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. |