dri_Workflow_Task_Template_Id String False

The Id of the workflow task template that defines this task. This value supports standardized task structure.

Dri_Workflow_Template_Id String False

The Id of the workflow template that is used to generate the Customer Journey that includes this task. This value indicates reusable customer engagement patterns.

Dri_Workflow_Template_Name String True

The display name of the workflow template that governs this Customer Journey. This value assists with identifying standardized workflow models.

Following Bool False

A Boolean field that returns a value of 'true' when the current user is following this task to receive activity updates. It returns a value of 'false' when the user is not following the record.

Id [KEY] String True

The Id for this task record. This value is used to reference and manage the task throughout the system.

Is_Cj_Parent_Activity Bool False

A Boolean field that returns a value of 'true' when this task functions as a parent-level Customer Journey activity. It returns a value of 'false' when the task is not a parent activity.

Is_Customer_Journey_Activity Bool False

A Boolean field that returns a value of 'true' when this task is part of a Customer Journey workflow. It returns a value of 'false' when the task is not associated with a guided journey.

Locked_Fields String True

The list of fields that are restricted from editing for this task. This prevents modification of protected or system-governed values.

Modified_By_Name String True

The display name of the user who most recently modified this task record. This value provides visibility into update history.

Modified_User_Id String True

The Id of the user who most recently updated this task record. This value identifies the source of the latest change.

My_Favorite Bool False

A Boolean field that returns a value of 'true' when the task record is marked as a favorite by the current user. It returns a value of 'false' when it is not marked as a favorite.

Name String False

The name of the task. This value is used as the primary label throughout the user interface and reports.

Parent_Id String False

The Id of the parent record that is associated with this task. This value links the task to another record such as an account, opportunity, or contact.

Parent_Name String True

The display name of the parent record that is associated with this task. This value is shown for clarity in the interface.

Parent_Type String True

The module type (for example, 'Accounts', 'Opportunities', or 'Contacts') of the parent record that is associated with this task.

Priority String False

The priority assigned to the task (for example, 'Low', 'Medium', or 'High'). This value indicates urgency and expected attention level.

Start_Next_Journey_Id String False

The Id of the Customer Journey that should be initiated when this task is completed. This value enables chained or sequential engagement journeys.

Status String False

The current status of the task (for example, 'Not Started', 'In Progress', or 'Completed'). This value indicates where the task stands in its lifecycle.

Sync_Key String True

The synchronization key that is used to match this task record with external systems. This value supports data consistency across integrations.

Tag String False

The tags that are associated with this task. Tags support flexible filtering, grouping, and classification.

Team_Count String False

The number of teams that are associated with this task record. This value indicates collaboration scope and access distribution.

Team_Id String False

The Id of the primary team that is responsible for this task. This value establishes default ownership and access settings.

Team_Name String False

The display name of the primary team that is associated with this task. This value is shown throughout the interface for clarity.

Team_Set_Id String False

The Id of the set of teams that share access to this task record. This value supports collaborative permission assignments.

Time_Due Datetime False

The time of day when the task is due. This value provides precision for scheduling and workflow planning.

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Build 25.0.9454